Purpose
To track how much unbilled work (hours and revenue) is sitting in WIP for each service item (e.g., Tax Preparation, Audit, Bookkeeping, Advisory). This report helps leadership see where unbilled balances are concentrated by service type, so they can address billing bottlenecks, prioritize invoicing, and manage practice line profitability.
๏ปฟ
Visualization Type | Column Chart |
Liveboard | Super WIP |
Tab | By Service Item |
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.
Unbilled Hours formula - Calculated by taking the sum of the time entry hours.
sum ( Time Entry Hours )Unbilled Revenue formula - Calculated by taking the sum of the time entry billable amount.
sum ( Time Entry Billable Amount )
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
Y~axis - Unbilled Hours
Y~axis - Unbilled Revenue
X~axis - Service Item Name
Legend - Unbilled Hours and Unbilled Revenue sliced by color
Suggested Modifications
Prefer to see the full revenue numbers instead of the abbreviated amount? Navigate to the Configure panel on the right hand side and select Unbilled Revenue. Update the Unit from Auto to None.
Primary Use Case Scenario
A Billing Manager uses this report monthly to compare unbilled hours and revenue across service items to see which service lines have the largest backlog and identify service items that consistently carry high unbilled balances, potentially to billing delays or inefficiencies in specific practice areas.
Actionable Insights
Provides a clear view of which service areas drive the most unbilled work and understand the potential revenue tied up in unbilled balances per service line.