Revenue data in Contractor Portal Dashboard
The following revenue logic has been confirmed:
- 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. - 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
- 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.
- 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
- 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.
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