Purpose
To evaluate individual productivity and efficiency across team members by comparing hours, billable amounts, adjustments, billed revenue, realization %, and billed rates. This report provides leadership with a comprehensive view of staff contributions to revenue and profitability.
Visualization Type | Pivot Table |
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.
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
Row - Time Entry User Name
Expanded Row Level 2 - Service Item Name
Expanded Row Level 3 - Client Name
Column - Time Entry Hours
Column - Time Entry Billable Amount
Column - Adjustment formula
Column - Time Entry Billed Amount
Column - Realization % formula
Column - Billed Rate formula
Suggested Modifications
Prefer to see the full number amounts versus the abbreviated unit?
1. Navigate to the Configure panel on the right hand side.
2. Scroll down to the Values section and select one of the data points, for example, Billable Amount.
3. Select the option None under the Unit drop-down menu.
Primary Use Case Scenario
A Department Head reviews this pivot table monthly to compare productivity across staff by analyzing billed hours and amount billable.
Actionable Insights
Identification of team members consistently achieving strong realization % versus those with frequent adjustments.