Purpose
To evaluate each team member’s productivity and efficiency over the previous year by analyzing billed hours, billable amounts, adjustments, realized billing, realization percentage, and billed rate. This provides a holistic view of staff performance in relation to clients and service items.
Visualization Type | Pivot Table |
Liveboard | Team Member Production Analysis |
Tab | Last 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 last 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 to compare team member productivity this year versus the last year to track progress and spot patterns in adjustments/write downs that reduce profitability.
Actionable Insights
Helps support compensation decisions , promotions, and adjustments to workload distribution by being able to see a historic view of an employee’s performance across time.