Purpose
To monitor and compare weekly billed hours and the corresponding revenue generated by each time member. This helps asses individual productivity and contributions to firm revenue on a recurring basis.
Visualization Type | Line Stacked Column |
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 entyr 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.
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
Invoice Date Filter - Filtered for the previous 365 days (52 weeks)
Invoice is Archived Filter - Filter showing that archived invoices are not included in the revenue totals
Y-Axis - Billed Revenue formula (time entry billed amount)
Y-Axis - Hours Billed formula (time entry hours)
X-Axis - Invoice Date Weekly
Values - Line graph represents Hours Billed, columns represent billed Revenue by Team Member
Legend - Team Member (Line Item Assignee) sliced with color.
Tips & Tricks: Did you know. the legend is interactive?
If you hover over a team member's name, you'll see the visualization update to only show that persons's data.
If you click on a team member's name, it will temporarily remove them from the visualization.
Primary Use Case Scenario
Team leads use this report during weekly check-ins to identify which team members are billing consistently and can compare workload balance across the team.
Actionable Insights
Visibility into top-performing team members by billed revenue and hours. Data driven insights to improve staffing decisions, redistribute workload, or adjust client assignments.