Purpose
To track the total amount of revenue that has been billed to clients for current month (month-to-date). This KPI helps firms measure performance against revenue goals and understand billing trends over time.
Visualization Type | KPI |
Liveboard | Billing Dashboard |
Tab | General |
Function | Billing |
Filters | Inclues Invoice date - Rolling date filter of current month
Excludes Archived invoices |
Need-to-Know Glossary of Terms
Line Item Billable Amount - This is the amount shown in the amount column in the edit invoice view. This is equal to the line item rate time the quantity.
Line Item Billed Amount - This is the amount billed for the line item shown on the far right column of the invoice (this does not include taxes).
Invoice Date - The date listed on the invoice as invoice date.
Invoice is Archived - Attribute that allows you to filter whether you want to include invoices that are archived or not.
Report Structure Overview
Invoice Date Filter - Setup to display current month.
Invoice is Archived Filter - Filter showing that archived invoices are not included in the revenue totals.
Line Item Billed Amount - Line item billed amount for current month.
Invoice Date - Set to display current month revenue.
Change Analysis - Displays an analysis of changes since the previous month so you can quickly identify positive or negative trends.
Suggested Modifications: Want to see the full number instead of an abbreviated unit? Navigate to the Configuration icon and update the Unit field from Auto to None.
Primary Use Case Scenario
A managing partner wants to monitor how much revenue the firm has generated in client billings during the current month. They can use this report to evaluate billing performance, compare it to forecasted targets, and identify any gaps or over-performance.
Actionable Insights
Clear visibility into total billed revenue and the ability to compare billed revenue across time periods (month-to-month). Identification of billing peadks and slow periods to support cash flow planning.