Purpose
To visualize year-to-date revenue and billed hours across service items in a single view, showing both financial contribution and effort.
Visualization Type | Treemap |
Liveboard | Service Item Analysis |
Tab | This Year, Last Year |
Function | Billing |
Filters | Includes Excludes |
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.
Time Entry Hours - This is a measure of Time Entry Hours that have been billed.
Report Structure Overview
Service Item Name filter - Filters out any service items with {Null} as the name
Invoice Date filter - Filtered for invoices dated this year
Category & Size - Service Item Name and sized by line item billed amount
Slice with Color legend - Time Entry Hours
Suggested Modifications
Want to change the color scheme?
Navigate to the Configure icon on the right hand side.
Select Total Time Entry Hours under Slice with Color.
Navigate to the Gradient section and select the Edit button.
Adjust the color settings to your liking.
Press Save on the bottom right hand side.
Primary Use Case Scenario
A Managing Partner reviews this report quarterly to see which service items contribute the most revenue (largest rectangles) and easily be able to compare effort versus return by using color shading.
Actionable Insights
Identification of high-value, low-hour services versus low-value, high-hour services.