Purpose
To show year-to-date monthly revenue broken down by service item. This allows leadership to analyze both month-over-month revenue trends and service line contributions.
Visualization Type | Pivot Table |
Liveboard | Service Item Analysis |
Tab | This Year, Last Year |
Function | Billing |
Filters | Includes |
Need-to-know Glossary of Terms
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 as Invoice Date.
Line Item Assignee - The name of the team member who logged the time associated with the line item.
Line Item Billed Amount - This is the amount billed for the line item shown on the far right column of the invoice.
Report Structure Overview
Invoice Date filter - Filtered for invoices dated this year
Row - Service Item Name
Expanded Row Level 2 - Line Item Assignee
Columns - Invoice date monthly
Totals - Revenue totals
Suggested Modifications
Want to expand all rows in a level at the same time?
1. Navigate to one of the values in a row and right-click on the name.
2. Midway down, you’ll see an option for Expand this level.
3. When you click that, it will expand all rows in that level.
4. It would be the same process to Collapse all rows in a level.
Primary Use Case Scenario
A Managing Partner reviews this pivot table during monthly financial reveiws to track how each service line performs month over month.
Actionable Insights
Identification of seasonality patterns at the service level and insights into growth opportunities if certain services show consistent month-over-month increases.