Purpose
To provide a visual breakdown of revenue by service item on a weekly basis, helping teams monitor how different services contribute to total revenue in real time.
Visualization Type | Line Stacked Column |
Liveboard | Billing Dashboard |
Tab | By Service |
Function | Billing |
Filters | Includes Invoice date - Rolling date filter of previous 365 days Excludes Archived invoices |
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).
Service Item Name - Refers to the designation used to identify the specific service billed to the client.
Cumulative Revenue Formula - A cumulative sum of the line item billed amount tracked by invoice date.
cumulative_sum(Line Item Billed Amount, Invoice Date)
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 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 - Line Item Billed Amount
Y-Axis - Cumulative Revenue formula
X-Axis - Invoice Date weekly
Values - Cumulative Revenue
Legend - Service Items segmented by color
Suggested Modifications: Want to rename any of the data points in your report?
Navigate to the Confiture panel on the right hand side.
Find the data point you want to rename, then click on the name.
You'll be taken to the settings of that column with an option to rename it at the top.
Primary Use Case Scenario
An admin uses this report to monitor week-to-week fluctuations in billed revenue across service lines. It helps them detect performance dips or spikes early enough to respond quickly.
Actionable Insights
Visual insights into which services are driving weekly revenue and how that change over time. Can help identify seasonal or cyclical trends at a weekly cadence.