Purpose
To monitor the amount of time and associated revenue logged by team members that has not yet been billed to clients, helping identify bottlenecks or delays in billing processes.
Visualization Type | Pivot Table |
Liveboard | Billing Dashboard |
Tab | By Team Member |
Function | Billing |
Filters | Includes |
Need-to-Know Glossary of Terms
Time Entry User Name - The name of the team member who logged time.
Billed Hours Formula - Sums the values of Time Entry Hours, but only for rows where Time Entry Billed Date is not null (e.g., where the time entry has been billed.
sum_if(not isnull (Time Entry Billed Date), Time Entry Hours)
Unbilled Hours Formula - Sums the Time Entry Hours, but only for rows where Time Entry Billed Date is null, meaning where time has not yet been billed.
sum_if(isnull (Time Entry Billed Date), Time Entry Hours)
Unbilled Revenue Formula - Adds up the Time Entry Billable Amount only for rows where the Time Entry Billed Date is null, meaning the entry has not yet been billed.
sum_if(isnull (Time Entry Billed Date), Time Entry Billable Amount)
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.
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).
Time Entry Billable Amount - This is the amount the time entry could be billed based on the current service/user rate. If the time entry has already been billed, this rate gets locked in place based on what the rates were on the invoice date.
Time Entry Billed Amount - This is the amount that has been billed based on the current user rate (time entry hours x user rate).
Time Entry Start Date - Starting timestamp of time entry duration.
Report Structure Overview
Time Entry Start Date Filter - Filtered for the current year (YTD).
Row - Time Entry User Name
Expanded Row Level 2 - Service Item Name
Expanded Row Level 3 - Client Name
Column - Time Entry Start Date monthly for the current year (YTD)
Values - Unbilled Hours formula (the sum of hours that have not yet been billed)
Values - Unbilled Revenue formula (the sum of time entry billable amount not yet billed)
Grand Total - Total for each row
Suggested Modifications: Want to expand all rows in a level at the same time?
Navigate to one of the values in a row and right-click on the name.
Midway down, you'll see an option for Expand this level.
Click to expand all rows in that level.
Use the same process to Collapse all rows in a level.
Primary Use Case Scenario
A firm manager reviews this report weekly to identify which team members have accumulated the mots unbilled hours. They can determine if there are outstanding time entries that need to be reviewed, approved, or invoiced.
Actionable Insights
Reveal billing inefficiencies by spotlighting team members with high unbilled hours or revenue.