Purpose
To provide a comprehensive view of how each team member's time translates into billable value, revenue attribution, and profitability.
Visualization Type | Pivot Table |
Liveboard | Billing Realization/Client Profitability |
Tab | By Team Member |
Function | Realization/Profitability |
Filters | Excludes Archived Clients Attribution Amount not eqaul to $0 |
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.
Time Entry User Name - The name of the team member who logged the time associated with the line item.
Time Entry Cost of Labor - Duration of time multiplied by user salary.
Invoice URL - Clickable link for a specific invoice.
Invoice is Archived - True if invoice is archived, false if it is not.
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.
Attribution Amount - The employee's portion of the billed revenue created by the associated activity after all adjustments.
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))
Attributed Rate Formula - Calculated by taking the sum of the attribution amount and dividing it by thee sum of the time entry hours.
safe_divide(sum(Attribution Amount), sum(Time Entry Hours))
Attributed Adjustment Formula - Calculated by subtracting the sum of the time entry billable amount by the sum of the attribution amount.
sum(Attribution Amount) - sum(Time Entry Billable Amount)
Attributed Profit Margin Formula - Calculates the next margin between the total attribution amount for time entries where labor cost is not null, minus the total time entry cost of labor for those same entries.
sum_if(no isnull(Labor Cost), Attribution Amount) - sum_if(not isnull(Labor Cost), Time Entry Cost of Labor)
Attributed Profit Margin % Formula - Calculated by taking the attributed profit margin and dividing it by the sum of the attribution amount.
safe_divide(Attributed Profit Margin, sum(Attribution Amount))
Attribution Realization % Formula - Calculated by taking the total attribution amount and dividing it by the total time entry billable amountm, but only for rows where labor cost is not null.
sum_divide(sum_if(not isnull(Labor Cost), Attribution Amount), sum_if(not isnull(Labor Cost), Time Entry billable Amount))
Report Structure Overview
Attribution Amount Filter - Filtering out any attribution amounts that are equal to $0.
Invoice is Archived Filter - Filtering out archived invoices
Rows - Line Item Assignee
Expanded Row Level 2 - Client Name
Expanded Row Level 3 - Service Item Name
Expanded Row Level 4 - Invoice number
Column - Total Time Entry Hours
Column - Total Time Entry Cost of Labor
Column - Total Time Entry Billable Amount
Column - Total Attribution Amount
Column - Original Rate formula
Column - Attributed Rate
Column - Attributed Adjustment
Column - Attributed Profit Margin
Column - Attributed Profit Margin %
Column - Attributed Realization %
Did you know? In order for the amounts to be attributed to the correct person, the service item name on the invoice line item needs to match the service item name on the linked time entry.
Primary Use Case Scenario
A Partner uses this report during monthly financial reviews to easily compare time entry billable amount vs. attribution amount to see whether billed work aligns with revenue attribution from linked time.
Actionable Insights
Leadership can identify high performers, uncover training needs, and determine if rate adjustments or staffing changes are required.