Revenue & Profitability category
Who can do this
Section titled “Who can do this”Available on the Elite plan with the billing feature active, currently in beta with selective customer access. If the category is missing from the BI sidebar, check that billing is enabled in Settings & Apps.
What Revenue & Profitability reports answer
Section titled “What Revenue & Profitability reports answer”- “I see the production numbers — but did we actually invoice for it?”
- “Realization is below 100% — where exactly is the money lost?”
- “Which clients give us the best yield per hour?”
- “DSO is creeping up — which clients are dragging the average?”
- “Is one service line carrying everything?”
Key terms
Section titled “Key terms”| Term | Meaning |
|---|---|
| Revenue | Confirmed (sent or paid) invoice amount in your company currency |
| Operating profit | Revenue − labor cost − overhead |
| Realization % | Confirmed revenue / production value × 100. Blank when no confirmed invoices yet. |
| Write-on/off | Net edits to invoice rows after lock. Negative = wrote down. |
| DSO | Average days from invoice date to payment, weighted by amount |
| Billing lag | Average days from work delivery to first invoice |
| Effective yield | Revenue per tracked hour |
| Revenue concentration | Top-N client share of total revenue |
Revenue vs Production — the difference
Section titled “Revenue vs Production — the difference”| Concept | Production | Revenue |
|---|---|---|
| Source | Time × rate | Confirmed invoice rows |
| Affected by write-offs? | No | Yes |
| Available for unbilled clients? | Yes | No (zero) |
| Use for | Delivery economics | Financial reality |
When production and revenue diverge, that’s information — not a bug. The gap is the billing gap and shows up in Billing Health.
Reports in this category
Section titled “Reports in this category”| Report | Anchor | Best for |
|---|---|---|
| Revenue Overview | Client | ”Across all clients, who actually pays well?” |
| Revenue by Members | Member | ”Who on my team converts hours into real revenue?” |
| Revenue by Services | Client → Service → Topic | ”Per client, which services deliver revenue?” |
| Service Lines | Service | ”Across the firm, which service lines are the engine?” |
When to open which one
Section titled “When to open which one”- CFO / finance lead → Revenue Overview first. Top-line revenue per client + AR signals + write-off visibility.
- Practice owner → Service Lines for a strategic view of where the firm’s money comes from.
- Team lead → Revenue by Members. Yield comparisons across the team.
- Account manager → Revenue by Services for a specific client.
Health chips in this category
Section titled “Health chips in this category”- Slow payment, High write-off, Low realization (issues)
- Underpriced, Concentration risk (issues)
- Fast payer, Star client, Rate increase opportunity (positive)
Troubleshooting
Section titled “Troubleshooting”Revenue is lower than production value — is that bad?
Section titled “Revenue is lower than production value — is that bad?”A small gap is normal (timing of invoicing). A large positive gap means write-down or unbilled work — investigate via Billing Health. A large negative gap (revenue > production) is fine if you’re billing fixed fees at a premium.
Realization is blank for one client
Section titled “Realization is blank for one client”Not a bug. Realization is null when no confirmed invoices exist yet for that client in the period — different from “zero realization”.
Service Lines doesn’t show one of my topics
Section titled “Service Lines doesn’t show one of my topics”Service Lines is built from invoiced services, not tracked time. If a topic was tracked but never invoiced, it won’t appear here. Use Production by Topics to see tracked-only topics.