Revenue data in Contractor Portal Dashboard

The following revenue logic has been confirmed:

  1. Summary Cards
    Earnings: Total contractor earnings for the current calendar year, including Paid, Owed, and Upcoming amounts.
    Upcoming Earnings: Total contractor fees that are still expected to be received, including unpaid past work and future events.
  2. Total Income

Total Income = Owed to You + Upcoming Work + Paid

The default filter will be This Year.

Available filters:

  • This Week
  • This Month
  • This Year
  • All Time
  • Next Week
  • Next Month
  • Next Year
  1. Income Categories
    • Owed to You: Unpaid contractor fees for events that have already taken place within the selected period.
    • Upcoming Work: Contractor fees for future events within the selected period. For example, This Week includes only the remaining days of the current week.
    • Paid: Contractor fees successfully paid by the agency within the selected period.
  2. Progress Bars

Each bar represents its percentage of the combined total:

Percentage = Category Amount ÷ (Owed + Upcoming + Paid) × 100

The three bars will therefore total 100%.

Using the numbers currently in the design:
Owed to You £86,600, Upcoming Work £8,200, Paid £73,900 – a combined total of £168,700.
Owed to You = 86,600 ÷ 168,700 = 51% filled
Upcoming Work = 8,200 ÷ 168,700 = 5% filled
Paid = 73,900 ÷ 168,700 = 44% filled

  1. Percentage Comparison

The percentage indicator will change based on the selected filter:

This Week → Previous Week
This Month → Previous Month
This Year → Previous Year
Future periods → Corresponding previous period
All Time → No comparison

This approach will provide contractors with both a current income view and projected income view.

Details

Key

PX-6451

Type / Priority

Status

QA Review

Sprint

Sprint 31

Epic

Not set

Assignee

Mihir Panchal

Reporter

Mihir Panchal

Project

Pixally CRM

FRD

QA Status

—

Created

9/25/2026, 11:03:55 AM

Updated

9/25/2026, 11:08:35 AM

Last synced

9/25/2026, 11:08:35 AM
QA Test Cases

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