The Insights dashboard at /insights is no longer actuals-only for the month you are in. Month navigation now has three calendar-month shapes, plus optional custom date ranges.
Month kinds
Current month (in-month): labelled month to date. Actuals run from the 1st through yesterday (or through the 1st when today is the 1st). Forecast tiles show remaining planned revenue for the rest of the month alongside those live actuals.
Past months (closed): full calendar month, retrospective actuals. Forecast tiles for "what is still planned" are not the focus here.
Future months: labelled Forecast month. Use Next to step forward. You see planned-invoice forecast tiles and Revenue outlook, without utilisation and other time actuals that only make sense once the month has started.
Custom date ranges keep an actuals-style layout. Next on a custom range stops once the next window would start after today.
Forecast revenue tiles
On in-month and future months, Insights can show planned-invoice forecast tiles such as:
Invoiced vs forecast
Top clients by forecast revenue
Top forecasted invoices
Forecast revenue by team (when teams are in use)
Forecast revenue by custom field (for primary Select fields used in Insights)
Revenue outlook
Forecast amounts come from planned invoices by due date. Invoiced vs forecast is two series side by side, not a single reconciled plan split.
Who sees what
Business, project, team and assigned Insights viewers can open the forecast row and Revenue outlook. Project, team and assigned views stay limited to the projects those people are allowed to see.
Some other tiles (for example staff utilisation, pipeline, accounts receivable and issued-invoice lists) still need broader Business Insights access, because they are not scoped to individual projects.
Customise your dashboard
You can arrange the Insights dashboard the way you like it. Your layout is just for you, so it won't change what anyone else sees.
You get one layout for each type of period: past months and custom date ranges, the current month and future months. When you customise, you're changing the layout for the type you're looking at, and Drum tells you which one, for example This layout is for the current month. To set up another type, move to a month of that type first.
Select Customise at the top of the dashboard.
To move a widget, drag it by its handle. You can also select the handle and use the arrow keys.
To resize a widget, drag its right edge. It snaps to the nearest width that fits.
To take a widget off, select its remove button.
To add one, select Add widget and pick from the list. You'll only see widgets you have access to, and each primary custom field can have one custom field widget.
Select Save layout when you're done, or Cancel to leave it as it was.
Once saved, you'll see Your own layout for plus the period type above the dashboard, such as Your own layout for future months. A period type you haven't customised shows its usual default.
Want the standard dashboard back? Select Customise, then Reset to default and confirm. This only clears the layout for the period type you're on, and you'll see a message like Your dashboard for the current month is back to the default layout. Your layouts for the other types stay as they are.
Saved a layout before this change? It was copied to all three period types, so you can now tweak or reset each one separately.
Revenue, time and costs widget
The Revenue, time and costs widget is a line chart of the last twelve months, ending with the period you're looking at. It shows net revenue, the value of billable and non-billable time, and approved project costs, month by month. When gross profit is turned on, it also shows staff time cost, which is what that time cost in wages. It's for viewers with Business Insights access, and it isn't on the default dashboard, so add it with Customise and Add widget.