RB User Guide > Entities > Firms, Contacts, and Resources

Viewing entity activity

View month-by-month comparisons of the financial and job activity for a firm, a single contact at a firm, or a resource over different time periods.

Continued from Searching firms, Searching contacts, and Searching resources.

1. In a View or Edit Firm/Contact/Resource window, click Account Overview in the header.
2. In the Account Overview panel, you can view total historical and future data in a table at the top of the panel and trend line graphs below. Depending on the entity, the top chart displays:

   • Total Receivables

     Firms & Contacts only

     Total receivables since they became a client

   • Future Jobs

     Firms & Contacts only

     Any future jobs scheduled

   • Total Payable

     Resources only

     Outstanding payables for jobs that have been billed

   • Future Tasks

     Resources only

     Upcoming tasks

   • In-progress Tasks

     Resources only

     Tasks not turned in yet by the resource
3. The line graphs default to the entity’s trends over the last six months. Depending on the entity, the line graphs display:

   • Activity Trends

     • Firms & Contacts: Revenue generated each month
     • Resources: Monthly earnings

   • Schedule Trends

     Firms & Contacts only

     • Blue line: Jobs scheduled each month
     • Red line: Jobs canceled each month

   • Job Trends

     Firms & Contacts only

     Jobs that occurred each month

   • Task Trends

     Resources only

     • Blue line: Assigned tasks
     • Red line: Canceled tasks
4. The line graphs are interactive. Hover over a point in a line to display that month’s total $ amount or number.
5. View the entity’s trends over different time periods by clicking:

   • Last 6 months

     Default. Shows the month-by-month trend for the last 6 calendar months.

   • Last 1 year

     Shows the month-by-month trend over the last year.

   • Last 2 years

     Shows the month-by-month trend over the last two years.

Reference

• Account Overview
• Task

Step-by-step instructions

• Searching firms
• Searching contacts
• Searching resources