Purpose
To track year-to-date monthly revenue broken down by service item (e.g. Tax, Audit, Bookkeeping, etc.) This allows leadership to analyze revenue contribution trends across service lines, evaluate seasonality, and identify growth areas.
Visualization Type | Stacked Column |
Liveboard | Service Item Analysis |
Tab | This Year, Last Year |
Function | Billing |
| Includes |
Need-to-know Glossary of Terms
Invoice Date - The date listed on the invoice as Invoice Date.
Line Item Billed Amount - This is the amount billed for the line item shown on the far right column of the invoice.
Service Item Name - Refers to the designation used to identify the specific service billed to the client.
Report Structure Overview
Invoice Date filter - Filtered to show invoiced dated for this year
Y~axis - Line Item Billed Amount
X~axis - Invoice Date monthly
Legend - Service Items segmented by color
Suggested Modifications
Prefer to see all revenue labels and not just the total amount?
1.Navigate to the Configure icon and select the tab Settings.
2. Select the checkbox next to All labels.
Primary Use Case Scenario
A Managing Partner reviews this report during monthly reviews to compare revenue performance across different service items month over month and identify seasonal peaks and recurring dips in revenue.
Actionable Insights
Ability to forecast year-end revenue based on current YTD trends.