Purpose
To provide a quick, visual breakdown of billed revenue contributions by team member while also showing their average billed rate, highlighting both individual impact and effective pricing levels for the previous year. This allows leadership to quickly compare an employee’s performance this year compared to the previous year.
Visualization Type | Donut |
Liveboard | Team Member Production Analysis |
Tab | Last Year |
Function | Billing |
Filters | 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 last year
Category - Time Entry User Name
Size - Amount Billed
Did you know?
If you hover over each pie slice, you will see a pop-up showing the client count associated with each service item.
Primary Use Case Scenario
A Managing Partner reviews this report to see easily compare which employees are responsible for the largest share of billed revenue this year compared to last year.
Actionable Insights
Insight into whether average billed rates align with employee seniority and pricing exceptions and identification of team members generating significant revenue at unexpectedly low rates by giving a historic view of the employee’s performance.