Purpose
To visualize, on a weekly basis, the distribution of total logged hours between billed and not billed time. This help leadership assess billing efficiency, time utilization, and identify patterns in unbilled work.
Visualization Type | Stacked Column |
Liveboard | Time Dashboard |
Tab | Billed Time Entries |
Function | Time & Billing |
Filters | Includes Time Entry Start Rolling Date Filter: Last 365 days Billable Time entries |
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.
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 Billed Date - The date the time entyr was added/lined to an invoice.
Billed Formula - Denotes a time entry as 'billed' if there is a billed date, if no billed date then it is denoted as 'not billed'
if( not isnull( Time Entry Billed Date) then 'Billed' else 'Not Billed)
Report Structure Overview
Time Entry Start Date Filter - Filtered to capture the previous 365 days
Time Entry is Billable Filter - Filter to only include billable time entries
Y-Axis - Time Entry Hours
X-Axis - Time Entry State Date weekly
Legend - Billed and Not Billed Hours segmented by color
Suggested Modifications: Want to change the column colors?
Navigate to the Configure panel on the right hand side.
Select Billed under Slice of Color.
Update the value colors under the Color section.
Primary Use Case Scenario
A Billing Manager reviews this report weekly to track how many hours are being successfully billed versus left unbilled.
Actionable Insights
A clear visual breakdown of billed vs. not billed hours by week and early detection of weeks where too much time is not being converted into revenue.