Purpose
To provide a detailed, month-by-month view of service item performance, showing hours worked, total billed amount, and billed rate for each service item. This enables the firm to evaluate effort, revenue, and efficiency all in one table.
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.
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.
Line Item Assignee - The name of the team member who logged the time associated with the line item.
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 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 HoursService Item Billable Rate formula - Calculated by taking the Service Item Time Entry Billable Amount and dividing it by the Service Item Hours.
Service Item Time Entry Billable Amount / Service Item HoursService Item Billable Rate formula - Calculated by taking the Service Item Time Entry Billable Amount and dividing it by the Service Item Hours.
Service Item Time Entry Billable Amount / Service Item HoursService Item Rate Adjustment formula - Calculated by taking the Service Item Billed Rate and subtracting the Service Item Billable Rate.
Service Item Billed Rate - Service Item Billable Rate
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
Values - Service Item Hours
Values - Service Item Billed Amount
Values - Service Item Billed Rate
Grand Totals - Totals
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 Finance Director reviews this pivot table each month to track how many hours were billed per service item and compare billed rates across different service categories.
Actionable Insights
Visibility into both workload and revenue contribution by service line and a clear picture of profitability drivers - services that deliver strong billed rates with fewer hours.