Purpose
To visualize how many hours (e.g., billable, billed, non-billable) were associated with each billed month, providing insights into billing trends, revenue timing, and time entry patterns tied to invoicing.
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 |
Need-to-Know Glossary of Terms
Time Entry Hours - Length of time entry.
Time Entry Billed Date - The date the time entry was added/lined to an invoice.
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.
Billed Formula - Assigns a time entry as 'billed' if a time entry has a time entry billed date, if there is no time entry billed dat for a time entry then it si denoted as 'not billed'.
if( not isnull( Time Entry Billed Date)) then 'Billed' else 'Not Billed'Is Billable Formula - If a time entry is billable, then it is denoted as 'billable', if it a time entry is not billable, then it is denoted as 'not billable'.
if( Time Entry is Billable = true) then 'Billable' else 'Not Billable'
Report Structure Overview
Time Entry Billed Date Filter - Filtered to capture the previous 365 days
Y-Axis - Time Entry Hours
X-Axis - Time Entry Billed Date daily
Legend - Monthly Time Entry Billed Date segmented by color
Tips & Tricks: Did you know that the reports are interactive? You can drill down and find out more information by hovering over a column, right-clicking, and selecting Drill Down.
Primary Use Case Scenario
A Partner reviews this report monthly to understand how staff time is distributed across months based on when it was billed and analyze billing volume trends and seasonality.
Actionable Insights
Clear visibility into the flow of billed hours over time, grouped by invoice month and detection of inconsistent billing cycles or delays in converting work to revenue.