Purpose
To provide a dual-view analysis of both financial (revenue) and operational (billed hours) performance across difference service items. This helps firms evaluate whether time invested in specific services aligns with the revenue being generated.
Visualization Type | Line Column |
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.
Invoice Date - The date listed on the invoice as Invoice Date.
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.
Total Billed Amount Formula - sum of all Line Item Billed Amount
sum(Line Item Billed Amount)
Invoice Total - Includes all line item totals, discounts, and taxes.
Invoice is Archived - True if invoice is archived, false if it is not.
Report Structure Overview
Invoice Date Filter - Filtered for the current year (year-to-date)
Invoice is Archived Filter - Filter showing that archived invoices are not included in the revenue totals
Y-Axis - Revenue (Line Item Billed Amount - excludes taxes)
Y-Axis - Billed Hours (Time Entry Hours)
X-Axis - Client Name
Values - Columns represent service items, line graph represents line item billed amount
Legend - Line Item Billed Amount and Time Entry Hours segmented by color
Suggested Modifications: Prefer to see revenue labels on the report?
Navigate to the Configure panel on the right hand side.
Select the Settings tab.
Check the box next to All Labels.
Primary Use Case Scenario
Firm Managers can compare billed hours (effort) vs. revenue (output) by service type and identify services that are over-utilized but underpaid, or high-margin services with fewer hours.
Actionable Insights
Uncover profitability insights at the service level (e.g., high hours but low revenue may flag fixed fee work that needs reevaluation).