Purpose
To visualize the volume of completed tasks each month, segmented by task type, in order to track trends, performance, and workload distribution over time.
Visualization Type | Column |
Liveboard | Service Item Analysis |
Tab | This Year, Last Year |
Function | Billing |
Filters | 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.
Time Entry Billed Amount - This is the amount that has actually been billed from the time entry.
Revenue Billed From Time Entry formula - Calculates the sum of Time Entry Billed Amount
sum ( Time Entry Billed Amount )Total Revenue formula - Calculates the sum of Line Item Billed Amount
sum ( Line Item Billed Amount )
Report Structure Overview
Invoice Date filter - Filtered to show invoiced dated for this year
Y~axis - Total Revenue
X~axis - Service Item Name
Legend - Total Revenue and Revenue Billed from Time Entry segmented by color
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 Managing Partner reviews this report during monthly reviews to understand the proportion of revenue tied directly to tracked time versus non-time-based billing.
Actionable Insights
Data driven support for strategic decisions on pricing, client engagement structures, and profitability optimization.