Purpose
To track, per team and by month, the volume of hours worked and revenue impact including billable hours and amounts versus billed hours and amounts. This report can help leadership evaluate individual productivity, billing efficiency, and financial contribution.
Visualization Type | Pivot Table |
Liveboard | Time Dashboard |
Tab | Billed Time Entries |
Function | Time & Billing |
Filters | Includes Time Entry Start Rolling Date Filter: Last 365 days |
Need-to-Know Glossary of Terms
Time Entry Hours - Length of time entry.
Time Entry User Name - The name of the team member who logged time.
Time Entry Start Date - Starting timestamp of time entry duration.
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.
Service Item Name - Refers to the designation used to identify the specific service billed to the client.
Time Entry Billable Amount - Duration of time entry multiplied by the rate.
Time Entry Billed Amount - Billed time entry multiplied by the rate.
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 Start Date Filter - Filtered to capture the previous 365 days
Row - Time Entry User Name
Expanded Row Level 2 - Service Item Name
Column values - Time Entry Start Date Monthly
Column values - Billable Time Entry Hours
Column values - Billable Amount Formula
Column values - Billed Time Entry Hours
Column values - billed Amount Formula
Column values - Totals for each row
Suggested Modifications: 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
An Admin reviews this report monthly to assess how effectively team members are logging billable time and converting it into billed revenue. They can also use this report to monitor variances between estimated and actual values.
Actionable Insights
Clear understanding of individual contributions to revenue through billable and billed hours and insight into realization trends per person.