Purpose
To provide a real-time snapshot of the total revenue billed to clients from the beginning of the current year up to today. This KPI helps track financial performance against annual billing targets.
Visualization Type | KPI |
Liveboard | Billing Dashboard |
Tab | General |
Function | Billing |
Filters | Inclues Invoice date - Rolling date filter of this year
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 - Filtered for the current month (month-to-date).
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 this year (year-to-date), this excludes taxes.
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 uses this KPI during executive reviews or monthly financial meetings to monitor progress toward yearly revenue goals.
Actionable Insights
A clear view of how much revenue has been billed year-to-date, helping the firm stay on track with financial goals and enabling yearly intervention if YTD revenue is lagging behind expectations.