Firm - View Cashflow and Revenue Information
This widget displays the monthly (starting from the month defined in firm details) revenue for your firm for the current and last financial year. This data is also found in the Annual Revenue report. You can use this widget to see how your firm is performing financially, and filter the data to display only the data that relates to you.
Click the Settings button 
to change the:
- Title - the text that appears in the widget header.
- Contact Partner - options include None, All and the partner options that have been assigned in Contacts.
- Contact Manager - options include None, All and the manager options that have been assigned in Contacts.
- Contact Group1 - only visible if the firm filter has been activated in settings. It applies the firm filters that are defined in Contacts.
- Contact Group2 - only visible if the firm filter has been activated in settings. It applies the firm filters that are defined in Contacts.
