Purpose
To analyze the profitability of individual tasks, broken down by the team member assigned to them. This report provides transparency into how efficiently and profitability each task is completed, helping identify where margins are strong and where inefficiencies are eroding profitability.
Visualization Type | Pivot Table |
Liveboard | Billing Realization/Client Profitability |
Tab | By Task |
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.
Time Entry User Name - The name of the team member who logged the time associated with the line item.
Task Name - A descriptive title given to a specific piece of work or an assigned duty that needs to be completed.
Time Entry Cost of Labor - Duration of time multiplied by user salary.
Line Item Billed Amount - This is the amount billed for the line item shown on the far right column of the invoice.
Invoice is Archived - True if invoice is archived, false if it is not.
Time Entry Hours - This is a measure of Time Entry Hours that have been billed.
Invoice URL - Clickable link for a specific invoice.
Time Entry Billable - This is the amount that has actually been billed from the time entry.
Profit Margin Formula - Calculated by taking the sum of the line item billed amount on all invoices and subtracting it from the sum of the time enty cost of labor for all users for those same entries.
(group_aggregate(sum (Line Item Billed Amount), query_groups(), query_filters())) - (group_aggregate(sum (Time Entry Cost of Labor), query_groups(), query_filters()))
Realization % Formula - Calculated by taking the sum of the line item billed amount and dividing it by the sum of the time entry billable.
save_divide(sum (Line Item Billed Amount), sum(Time Entry Billable))
Adjustment Formula - Calculated by subtracting the sum of the time entry billable amount from 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 and dividing ti by the sum of the time entry hours.
save_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))
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))
Report Structure Overview
Invoice is Archived Filter - Filtering out archived invoices
Rows - Task Name
Expanded Row Level 2 - Time Entry User 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 the task name to be a hyperlink that takes you directly to the task?
Add Task URL to the search bar and press Go.
Navigate to the Configure panel on the right hand side.
Replace Task Name with Task URL by dragging and dropping Task URL to the top and moving Task Name to the Not Visualized section. The Task URL includes the name of the task.
Primary Use Case Scenario
A Partner reviews this report at the end of the quarter to assess realization % at the task level and identify tasks that consistently run over budget or require excessive write-downs.
Actionable Insights
Data driven insight for revising fee structures or setting more realistic task budgets in future engagements.