Overview
The Revenue report answers the question: "How much revenue was generated? How was it split between clients? What were the largest projects in revenue?" This report provides insights into the financial performance of your firm by showing revenue generated from billable work, broken down by various dimensions.
Accessing the Revenue Report
- Click Reports in the main navigation.
- Click Revenue in the Reports submenu.
Key Sections
Total Revenue
The report begins with a summary of the total revenue generated during the selected period. A chart shows revenue distribution across months with toggles for viewing by Days, Weeks, Months, or Years.
Revenue Breakdown by Project
Shows how revenue is distributed across projects. Each row displays:
- Project name — The project that generated the revenue
- Revenue — Total revenue generated for that project
- Progress bar — Visual representation of revenue relative to total
Revenue Breakdown by Client
Displays revenue generated for each client or payer, helping you identify your most valuable clients and track client profitability.
Revenue Breakdown by Employee
Shows revenue attributed to work performed by each employee, useful for understanding individual productivity and contribution to firm revenue.
Revenue Breakdown by Rate
Breaks down revenue by the rate category applied to billable entries, showing which rate categories generate the most revenue.
Revenue Breakdown by Label
Groups revenue by project labels, such as "Internal", "Pro Bono", or custom labels. This helps categorize work by type to understand which types of work are most profitable.
Revenue Breakdown by Project Owner's Department
Shows revenue grouped by the department of the project owner, useful for departmental profitability analysis.
Revenue Breakdown by Project Owner
Displays revenue by project owner, showing revenue contribution and financial performance by individual team members or departments.
Filters
Use the filters at the top of the report to narrow down your results:
- Project — Show revenue from specific projects
- Project billing settings — Filter by projects with specific billing configurations
- Client — Filter by client or payer
- User — Show revenue from work by specific employees
- Rate — Filter by rate category
- Label — Filter by project labels
- Firm and department — Filter by department
- Owner — Show revenue for projects owned by specific users
- Billing status — Filter by billing status (billable, non-billable, write-off)
Time Resolution
At the top of the chart, choose how to view revenue distribution:
- Days — View revenue broken down by day
- Weeks — View revenue broken down by week
- Months — View revenue broken down by month (default)
- Years — View revenue broken down by year
Use Cases
Understand client profitability Look at revenue by client compared with costs to calculate profit margins and identify your most profitable client relationships.
Identify top-performing projects View projects generating the most revenue to understand what types of work are most valuable and should be prioritized.
Track revenue by employee Compare revenue generated by different employees to understand productivity and identify high performers.
Analyze revenue trends Use the time resolution options to see if revenue is increasing, decreasing, or stable over time. Look for seasonal patterns or trends.
Monitor department performance Filter by department to track which departments are generating the most revenue and their relative profitability.
Plan pricing strategy Review revenue by rate to see if higher rates are generating proportionally more revenue, and adjust pricing strategy accordingly.