Purpose
To provide a comprehensive performance and profitability view by team member and service item, tracking not just hours but also billing, costs, and margins. This allows leadership to evaluate efficiency, utilization, and financial contribution at a detailed level.
Visualization Type | Pivot Table |
Liveboard | Team Member Production Analysis |
Tab | This Year |
Function | Time & Billing |
Filters | Includes |
Need-to-know Glossary of Terms
Time Entry Client ID - Client ID of client related to time entry.
Time Entry User Name - The name of the team member who logged time.
Time Entry Start Date - Starting timestamp of time entry duration.
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.
Non-billable Time Entry Hours - Time entries that are non-billable.
Billable Time Entry Hours - Billable hours not yet added to an invoice.
Billable % - percentage of billable hours when compared total hours.
Time Entry Hours - Length of time entry.
% Total formula - Calculated by taking the sum of time entry hours for that user and dividing it by the time entries for all users.
safe_divide ( sum ( Time Entry Hours ) , group_sum ( Time Entry Hours ) )Time Entry Billable Amount - Duration of time entry multiplied by rate.
% Billable Total formula - Calculated by taking the sum of the billable amount for that user and dividing it by the total billable amount across all users.
safe_divide ( sum ( Billable Amount ) , group_sum ( Billable Amount ) )Time Entry Cost of Labor - Duration of time multiplied by user salary.
% Labor Cost Total formula - Calculated by taking the sum of the time entry cost of labor for that user and dividing it by the total time entry cost of labor across all users.
safe_divide ( sum ( Time Entry Cost Of Labor ) , group_sum ( Time Entry Cost Of Labor ) )Markup Factor formula - Calculated by taking the time entry billable amount for that user and dividing it by the sum of the time entry cost of labor.
safe_divide ( sum ( Time Entry Billable Amount ) , sum ( Time Entry Cost Of Labor ) )Margin formula - Calculated by taking the sum of the time entry billable amount and subtracting the sum of the time entry cost of labor.
sum ( Time Entry Billable Amount ) - sum ( Time Entry Cost Of Labor )Total Margin formula - Calculated by aggregating the margin and grouping it by the time entry billable amount.
group_aggregate ( Margin , { Time Entry Billable Amount } , query_filters ( ) )% Margin Total formula - Calculated by taking the margin and dividing it by the total margin.
safe_divide ( Margin , Total Margin )
Report Structure Overview
Time Entry Start Date Filter - Filters for year to date
Row - Time Entry User Name
Expanded Row Level 2 - Service Item Name
Expanded Row Level 3 - Client Name
Column - Non-Billable Hours
Column - Billable Hours
Column - Billable %
Column - Total Hours
Column - % Total
Column - Billable Amount
Column - % Billable Total
Column - Labor Cost
Column - % Labor Cost Total
Column - Markup Factor
Column - Margin
Column - % Margin Total
Tips & Tricks
Want to see if there are any formulas in the report and what those formulas are calculating?
Navigate to the data point menu on the left hand side and scroll down to the Formulas section.
If there are any formulas in the report, you will see them in this section.
You can also click on the formula name to see the formula set up and selecting the ellipses button allows you to edit or remove the formula.
Primary Use Case Scenario
A Partner reviews this report monthly to compare how each staff members spends their time and measure productivity efficiency through utilization.
Actionable Insights
Data enables managers to adjust staffing, rebalance workloads, refine pricing, or focus on higher-margin services.