> For the complete documentation index, see [llms.txt](https://docs.rubica.au/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.rubica.au/households/revenue/expected-vs-received-dashboard.md).

# Expected vs Received Dashboard

### What is this dashboard?

Expected vs Received compares the revenue your firm **expects** from each household (the schedules entered on their Revenue tab) against what has **actually arrived** from platforms and insurers. Its job is simple: make uncollected revenue impossible to miss.

**Where to find it:** Home page → **Revenue** tab → **Expected vs Received**.

### The top of the page

**The four tiles** give you the headline for the financial year so far:

* **Expected to date** — what should have arrived by now
* **Received to date** — what actually has, and what % of expected that is
* **Variance** — the gap in dollars (red = money outstanding)
* **Needs attention** — how many households are behind or have a ⚑ flag

**The yellow banner** appears when households need configuration — for example, revenue is arriving but no expected schedule exists yet. Click **Review flags →** to jump straight to them.

**The FY arrows** (‹ FY26 ›) in the top corner switch financial years. Everything on the page follows.

**The Inc GST / Ex GST toggle**, next to the FY arrows, switches every figure on the page — tiles, grid, trend chart, and drill-downs — between GST-inclusive and GST-exclusive at once. It's instant: nothing reloads, and it works regardless of which basis each household's schedules were originally entered in.

### The Grid — your hunting view

Every row is a household; every column is a month. Read it by colour:

| What you see      | What it means                                                              |
| ----------------- | -------------------------------------------------------------------------- |
| Plain amount      | Received what was expected — nothing to do                                 |
| **Amber**         | Partial — some money arrived, but less than expected                       |
| **Red $0**        | Missed — expected revenue that never arrived                               |
| Grey dash         | Nothing expected that month (including months before they became a client) |
| Light grey amount | Future month — forecast                                                    |
| ⚑ next to a name  | Configuration gap — click **Fix** on that row to sort it inline            |

The grid **sorts worst-first automatically**, so the households needing attention are always at the top. The far-right column shows each household's year-to-date variance.

**Controls above the grid:**

* **Household / Adviser / Product** — pivot the rows to see the same data by adviser's book or product type
* **$ / % / Heatmap** — show dollars, collection percentages, or pure colour (fastest way to scan)
* **Behind only** / **⚑ Flags only** — strip the view down to just the problems
* **Filter box** — search by name

**Drilling in:** click any household name or month cell to open its detail screen — every product's full year, with the month you clicked already expanded showing exactly what was expected, what arrived, and its status (Paid / Partial / Missed). Use the breadcrumbs or **‹ Back** to return; the grid remembers your filters.

<figure><img src="https://3555949013-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqzoPnlIGiL5ejRdJEq5X%2Fuploads%2F08jR1vjL28xN7w9MlCen%2FGrid.gif?alt=media&#x26;token=02b17469-8409-4499-8b12-6401e02273a8" alt=""><figcaption></figcaption></figure>

### The Trend — your big-picture view

Switch to the **Trend** tab for the year's story in one chart:

* **Bronze line** — expected revenue building up month by month (dotted = still to come)
* **Teal line** — received revenue (dotted = projected finish at your current collection rate)
* **The shaded wedge** between them — uncollected money. Wider = worse
* **Grey dashed line** — last financial year, so growth is visible at a glance

**Click any month** on the chart and the panel on the right shows that month's detail — who was expected to pay, who did, who's short — with the same Household / Adviser / Product pivots. Click a household there to drill into its full year. Drag the divider between the chart and panel to resize it; your preference is remembered.

<figure><img src="https://3555949013-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqzoPnlIGiL5ejRdJEq5X%2Fuploads%2FSdiImLQ8IBtiWEiUvPya%2FTrend.gif?alt=media&#x26;token=ee2febb1-60da-427e-a1f2-731642e75ca7" alt=""><figcaption></figcaption></figure>

### Ask AI

The **Ask AI** button (top right) opens the Revenue Analyst. Pick a starting point — *Where should I focus?*, *Uncollected revenue*, *Missing schedules*, *Draft chase email* — or type your own question. It answers from your live data with specific households, months and amounts, and it knows the context of whatever you're looking at: open it from a household's drill screen and it answers about that household. The analyst always reasons in GST-inclusive figures, regardless of which toggle state the page is showing.

<figure><img src="https://3555949013-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqzoPnlIGiL5ejRdJEq5X%2Fuploads%2FIWShz52rmpcLh5B0OI15%2FAsk%20AI.gif?alt=media&#x26;token=ecf6ea78-eada-4391-ad69-be019abb0e64" alt=""><figcaption></figcaption></figure>

### Keeping it accurate

The dashboard is only as good as the schedules behind it. Two habits:

1. **When a household takes on a new product**, add it on their **Revenue tab** (household page → Revenue → Add expected revenue).
2. **When a ⚑ appears**, fix it then — it takes seconds: add the missing schedule, set the client start date, or log the renewal. The banner and flags exist so nothing relies on memory.