Purpose
To provide visibility into how each team member’s time is allocated on a monthly basis, segmented into non-billable hours, billed hours, work-in-progress hours, and total hours. This allows managers to track utilization, productivity, and efficiency at the individual level.
Visualization Type | Pivot Table |
Liveboard | Team Member Production Analysis |
Tab | This Year |
Function | Time & Billing |
| Includes |
Need-to-know Glossary of Terms
Time Entry Start Date - Starting timestamp of time entry duration.
Non-Billable Time Entry Hours - Time entries that are non-billable.
Billable Time Entry Hours - Time entries that are billable.
Time Entry User Name - The name of the team member who logged time.
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.
Time Entry Hours - Length of time entry.
Billed Time Entry Hours - Time entries that have been added to an invoice.
WIP Hours formula - Calculates WIP hours by taking the sum of time entries if the time entry is billable and it does not have a time entry billed date meaning that it has not yet been billed.
sum_if ( ( Time Entry is Billable = true ) and ( isnull ( Time Entry Billed Date ) ) , Time Entry Hours )
Report Structure Overview
Time Entry Start Date filter - Filtered to show time entries with start dates this year
Row - Time Entry User Name
Expanded Row Level 2 - Service Item Name
Expanded Row Level 3 - Client Name
Column - Time Entry Start Date monthly
Values - Non-billable hours
Values - Billed hours
Values - WIP hours
Values - Total hours
Grand Totals - Totals for each row
Tips & Tricks
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Primary Use Case Scenario
A Department Manager reviews this pivot table monthly to see how staff are splitting time between billable vs. non-billable work . This report can also be helpful to track WIP hours to understand how much time is logged but not yet invoiced.
Actionable Insights
Quick identification into time allocation for each team member across billing categories (service items) and identification of staff with low billed hours relative to total time, helping pinpoint utilization issues.