Purpose
To provide visibility into how unbilled hours are distributed across team members, with additional detail showing which service items (Tax, Audit, Advisory, etc.) those hours belong to. This helps management understand both who has the most outstanding unbilled work and what type of work is driving those backlogs.
Visualization Type | Stacked Bar |
Liveboard | Super WIP |
Tab | By Team Member |
Function | Time & Billing |
Filters | Includes |
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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 User Name - The name of the team member who logged time.
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 - Time Entry User Name
X~axis - Time Entry Hours
Legend - Service Item Name sliced by color
Tips & Tricks
The legend on the right hand side is a list of all service items your team members have been working on. If you want to exclude one of these service items from the total number of unbilled hours, simply click on the service item in the legend and it will remove it temporarily from the visualization.
All service items
Excluding {Null} from the legend by clicking on it
Primary Use Case Scenario
A Team Lead reviews this report during monthly meetings to identify team members with highest unbilled hours and see the composition of unbilled work by service item, pinpointing practice areas with billing delays.
Actionable Insights
Large unbilled volumes tied to certain staff or services may indicate delays in review/approval workflows and can help the firm act before unbilled hours grow stale and risk write-offs.