Purpose
To track and analyze monthly billed revenue broken down by individual service items. This helps the firm understand which services generate the most income, spot seasonal patterers, and assesses performance over time.
Visualization Type | Pivot Table |
Liveboard | Billing Dashboard |
Tab | By Service |
Function | Billing |
Filters | Includes Invoice date - Rolling date filter of previous 365 days Excludes Archived invoices Line Item is Hidden = false |
Need-to-Know Glossary of Terms
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).
Time Entry Hours - This is a measure of time entry hours that have been billed.
Service Item Name - Refers to the designation used to identify the specific service billed to the client.
Time Entry Billable Amount - This is the amount the time entry could be billed based on the current service/user rate. If the time entry has already been billed, this rate gets locked in place based on what the rates were on the invoice date.
Client Name - Customer name, if a display name exists, that will be the primary search term. If there is no display name, first and last name will be displayed.
Billable Revenue Formula - Calculates the sum of all Time Entry billable Amounts
sum(Time Entry Billable Amount)
Billed Revenue Formula - Calculates the sum of all Line Item billed Amount (excludes taxes).
sum(Line Item Billed Amount)
Hours Billed Formula - Calculates the sum of all Time Entry Hours.
sum(Time Entry Hours)
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
Row - Service Item Name
Expanded Row Level 2 - Client Name
Columns - Invoice Date Monthly
Values - Hours Billed formula (sum of time entry hours)
Values - Billable Revenue formula (sum of time entry billable amount)
Values - Billed Revenue formula (sum of line item billed amount)
Grand Total - Total for each row
Suggested Modifications: Want to expand all rows in a level at the same time?
Navigate to one of the values in a row and right-click on the name.
Midway down, you'll see an option for Expand this level.
Once clicked, it will expand all rows in that level.
Use same process to collapse all rows in a level.
Primary Use Case Scenario
An Partner wants to monitor monthly revenue trends by service category and identify high-performing services and evaluate profitability.
Actionable Insights
Reveals which service lines are driving revenue growth or experiencing declines. Equips leadership with the data needed to optimize resource allocation and support strategic planning by linking service performance to financial goals.