Purpose
To compare the billed rate across different service items (e.g. Tax, Audit, Bookkeeping, etc.) on a year-to-date basis. This helps the firm evaluate pricing effectiveness, service value, and revenue efficiency by service line.
Visualization Type | Column |
Liveboard | Service Item Analysis |
Tab | This Year, Last Year |
Function | Billing |
| Includes |
Need-to-know Glossary of Terms
Service Item Name - Refers to the designation used to identify the specific service billed to the client.
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.
Invoice Date - The date listed on the invoice as Invoice Date.
Service Item Billed Amount formula - - Calculated by finding the sum of Time Entry Billed Amount.
group_aggregate ( sum ( Time Entry Billed Amount ) , query_groups ( ) , query_filters ( ) )Service Item Time Entry Hours formula - Calculated by finding the sum of Time Entry Hours.
group_aggregate ( sum ( Time Entry Hours ) , query_groups ( ) , query_filters ( ) )Service Item Billed Rate formula - Calculated by taking the Service Item Billed Amount and dividing it by the Service Item Hours.
Service Item Billed Amount / Service Item Hours
Report Structure Overview
Invoice Date filter - Filtered for invoices dated this year
Y~axis - Service Item Billed Rate
X~axis - Service Item Name
Suggested Modifications
Did you know that the reports are interactive? You can drill down and find out more information by hovering over a column, right-clicking, and selecting Drill Down.
Primary Use Case Scenario
A Finance Director reviews this report during monthly financial reviews to assess whether billed rates for each service item align with the firm’s pricing strategy.
Actionable Insights
A clear, side-by-side visualization of billed rate by service items and insights into pricing consistency across services, helping spot underperforming or misaligned areas.