Purpose
To compare the total billable hours (eligible for invoicing) and billed hours (actually invoiced) for each service item, helping leadership value service line efficiency, billing practices, and profitability.
Visualization Type | Pivot Table |
Liveboard | Time Dashboard |
Tab | Billed Time Entries |
Function | Time & Billing |
Filters | Includes Time Entry is Billable |
Need-to-Know Glossary of Terms
Time Entry Hours - Length of time entry.
Time Entry Billable Amount - Duration of time entry multiplied by the rate.
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.
Time Entry Start Date - Starting timestamp of time entry duration.
Time Entry Billable Amount - Duration of time entry multiplied by the rate.
Service Item Name - Refers to the designation used to identify the specific service billed to the client.
Time Entry Billed Amount - Billed time entry multiplied by the rate.
All Billable Hours Formula - Calculates the sum of all billable hours.
sum_if( Time Entry is Billable = true, Time Entry Hours)Unbilled Billable Hours - Finds the sum of time entry hours where the time entry has not yet been billed.
sum_if( Time Entry Billed Date = null, Time Entry Hours)Billed Hours Formula - Finds the sum of the total number of time entry hours - but only for records where the time entry billed date is not null.
sum_if( not isnull(Time Entry Billed Date), Time Entry Hours)Unbilled Billable Amount Formula - Finds the sum of the time entry billable amounts - but only for records where the time entry billed date is not null.
sum_if( isnull( Time Entry Billed Date), Time Entry Billable Amount)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
Time Entry is Billable Filter - Only includes time entries that are billable
Row - Client Name
Expanded Row Level 2 - Time Entry Start Date monthly
Expanded Row Level 3 - Time Entry User Name
Column - Billable Time Entry Hours
Column - Billable Amount Formula
Column - Billed Time Entry Hours
Column - billed Amount Formula
Suggested Modifications: Want to add a date filter to the report?
Navigate to the Configure panel on the right hand side.
Scroll down to the Not Visualized section.
Select Monthly Time Entry Start Date and drag it underneath Time Entry User Name. This will create a new row underneath time entry user name organized by month.
Press Apply.
Primary Use Case Scenario
A Director of Operations reviews this report monthly to assess how effectively each service area is converting work performed into billed revenue.
Actionable Insights
Identified of services with low realization rates, guiding billing adjustments and insights into whether services lines are aligned with profitability goals.