Purpose
To compare monthly billed revenue across ddifferent years, enabling leadership to evaluate financial performance trendds and identify growth or decline patterns over time.
Visualization Type | Line Column |
Liveboard | Billing Dashboard |
Tab | General |
Function | Billing |
Filters | Excludes Archived invoices |
Need-to-Know Glossary of Terms
Billed Revenue Formula - The sum of all Line Item Billed Amount (excludes taxes).
Invoice Date - The date listed on the invoice as invoice date.
Invoice is Archived - True if invoice is archived, false if it is not.
Report Structure Overview
Invoice is Archived Filter - Filter showing that archived invoices are not included in the revenue totals.
Y-axis - Billed Revenue Formula
X-axis - Invoice Date
Values - Billed Revenue (sum of all Line Item Billed Amounts)
Legend - Invoice years segmented by color
Suggested Modifications: Want to include $ labels?
Navigate to the Configure panel on the right hand side.
Select the Settings tab.
Under display, click the checkbox next to All labels.
Primary Use Case Scenario
A firm Partner wants to assess whether monthly billing performance is improving or declining compared to the same months in previous years. Operation leaders can identify seasonal trends in billed revenue.
Actionable Insights
Supports data-driven forecasting and budgeting decisions and enables leadership to make timely decisions to course-correct if revenue falls behind expectations.