Purpose
To compare the number of billable hours (hours eligible to be invoice) with billed hours (hours actually invoiced to clients) for each team member, helping leadership evaluate utilization, billing efficiency, and realization potential.
Visualization Type | Pivot Table |
Liveboard | Time Dashboard |
Tab | Billed Time Entries |
Function | Time & Billing |
Need-to-Know Glossary of Terms
Time Entry Hours - Length of time entry.
Time Entry Start Date - Starting timestamp of time entry duration.
Service Item Name - Refers to the designation used to identify the specific service billed to the client.
Time entry Billable Amount - Duration of time entyr multiplied by the rate
Billed Time Entry Hours - Time entries that have been added to an invoice
Time Entry Billed Amount - Billed time entry multiplied by the rate
Billable Time Entry Hours - Billable hours not yet added to an invoice
Billable Amount Formula - Calculates the sum of time entry billable amounts
sum( Time Entry Billable Amount)Billed Amount Formula - Calculates the sum of time entry billed amount
sum( Time Entry Billed Amount)
Report Structure Overview
Row - Time Entry User Name
Expanded Row Level 2 - Time Entry Start Date monthly
Expanded Row Level 3 - Service Item Name
Column - Billable Time Entry Hours
Column - Billable Amount formula
Column - Billed Time Entry Hours
Column - Billed Amount formula
Tips & Tricks: Prefer to see the full number amounts versus the abbreviated unit?
Navigate to the Configure panel on the right hand side.
Scroll down to the Values section and select one of the data points, for example, Billable Amount.
Select the option None under the Unit drop-down menu.
Primary Use Case Scenario
A Billing Manager reviews this report monthly to monitor how effectively team members' billable hours are being converted into billed. Also, helps identify team members with high billable hours but low billed hours, which may signal delays, write downs, or client issues.
Actionable Insights
Clear view of individual performance in terms of billable productivity and billing follow-through. Identification of gaps between billable and billed hours, potentially indicating inefficiencies or profitability risks.