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 | Pivot Table |
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.
Time Entry Billed Date - The date the time entry 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
Row - Time Entry Start Date weekly
Column - Billed Hours
Column - Not Billed Hours
Grand Totals - Totals for each row
Suggested Modifications: Want to see how many hours each team member logged?
Type in Time Entry User Name in the top search bar.
Navigate to the Configure panel on the right hand side.
Scroll down to the Not Visualized section and drag Time Entry User Name up to the Rows section underneath Weekly Time Entry Start Date.
Press Apply.
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.