Purpose
To track the total number of hours that have been billed to clients based on time entries logged by staff. This KPI helps assess how much of the team's recorded work has successfully translated into billable client activity.
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.
Time Entry Hours - This is a measure of time entry hours that have been billed.
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 - Filtered to the current month (month-to-date)
Invoice is Archived Filter - Filter showing that archived invoices are not included in the revenue totals.
Time Entry Hours - Time Entry hours that have been billed to an invoice for current month (month-to-date).
Invoice Date - Set to display billed time entry hours for current month.
Change Analysis - Displays an analysis of changes since the previous month so you can quickly identify positive or negative trends.
Suggested Modifications: Want to change the comparison date value from previous month to something else (e.g., previous quarter or previous year)?
Navigate to the Configure panel on the right hand side.
Select the Settings tab.
Scroll down to the Compare with section.
Choose from the comparison options or create your own by selecting Custom.
Primary Use Case Scenario
A billing manager uses this KPI to monitor billed hours. This helps evaluate billing efficiency and spot gaps in billable utilization.
Actionable Insights
Insight into how much of the teams work has been monetized through billing and ability to benchmark performance against monthly or quarterly goals for billable output..