Purpose
To measure and evaluate the profitability of individual team members, considering not only revenue billed but also efficiency, realization, adjustments, and cost of labor.
Visualization Type | Pivot Table |
Liveboard | Billing Realization/Client Profitability |
Tab | By Client |
Function | Realization/Profitability |
Filters | Excludes Archived Clients |
Need-to-Know Glossary of Terms
Client Name - Customer name, if a display name exists, that will be the primary search term. If there is no display name, first and last name will be displayed.
Service Item Name - This is the amount billed for the line item shown on the far right column of the invoice.
Line Item Billed Amount - This is the amount billed for the line item shown on the far right column of the invoice.
Time Entry Hours - This is a measure of Time Entry Hours that have been billed.
Time Entry Cost of Labor - Duration of time multiplied by user salary.
Time Entry Billable - This is the amount the time entry could be billed based on the current service/user rate. If the time entry has already been billed, this rate gets locked in place based on what the rates were on the invoice date.
Time Entry User Name - The name of the team member who logged the time associated with the line item.
Invoice is Archived - True if invoice is archived, false if it is not.
Realization % Formula - Calculated by taking the sum of the Line Item Billed Amount and dividing it by the sum of the Time Entry Billable Amount.
safe_divide(sum(Line Item Billed Amount), sum(Time Entry Billable))
Adjustment Formula - Calculated by taking the sum of the Time Entry Billable Amount and subtracting it form the sum of the Line Item Billed Amount.
sum(Line Item Billed Amount), sum(Time Entry Billable Amount)
Original Rate Formula - Calculated by taking the sum of the Time Entry Billable Amount and dividing it by the sum of the Time Entry Hours.
safe_divide(sum(Time Entry Billable), sum(time Entry Hours))
Actual Rate Formula - Calculated by taking the sum of the Line Item Billed Amount and dividing it by the sum of the Time Entry Hours.
save_divide(sum(Line Item Billed Amount), sum(Time Entry Hours))
Net Profit Margin (%) Formula - Calculated by taking the sum of the Profit Margin and dividing it by the sum of the Billed Amount.
safe_divide(sum(Profit Margin), sum(Billed Amount))
Profit Margin Formula - Calculated by taking the sum of the Time Entry Cost of Labor and subtracting it from the sum of the Line Item Billed Amount.
group_aggregate(sum(Line Item Billed Amount), query_groups(), query_filters()))
group_aggregate(sum(Time Entry Cost of Labor), query_groups(), query_filters)))
Report Structure Overview
Invoice is Archived Filter - Filtering to exclude invoices that have been archived.
Rows - Time Entry User Name
Expanded Row Level 2 - Service Item Name
Column - Realization %
Column - Time Entry Billed Hours
Column - Time Entry Billable Amount
Column - Line Item Billed Amount
Column - Adjustment formula
Column - Original Rate formula
Column - Actual Rate formula
Column - Time Entry Cost of Labor
Column - Profit Margin formula
Column - Net Profit Margin % formula
Suggested Modifications: Want to add the client name on this report to see which clients team members are billing for?
Navigate to the Configure panel on the right hand side.
Scroll down to the Not Visualized section and find the data point Client Name.
Drag and drop Client Name underneath Team Member.
Press Apply.
Primary Use Case Scenario
A Partner reviews this report monthly to assess each team member's realization percentage and to compared original rate versus actual rate to see if staff are billing at indented rates or if adjustments reduce revenue.
Actionable Insights
Low realization % or high adjustments flag potential inefficiencies, overstaffing or scope creep and insights into whether each team member's billed work justifies their cost of labor.