Billability per month

This chart gives insight into your companiy’s billable hours per month.

To compare the billability between years, you can toggle between the current year and previous year.

chart billability by month

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

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

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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.

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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.

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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.

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A month graph. One graph displays for each month of the year.

chart billability by month graph

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

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

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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.

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

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

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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.