Purpose
To provide visibility into the aging of Work-In-Progress (WIP) by client, service item, and team member. The report breaks down unbilled hours and unbilled revenue into standard aging buckets (current, 1–30, 31–60, 61–90, 91+ days), enabling the firm to monitor both the volume and age of outstanding work that has not yet been billed.
Visualization Type | Pivot Table |
Liveboard | Super WIP |
Tab | By Client |
Function | Time & Billing |
Filters | Includes |
Need-to-know Glossary of Terms
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 is Billable - True if billable, false if not.
Time Entry Billed Date - Date time entry was added/linked to an invoice.
Time Entry is Archived - True if archived, false if not.
Client is Active - True if active, false if not.
WIP Days formula - Calculated by taking the difference between the time entry end date and the current date to show how long it has been unbilled.
diff_days ( today ( ) , Time Entry End Date )1-30 Days Unbilled Revenue formula - Calculated by taking the sum of the time entry billable amount if the days in WIP are greater than 0 and less than or equal to 30.
sum_if ( WIP Days > 0 and WIP Days <= 30 , Time Entry Billable Amount )31-60 Days Unbilled Revenue formula - Calculated by taking the sum of the time entry billable amount if the days in WIP are greater than 30 and less than or equal to 60.
sum_if ( WIP Days > 30 and WIP Days <= 60 , Time Entry Billable Amount )61-90 Days Unbilled Revenue formula - Calculated by taking the sum of the time entry billable amount if the days in WIP are greater than 60 and less than or equal to 90.
sum_if ( WIP Days > 60 and WIP Days <= 90 , Time Entry Billable Amount )91+ Days Unbilled Revenue formula - Calculated by taking the sum of the time entry billable amount if the days in WIP are greater than 90.
sum_if ( WIP Days > 90 , Time Entry Billable Amount )Current formula - Calculated by taking the sum of the time entry billable amount if the time entry is less than or equal to 0 days in WIP status.
sum_if ( WIP Days <= 0 , Time Entry Billable Amount )1-30 Days Unbilled Hours formula - Calculated by taking the sum of the time entry hours if the days in WIP are greater than 0 and less than or equal to 30.
sum_if ( WIP Days > 0 and WIP Days <= 30 , Time Entry Hours )31-60 Days Unbilled Hours formula - Calculated by taking the sum of the time entry hours if the days in WIP are greater than 30 and less than or equal to 60.
sum_if ( WIP Days > 30 and WIP Days <= 60 , Time Entry Hours )61-90 Days Unbilled Hours formula - Calculated by taking the sum of the time entry hours if the days in WIP are greater than 60 and less than or equal to 90.
sum_if ( WIP Days > 60 and WIP Days <= 90 , Time Entry Hours )91+ Days Unbilled Hours formula - Calculated by taking the sum of the time entry hours if the days in WIP are greater than 90.
sum_if ( WIP Days > 90 , Time Entry Hours )Current Unbilled Hours formula - Calculated by taking the sum of the time entry hours if the days in WIP are less than or equal to 0.
sum_if ( WIP Days <= 0 , Time Entry Hours )
Report Structure Overview
Time Entry is Billable filter - Filtered for time entries that are billable only
Time Entry Billed Date filter - Filtered to only include time entries that have not yet been billed
Time Entry Is Archived - Filtered to exclude time entries that are archived
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 - Current Unbilled Hours
Column - Current Unbilled Revenue
Column - 1-30 Days Unbilled Hours
Column - 1-30 Days Unbilled Revenue
Column - 31-60 Days Unbilled Hours
Column - 31-60 Days Unbilled Revenue
Column - 61-90 Days Unbilled Hours
Column - 61-90 Days Unbilled Revenue
Column - 91+ Days Unbilled Hours
Column - 91+ Days Unbilled Revenue
Column - Total Unbilled Hours
Column - Total Unbilled Revenue
Suggested Modifications
Want to see the exact number of days in WIP for each client?
Navigate to the Configure panel on the right hand side.
Scroll down to the Not Visualized section and find the data point, WIP Days.
Drag and drop WIP Days underneath Current Unbilled Revenue under the Values section.
4. Press Apply.
Primary Use Case Scenario
This report can be used by Partners during monthly meetings to track how long work has been sitting unbilled across clients and service items and identify clients with large balances in older aging buckets which are at higher risk of becoming uncollectible or written off.
Actionable Insights
Highlights clients whose billing is lagging and may need partner/manager intervention and quickly identify staff members associated with persistent WIP buildup.