Purpose
To compare the average billed rate across individual staff members, providing visibility into how effectively each employee’s time is being billed out to clients.
Visualization Type | Column |
Liveboard | Team Member Production Analysis |
Tab | This Year |
Function | Billing |
| Includes |
Need-to-know Glossary of Terms
Time Entry User Name - The name of the team member who logged time
Time Entry Hours - This is a measure of Time Entry Hours that have been billed.
Time Entry Billed Amount - This is the amount that has actually been billed from the time entry.
Time Entry Billable Amount - Duration of time entry multiplied by the rate.
Client Name - Customer name, if a display name exists, that will be the primary search term. If there is no display name, first and last name will be displayed.
Service Item Name - Refers to the designation used to identify the specific service billed to the client.
Invoice Date - The date listed on the invoice as Invoice Date.
Adjustment formula - Calculated by taking the sum of Time Entry Billed Amount and subtracting the sum of the Time Entry Billable.
( sum ( Time Entry Billed Amount ) ) - ( sum ( Time Entry Billable ) )Realization % formula - Calculated by taking the sum of the Time Entry Billed Amount and dividing the sum of the Time Entry Billable.
( sum ( Time Entry Billed Amount ) ) / ( sum ( Time Entry Billable ) )Billed Rate formula - Calculated by taking the sum of the Time Entry Billed Amount and dividing it by the sum of the Time Entry Hours.
( sum ( Time Entry Billed Amount ) ) / ( sum ( Time Entry Hours ) )
Report Structure Overview
Invoice Date filter - Filtered to show invoiced dated for this year
Y~axis - Billed Rate
X~axis - Time Entry User Name
Suggested Modifications
Want to see data labels on the columns for a clearer picture of average billed rates?
1. Navigate to the Configure panel on the right hand side.
2. Select Billed Rate under the Y-axis section.
3. Scroll down to the Display section and select the checkbox next to Data labels.
Primary Use Case Scenario
A Department Manager reviews this report monthly to evaluate whether billed rates are consistent with staff roles (e.g. partners vs associates) and to identify team members whose effective rates are significantly higher or lower than expected.
Actionable Insights
Easy detection of outliers that may signal underpricing or inefficient engagements and insight into whether higher-value work is being appropriately staffed with higher-billing team members.