Purpose
To visually analyze and compare revenue contributions across different clients and service items over time. This helps identify which services are generating the most revenue per client.
Visualization Type | Pivot Table |
Liveboard | Billing Dashboard |
Tab | By Client |
Function | Billing |
Filters | Includes Excludes Archived invoices |
Need-to-Know Glossary of Terms
Line Item Billed Amount - This is the amount billed for the line item showsn 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.
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 - 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.
sum(Line Item Billed Amount)
Invoice Total - Includes all line item totals, discounts, and 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 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, Total Billed Amount
sum(Line Item Billed Amount)X-Axis - Client Name
Values - Columns represent service items, line graph represents line item billed amount
Legend - Service Item Name segmented by color
Suggested Modifications: Want to remove a {Null} service item from the report?
Navigate to the data point panel on the left-hand side.
Scroll down to the Attributes section.
Hover over Service Item Name and select the filter icon that appears.
Select Exclude tab and select {Null}.
Press Apply.
Note: {Null} values represent data that is missing or unknown. For example, if revenue was recorded for a service item that was later deleted, Insights will still capture that there is revenue but will assign it to {Null} since the service item no longer exists.
Primary Use Case Scenario
A Partner wants to understand how each client contributes to firm revenue and what services are the most profitable for each one.
Actionable Insights
Identify top clients by revenue and their primary services and spot underperforming services or clients that might need attention.