Purpose
To provide visibility into unbilled work by client, service item, and team member so the firm can monitor outstanding hours and revenue still in progress. This report gives leadership insight into where WIP is accumulating, how much is at risk of aging, and who is responsible for moving it forward to billing.
Visualization Type | Pivot Table |
Liveboard | Super WIP |
Tab | By Client |
Function | Time & Billing |
Filters | Includes |
Need-to-know Glossary of Terms
Time Entry Billed Date - Date time entry was added/linked to an invoice.
Time Entry Billable Amount - Duration of time entry multiplied by rate.
Time Entry is Billable - True if billable, false if not.
Client is Active - True if active, false if not.
Time Entry Hours - Length of time entry.
Client Name - Customer name.
Service Item Name - Refers to the designation used to identify the specific service billed to the client.
Time Entry User Name - The name of the team member who logged time.
Time Entry Start Date - Starting timestamp of time entry duration.
Report Structure Overview
Time Entry Billed Date filter - Filtered to only include time entries that have not yet been billed
Time Entry is Billable filter - Filtered for time entries that are billable only
Client is Active filter - Filtered to include active clients only
Rows - Client Name
Expanded Row Level 2 - Service Item Name
Expanded Row Level 3 - Time Entry User Name
Column - Time Entry Start Date monthly
Values - Unbilled Hours
Values - Unbilled Revenue
Did You Know?
Why don’t the numbers in the Insights WIP report match the numbers in the Canopy WIP report?
This is because the filters in both reports are slightly different and because the Canopy WIP report includes unbilled expenses which Insights does not have available yet. You can get close to the Canopy WIP report numbers in Insights by adding the following filters:
1. Time Entry is Archived = false
2. Client Archived At = {null}
3. Time Entry Invoice Number = {null}
Please note: Adding these filters will get you close but you may still see variances. This will happen if you have unbilled expenses which are not in Insights yet.
Primary Use Case Scenario
A Partner reviews this during monthly meetings to identify clients with the highest unbilled balances and prioritize invoicing and see how WIP is distributed across service items (e.g., tax prep vs. audits vs. advisory).
Actionable Insights
Helps firms easily identify which services are generating the most unbilled hours and revenue, highlighting practice areas with billing inefficiencies and can help with staff accountability by tracking team member contributions to WIP, helping managers follow up on tasks that are complete but not yet billed.