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Cashflow - Financial Summary

A reference guide to the summary values displayed in the Cash Flow sidebar, and how they are calculated.

Overview

The Financial Summary sidebar on the Cash Flow page updates dynamically based on the applied filters. All values reflect the current search results.

Summary Value Definitions

Value Description
Deals Number of deals displayed based on applied filters.
Total Gross Total gross across all payments at the deal level. Not affected by the Broker filter. When filtering by Due Date or Received Date, this shows the full deal total if at least one invoice falls within the filter range. Calculated as House Gross + Outside Gross.
House Gross If Display Outside Gross Separate from House Gross is OFF and House Paid = Yes, Outside broker fees are included. If the setting is ON, only internal broker grosses are shown. Based on applied filters but calculated at the deal level — if the deal matches the filter, its full House Gross is included regardless of individual invoice dates.
Broker Gross Sum of all house broker grosses for brokers selected in the All Brokers dropdown. Sensitive to time filters — if filtering by Due Date or Received Date, only invoices falling within that range are included. Invoices outside the filter range are excluded.
Broker Net Sum of all internal broker net values for filtered deals.
House Net Sum of all house net values for filtered deals.
Broker Expenses Sum of all broker expense values for filtered deals. Empty for open payables.
House Expenses Sum of all house expense values for filtered deals. Empty for open payables.
Broker Net After Expenses Sum of all deducted broker net values (Broker Net minus Broker Expenses) for filtered deals.
House Net After Expenses Sum of all deducted house net values (House Net minus House Expenses) for filtered deals.
My Gross Broker Gross for the currently logged-in user.
My Net Broker Net for the currently logged-in user.
Weighted House Gross Displayed when only active deals are selected. Calculated as: House Gross × Deal Probability % for each active deal. Also included in the Excel export on both the Cash Flow and Pipeline pages.