Purpose
To provide a dual-view analysis of both financial (revenue) and operational (billed hours) performance across different service items. This helps firm evaluate whether time invested in specific services aligns with the revenue being generated.
Visualization Type | Line Column |
Liveboard | Billing Dashboard |
Tab | By Service |
Function | Billing |
Filters | Includes Invoice date - Rolling date filter of current year (year-do-date) 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.
Invoice Date - The date listed on the invoice as 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.
Total Billed Amount formula - Calculates the sum of all Line Item Billed Amount (excludes taxes).
sum(Line Item Billed Amount)
Invoice Total - Includes all line item totals, discounts, and taxes.
Time Entry Hours - This is a measure of time entry hours that have been billed.
Invoice is Archived - True if invoice is archived, false if it is not.
Report Structure Overview
Invoice Date Filter - Filtered for the current year
Invoice is Archived Filter - Filter showing that archived invoices are not included in the revenue totals.
Y-Axis - Line Item Billed Amount
Y-Axis - Time Entry Hours
X-Axis - Service Item Name
Values - Line Item Billed Amount represented by Columns, Time Entry Hours represented by line graph.
Legend - Line Item Billed Amount vs Time Entry Hours segmented by color.
Suggested Modifications: Want to narrow down the date range from this year to something else?
Select the Invoice Date This Year (2025) filter bubble at the top of the report.
There are two options to select from, Rolling or Fixed point in time.
Update to your desired date range.
Select Apply.
Primary Use Case Scenario
Firm leadership can compare billed hours (effort) vs. revenue (output) by service type, identifying services that are over-utilized but underpaid, or high-margin services with fewer hours.
Actionable Insights
Uncover profitability insights at the service level and highlight underused by profitable services worth expanding. Support fee structure reviews based on actual time-to-revenue ratios.