Business reports
Updated November 2, 2026 · 2 min read
On this page
Reports shows how the business is doing, from the work you already run in Cutvey. It is in the Insights part of the menu, for people who can view reports, on every paid plan.
The numbers at the top
- Collected in the period you choose.
- Close rate: proposals won against proposals lost.
- Avg project margin.
- Weighted forecast: your open pipeline, weighted by how likely each deal is to close.
What else is on the page
| Report | What it answers |
|---|---|
| Revenue by month, quarter or year | What came in, and when |
| Where revenue comes from | Where the year's revenue came from |
| Revenue by project type | Which kinds of work pay |
| Project profitability | Each project's contract, cost and margin |
| Cycle times | Average days from lead to close, proposal to payment, and edit to approval |
| Win and loss | Win rate by project type |
| Cash-flow forecast | Money expected in from scheduled invoices and retainers over 90 days |
| Team workload | Open tasks per editor and producer over the next 4 weeks |
| Crew capacity and utilization | Booked shoot days per crew member, and who is overbooked |
People who cannot see money see the parts without it: conversion, cycle times, team workload, crew capacity and win and loss.
Print and year-end
- Business Report prints the page as a PDF summary.
- Year-end builds a packet for your accountant: revenue collected by month, expense category totals, an estimated tax set-aside and unpaid receivables as of today.
Books reports are separate
Profit and loss, tax details, mileage and receipts, and in double-entry the balance sheet and the rest, are in Books > Book Reports. See Start with Books.
Good to know
Reports are worksheets from your own records, not audited statements and not tax advice. They are the same on every paid plan.
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