Purpose
To track the volume of invoices sent each month, helping the firm monitor its billing activity and ensure consistent revenue-generating operations.
Visualization Type | Line Column |
Liveboard | Billing Dashboard |
Tab | General |
Function | Billing |
Filters | Inclues Rolling Date Filter: 365 days (1year)
Excludes Archived invoices |
Need-to-Know Glossary of Terms
Invoice Date - The date listed on the invoice as invoice date.
Invoice Number - Unique number assigned to each invoice.
Invoice Count Formula - Count of number of invoices.
count (Invoice Number)
Average Invoice Total Formula - Calculates total of all invoices and finds the average.
group_average (Invoice Total, Invoice Date)
Revenue Formula - The sum of all invoice total.
sum (Invoice Total)
Invoice is Archived - True if invoice is archived, false if it is not.
Report Structure Overview
Invoice Date Filter - Filtered for the previous 365 days.
Invoice is Archived Filter - Filter showing that archived invoices are not included in the revenue totals.
Y-axis - Revenue Formula.
X-axis - Average Invoice Total Formula.
Y-axis - Invoice Count Formula.
X-axis - Invoice Date Monthly.
Legend - Revenue, Average Invoice Total, and Invoice Count lines.
Suggested Modifications: Don't want to see one of the 3 Y-axis values?
Navigate to the Configure panel on the right hand side.
Select the Settings tab.
Scroll down to the Y-axis section, remove the desired value by hovering over and clicking the x in the top right corner.
Primary Use Case Scenario
This report can be used by billing managers to analyze monthly billing output and identify billing trends.
Actionable Insights
Offers insight into the firm's billing rhythm over time and helps verify that invoices are being sent out regularly. This can also help flag inconsistencies in the billing process that could impact revenue.