Purpose
To monitor weekly trends in total hours worked across the firm, segmented by billable and non-billable time, in order to evaluate staff utilization, productivity, and time allocation efficiency.
Visualization Type | Line Stacked Column |
Liveboard | Task Dashboard |
Tab | Overview |
Function | Time |
Filters | Includes Time Entry Start Date Rolling Filter: 365 days (52 weeks) |
Need-to-Know Glossary of Terms
Time Entry Hours - Length of time entry.
Time Entry Billed Date - The date a time entry was added/lined to an invoice.
Billed Formula - Assigns a time entry as 'billed' if a time entry has a time entry billed date, if there is no time entry billed date for a time entry then it is denoted as ' not billed'.
if(not isnull(Time Entry Billed Date)) then 'Billed' else 'Not Billed'Time Entry Start Date - The starting timestamp of time entry duration.
Is Billable Formula - If a time entry is billable, then it is denoted as 'billable', if a time entry is not billable, then it is denoted as 'not billable'.
Time Entry Billable Amount - Duration of time entry multiplied by the user rate.
Report Structure Overview
Time Entry Start Date Filter - Filtered for the previous 365 days (1 year)
Y-Axis - Time Entry Hours
Y-Axis - Time Entry Billable Amount
X-Axis - Time Entry Start Date weekly
Value Labels - Columns represent billable and not billable hours, line graph represents time entry billable amount.
Legend - Time Entry Billable Amount in Red, Billable Hours in Cyan, Not Billable in Blue.
Suggested Modifications: Want to drill down on the data? Hover over the desired area and right-click to reveal an option for drill-down. This allows you to dig deeper into the data.
Primary Use Case Scenario
An admin reviews this report during weekly operations meetings to track the balance between client facing (billable) work and internal (non-billable) activities.
Actionable Insights
Insights into whether time tracking and billing practices are consistent and aligned with revenue goals can be used as a foundation for weekly decision making on staffing, project prioritization, and internal process improvements.