Purpose
To track how much unbilled work (hours and revenue) is associated with each team member. This helps the firm monitor workload, billing efficiency, and accountability, while ensuring that logged hours are being converted into invoices in a timely manner.
Visualization Type | Column Chart |
Liveboard | Super WIP |
Tab | By Team Member |
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.
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 - Time Entry User 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
The Billing Manager uses this report monthly to compare unbilled hours and revenue across team members and identify which staff members have the largest amounts of unbilled work.
Actionable Insights
Helps with staff accountability by highlighting which team members have high unbilled balances requiring follow-up. Also can help identify if one team member has disproportionately high unbilled hours, it may indicate a workload imbalance or billing backlog.