Purpose
To measure the amount of time employees spend on client-related, revenue-generating activities, helping firm leadership assess productivity, profitability, and client engagement efficiency.
Visualization Type | KPI |
Liveboard | Task Dashboard |
Tab | Overview |
Function | Time |
Filters | Includes Time Entry Start Date - Rolling date filter of the previous 365 days Billable Time Entries
Excludes Non-Billable Time Entries |
Need-to-Know Glossary of Terms
Time Entry Hours - The length of time entry
Time Entry is Billable - Denotes if time entry is billable or not
Time Entry Start Date - The starting timestamp of time entry duration
Report Structure Overview
Time Entry is Billable Filter - Filtered to only include time entries that are billable
Time Entry Start Date Filter - Setup to display the last 365 days
KPI Value - Total time entry hours
Time Entry Start Date - Set to display current month total hours
Change Analysis - Displays an analysis of changes since the previous month so you can quickly identify positive or negative trends.
Suggested Modifications: Want to change the comparison date value from previous month to something else (e.g., previous quarter or previous year)?
Navigate to the Configure panel on the right hand side.
Select the Settings tab.
Scroll down to the Compare with session.
Choose from the comparison options or create your own by selection Custom.
Primary Use Case Scenario
A Managing Partner reviews the Billable Hours KPI weekly to track whether staff are meeting billable hour targets.This KPI can also be used to compare actual billable hours against budgeted expectations.
Actionable Insights
Early detection of declining billable performance, possibly due to workload issues.