Financial Calculations
Freelance Flow automatically calculates key financial metrics to help you understand your business performance.
Key Financial Metrics
Revenue
Sum of all paid quote grand totals
Total income from tasks with quotes marked as 'Paid'. Click to see detailed breakdown by task/client.
Costs
Collaborator costs + Fixed costs (paid)
Total costs including collaborator payments and expenses with 'Paid' status.
Profit
Revenue - Costs
Net profit after deducting all paid expenses from received revenue.
Future Revenue
Sum of unpaid quote totals
Expected income from quotes that are not yet paid. Scheduled payments awaiting completion.
Lost Revenue
Sum of on-hold task quote totals
Potential income from tasks marked as 'On Hold'. Revenue that may be recovered or lost.
Fixed Costs
Recurring costs × period
Overhead expenses (subscriptions, rent, etc.) calculated for the selected time period.
Financial Charts
The Financial Insights section provides visual analytics through interactive charts:
Monthly Revenue
Bar chart showing revenue trends over time, helping you identify peak earning periods.
Profit Trend
Line chart tracking your profit margins month by month for performance analysis.
Top Clients
Ranking chart of your highest-paying clients based on total quote value.
AI Business Analysis
Leverage AI to get intelligent insights about your business performance:
One-Click Analysis
Click 'Analyze with AI' button to generate comprehensive business insights instantly.
Trend Detection
AI identifies patterns in your revenue, costs, and profit over the selected time period.
Smart Recommendations
Get actionable suggestions to improve profitability and optimize your workflow.
Risk Alerts
AI warns about potential issues like declining margins or overdue payments.
Financial Management Tips
- Regularly update your quotes and expenses
- Track fixed costs separately from project costs
- Use AI analysis to identify trends and opportunities
- Review charts monthly to track performance