Purpose
To provide a quick snapshot of the total revenue earned over all time. This high-level financial metric is essential for tracking growth, forecasting, and assessing the overall financial health of the firm.
Visualization Type | KPI |
Liveboard | Billing Dashboard |
Tab | By Client |
Function | Billing |
Filters | 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).
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.
KPI Value - Total Line Item Billed Amount
Suggested Modifications: Want to see the full number instead of an abbreviated unit? Navigate to the Configuration icon and update the Unit field from Auto to None.
Primary Use Case Scenario
Used by Partners to monitor overall firm performance and revenue trends.
Actionable Insights
Helps identify whether the firm is on track with revenue goals and can support forecasting and monthly/quarterly financial reviews.