Revenue

The Revenue report shows the performance of a selected matter based on billed and collected invoices. Select a Matter and from the drop-down menu, choose Revenue.

The Matter Revenue page is displayed.

To filter Matter Revenue data, choose from the following options:

Setting	Options
Period	Current Month Last 3 Months Year to Date Last 6 Months All Time Last 12 Months One Month Last 13 Months Whole Year Last 24 Months   Last 36 Months
Currency	All currencies in which data has been entered.
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 Matters Performance Revenue (Cash basis)/View Matters Performance Revenue (Accrual basis)

To export the data to Excel, click the drop-down arrow in the upper right-corner of the screen to open the action menu. On the Report tab, click Export Raw Data. An Excel file downloads to your computer's default location. 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 Matter Revenue page. You can change the selection to All Time. Click the Export button.

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. SUM (Billed) - SUM (Collected + A/R Write Off)
Total Invoiced		Fees Billed plus Expenses Total Billed Fees + Total Billed Expenses+ Billed Taxes+Total Billed Interest
Total Collected		Total Amount received from client. Total Collected Fees + Total Collected Expenses+ Collected Taxes + Collected Interest
Invoiced Fees		Total Fees billed to the client. Total Billed Fees
Collected Fees		Total Fees collected from the client. Total Collected Fees
Invoiced Expenses		Total client-facing expenses invoiced to the client. Total Billed Expenses
Collected Expenses		Total Expenses collected from the client. Total Collected Expenses
Discount		Total Discount Amount deducted from invoices, not including any discounts built in to the Matter Rate. Tip: You can show / hide the Discount on the KPI Panel for various users. Admin: Roles>Permission Group: Sensitive Data> Can View Invoice Discount.
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 at Firm Standard Rate Tip: Umbria allows different flavors of collected realizations by modifying the denominator. The Value at Firm Standard Rate could be for Billed, Collected or Entered hours. You can show / hide the Collected Realization on the KPI Panel for various users. Admin: Roles>Permission Group: KPI> Can View Collected Realization on Matter 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 Matter Revenue.
Billed Realization		Billed Fees / Value at Firm Standard Rate. If applicable, the target realization for the matter/phase displays to the right of this KPI in parentheses. 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 Matter 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: Matter> View Average Days on Matter Revenue Page
Average Effective Collected Rate	Effective Billed	Fees Billed / Hours Billed.
	Effective Collected	Fees Collected / Hours Billed.

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

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: Permission Group: Matter> Can view matter revenue waterfall graph

Revenue Margin

A line graph that shows work done and revenue/expenses accrued over time.

Three lines are included:

• Value of Time at Matter Rate: Hours Entered multiplied by Agreed-upon Matter Rate.
• Revenue: Amount Billed to the client (if in accrual mode) or Received from the client (if in cash mode).
• Cost of Service: Lawyer Cost 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: Matter> View Matter Revenue Report Margin Graph
You can show / hide the Cost of Service on the Revenue Margin chart for various users. Admin: Permission Group: Matter> View Cost Of Service On Matter Revenue Report

Invoices

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 Discount Amount deducted from invoices, not including any discounts built in to the Matter Rate. Tip: You can show / hide the Invoice Discount for various users. Admin: Roles>Permission Group: Sensitive Data> Can View Invoice Discount.
Payment Date	Date that the most recent payment was applied to the invoice.
Invoice Document	Click to download the invoice document. Read below for instructions to add invoice download link.

Tip: You can show/ hide the Matter Revenue page for various users. Admin: Permission Group: Matter>View Revenue Under Performance Reports.

Add Invoice Download Link

1. File format: Ensure the invoice images follow a specific format. Umbria accepts PDF, and image files (JPG, PNG)

2. File location: Place the image files on either the Umbria web server, a shared drive, or if you have paths in a SQL table, place it in the path.

3. Naming convention: Ensure the name of the invoice image in the path contains a link to the invoice; either a time & billing system invoice ID, invoice number, or something similar.

4. Copy the Staging.TB_Document. sql file to the nightly import Staging folder, and the Document.sql file to the Update Production folder.

5. Add the new step in Caliban.SSISScriptDetails for Package2 to run after other steps

6. After the import is successful and confirmed, on the Matter Revenue page, in the right action menu drop-down, Reports tab, select the switch on for “Show Invoice Document”. The invoices in the table below, now will have a new column for Invoice Document and will show a Download link for those invoices that have invoice images.

7. Click to download the invoice image, it will open in a new tab.