Revenue

The Revenue report shows revenue statistics of a selected client based on billed and collected invoices. Select a client from the dashboard and from the drop-down menu, choose Revenue.

To filter performance data, choose from the following options:

Setting	Options
Period	Current Month Last 3 Months Year to Date Last 6 Months Fiscal Year to Date Last 12 Months All Time Last 13 Months One Month Last 24 Months Whole Year Last 36 Months
Currency	All currencies in which data has been entered.
Matter Role	All Client Matters Member Administrator Originating Lawyer Billing Lawyer Owner Matter Manager Responsible Lawyer
Revenue	Accrual Basis Accrual Basis by Posted Date Cash Basis Cash Basis by Posted Date

Tip: You can show / hide the Cash and Accrual Basis options from the drop-down. Admin: Permission Group: Global> View Clients Performance Revenue (Cash basis)/View Clients Performance Revenue (Accrual basis)

To export the data to a template, click the drop-down arrow in the upper-right of the screen to open the action menu. Click Export. In the Export dialog select the purpose of the export if the report is to be shared with Client or for Internal use. Select the template from the drop-down. The templates will be available as per the options set in Admin> Export Templates. The default selection for period would be based on the Period filter applied on the Client Revenue page. You can change the selection to All Time. Click the download tokens link to check the exported data. A file downloads to your computer's default location. Click the Export button.

Tip: If you make any changes to the template file (pptx, xlsx, or any other type) upload and replace the old template with the new edited version or delete the old version and create a new file. This will ensure the correct version of the report after the export.

Key Performance Indicator (KPI) Panel

The table below describes standard KPIs for this screen and does not reflect any customizations that may have been made by a System Administrator.

Field		Description
Total Unpaid		Total amount billed that has yet to be paid.
Total Invoiced		Fees Billed plus Expenses.
Total Collected		Total amount received from client.
Invoiced Fees		Total fees billed to the client.
Collected Fees		Total fees collected from the client.
Invoiced Expenses		Total client-facing expenses invoiced to the client.
Collected Expenses		Total expenses payments collected from the client.
Discount		Total discount amount deducted from invoices, not including any discounts built in to the matter rate.
Invoiced Discount		Billed Amount/ Matter Rate.
A/R Write Off		Amount written off by the client after the invoice was sent.
Tax		Total tax amount added to invoices.
Interest		Total interest earned due to late payment.
Collected Realization		Collected fees / Value of hours at firm standard rate. Tip: You can show / hide the Collected Realization on the KPI Panel for various users. Admin: Roles>Permission Group: KPI> Can View Collected Realization on Client Revenue.
Collected Margin		(Collected fees - Expenses) / Collected fees. Tip: You can show / hide the Collected Margin on the KPI Panel for various users. Admin: Roles>Permission Group: KPI> Can View Collected Margin on Client Revenue.
Billed Realization		Invoiced fees / billed value at firm standard rate Tip: You can show / hide the Billed Realization on the KPI Panel for various users. Admin: Roles>Permission Group: KPI> Can View Billed Realization on Client Revenue.
Average Days	Time Entry to Invoice	Average number of calendar days between when time was entered into the billing system and when the invoice was created.
	Invoice to Payment	Average number of calendar days between invoice issuance and invoice payment.
	Tip: You can show / hide the Average Days on the KPI panel for various users. Admin: Permission Group: Person> View Average Days on Client Revenue Page
Average Rate	Effective Billed	Total amount billed / number of hours billed.
	Effective Collected	Total amount collected / number of hours billed.

For more information about how KPIs are calculated, see Key Performance Indicators.

Revenue Margin

The Revenue Margin line graph shows work done and revenue/expenses accrued over the course of time. Three lines are included:

• Value of Time at Matter Rate: Hours entered multiplied by agreed-upon matter rate.
• Revenue: Collected / paid amount
• Cost of Service: Expenses associated to the hours worked (salary as well as overhead costs).

Tip: You can show / hide the Revenue Margin chart for various users. Admin: Permission Group: Person> View Client Revenue Report Margin Graph
You can show / hide the Cost of Service on the Revenue Margin chart for various users. Admin: Permission Group: Person> View Cost Of Service On Client Revenue Report

Waterfall Chart

A bar graph displays amounts for the matter Value At Firm Standard rate, Value At Agreed Rate, Billed Amount, and Collected Amount.

An increase/decrease bar displays between the Value At Firm Standard and Value At Agreed Rate bars, showing the difference between the two (discounts or premiums).

An increase/decrease bar also displays between the Value At Agreed Rate and Billed Amount bars, showing the difference between the two (write-down/write-up).

Tip: You can show / hide the Waterfall chart for various users. Admin: Roles>Permission Group: Person> Can view person revenue waterfall graph

Invoices

An Invoices list also displays. You can opt to view just Unpaid Invoices (those not paid in full) or All Invoices. On either tab, you can search for a particular invoice number using the search field, or you can click Export to Excel to generate an invoice spreadsheet.

The following information displays for each invoice listed.

Field	Description
Invoice #	Invoice number. Click the link to open a pop-up window that shows all time entries included on the invoice, all associated costs, and all payments applied.
Invoice Date	Date the invoice was created.
Billed Amount	Total amount of the invoice.
A/R Write Off	Total amount written off by the client after the invoice was issued.
Paid Amount	Total amount collected for this invoice.
Amount Due	Billed Amount minus A/R Write Off minus Paid Amount.
Invoice Discount	Total amount discounted from invoices (not counting any discounts built in to the matter rate).
Payment Date	Date that the most recent payment was applied to the invoice.