Billability per employee

This chart shows a monthly breakdown of working hours, target billable hours, and planned billable hours of each employee compared to their actual hours. It also gives totals for each department in all of these categories so you can compare not only by employee, but by departments within your organization.

This report is most often used by organizational managers who want a full breakdown of their employees’ billable time.

chart billability by employee

number one red circle sm

Pin icon. Click to pin this chart to a board.

number two red circle sm

Displays data for the year that you select from this drop-down list.

number three red circle sm

If you select this checkbox, the time period for each bar graph will begin with the targeted month and end with the current month.

chart billability by department ytd
The YTD drop-down field is hidden until you select the YTD checkbox.

number four red circle sm

By default, data from all departments is used in the dataset. See Filter data by departments to learn how to remove specific department data from the dataset.

number five red circle sm

By default, data for all activities is used in the dataset. See Filter data by activities to learn how to remove specific activity data from the dataset.

number six red circle sm

Presentation setting. Select how you want to present the data:

  • Percentage: Compares the employee’s billable hours with their total number of working hours.

  • Hours: Displays the employee’s billable hours.

  • [Base Currency]: Displays the cash value, in the base currency, of the employee’s billable hours by multiplying those hours with the sales rate that is configured in the calculation.

  • Sales rate: Shows the average sales rate of the employee’s billable hours.

number seven red circle sm

Select how you want the data sorted:

  • By name

  • By highest actual billable hours

  • By lowest actual billable hours

number eight red circle sm

Select what type of billability to show for each employee:

  • Planned shows all planned hours for the selected month. This makes it possible to see the delta between planned and actual.

  • Forecast shows the forecasted billability based on actual hours spent plus future hours planned. This calculation should display what the billability will be for the current month or upcoming months. If Forecast is selected, past months will not show a forecast, because the actual hours of past months present the billability. For future months, the forecast is exclusively based on planned hours, since there will be no actual hours in future months.

number nine red circle sm

An employee graph. One graph displays for each employee in your company.

chart billability by employee graph

dark blue bar

Planned billability. Based on planned hours. The figures displayed depend upon the Presentation setting.

light blue bar

Actual billability. Based on tracked hours on projects for the displayed month. The figures displayed depend upon the Presentation setting.

orange bar

Target billability, based on data from the employee’s back office page, where the working hours and the percentage of billable hours can be configured for each employee. The figures displayed depend upon the Presentation setting.

dark gray bar

Danger zone. If your actual billability falls within this zone, that means things have gotten seriously off track.

middle gray bar

Trouble zone. If your actual billability falls within this zone, you should be concerned.

light gray bar

Happy zone. If your actual billability falls within this zone, that means things are going well.

Filter data by departments

To select the departments whose data you want to visualize in the chart, do the following:

  1. Click the filter Filter button for the department filter. A dialog window will display with a list of the departments that you have configured for your company.

  2. Select the departments that you want to add to the chart.

  3. Click OK. The chart will refresh with the updated presentation.

Filter data by activities

To select the activities whose data you want to visualize in the chart, do the following:

  1. Click the filter Filter button for the activities filter. A dialog window will display with a list of the activities that you have configured for your deliverables.

  2. Select the activities that you want to add to the chart.

  3. Click OK. The chart will refresh with the updated presentation.