When viewing a Deal in Bonsai, the Financials tab consolidates financial and time data from all associated projects into one unified view. This article explains how each metric is calculated so you can understand exactly where the numbers come from.
Deal Value
The Deal Value comes directly from the value you set in the Deal record. It does not reflect revenue earned, it simply represents the expected or agreed amount from the Deal.
Revenue To Date
This reflects the total actual revenue earned across all projects linked to the Deal. The calculation depends on the billing type of each project:
Time & Materials:
Time Tracked (up to today) × Billable Rate + Billable Expenses (to date)Fixed Fee / Retainer:
Full Billing Fee + Billable Expenses (to date)Non-Billable:
Only Billable Expenses (to date)
Costs To Date
This includes the total actual cost incurred across all associated projects:
Costs To Date = Labor Cost (based on time tracked) + Billable Expenses (to date) + Non-Billable Expenses (to date)
Labor Cost is calculated as:
Time Tracked × Cost Rate (for each team member)
Profit (Margin)
Profit = Revenue To Date − Costs To Date
Margin = Profit ÷ Revenue To Date
This gives both the total profit amount and the percentage margin so you can assess project profitability at a glance.
Total Hours Logged
Sum of all tracked time across associated projects, broken down into:
Billable Hours: Time linked to billable tasks or roles
Non-Billable Hours: Time not billable to the client
Budget Allocated (Fee)
This is the total fee budget across all linked projects.
If a project has a repeating budget, this value reflects the sum of all budget cycles.
Budget Allocated (Time)
Similar to the fee budget, this is the total number of budgeted hours across all linked projects. For projects with recurring hourly budgets, this is the sum of all cycles.