Billing & Realization
Billing & Realization
Purpose
The purpose
of Billing & Realization is to show how your firm performs
in billing and realization. It focuses on invoiced and billed amounts, as well as realization percentages.
Navigation
To navigate to the Billing
& Realization report,
select Firm (1) from the list of pages on the left side of your
screen. Once you are in the Firm page, you can use the buttons along the bottom (2) to switch between firm- focused reports.
Billing & Realization is the second
of these buttons.
Cards
Please note that the cards you see may vary slightly from what is on this demo report,
as the cards can differ between firms. In this demo there is one card (3) at the top of the report.
It shows the total billed
amount.
Filters
The filters can
always be
found on
the left side of
your screen (4). Filters will vary by firm, so yours may not match exactly what
is shown in this demo.
Visuals
Invoiced Amount vs Prior Year (5): shows the
current year and prior year invoiced amounts.
Clients by
Billed Amount (6): shows all clients, their current year billed amount, and
the dollar and percent change from the
prior year’s billed amount. By hovering your mouse over the
visual, you
can click on the
arrow that appears on the right
side of the visual to show the data in different views.
Realization (7): shows realization data.
Use the tabs on the top of the visual (8) to view realization by department or by client. In the department view, use the plus signs next to each department to expand and see the
employees in the department.
Drill Throughs
Note: not
all clients use every page, so
some lines in the
drill through charts may
not apply to you.
Drill through from this
report
|
Right-click on this field On this visual To get to this report |
||
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Client Name |
Realization % by Client |
Client Scorecard |
|
Client Name |
Realization % by Client |
Cash Receipts |
|
Department |
Realization % by Department |
Department Scorecard |
|
Department |
Realization % by Department |
Cash Receipts |
|
Employee Name |
Realization % by Department |
Department Scorecard |
|
Employee Name |
Realization % by Department |
Hours Analysis |
|
Employee Name |
Realization % by Department |
Employee Time Tree |
|
Employee Name |
Realization % by Department |
Time Usage |
|
Employee Name |
Realization % by Department |
Employee Scorecard |
|
Employee Name |
Realization % by Department |
Cash Receipts |
Drill through to this report
There are
no drill throughs to
this report.
Updated April 2022
Related Articles
Compass Overview: Billing and Realization
Billing & Realization Purpose The purpose of Billing & Realization is to show how your firm performs in billing and realization. It focuses on invoiced and billed amounts, as well as realization percentages. Navigation To navigate to the Billing & ...Department Scorecard
Department Scorecard Purpose The purpose of the Department Scorecard is to show department performance in production and realization. Navigation To navigate to the Department Scorecard, select Firm (1) from the list of pages on the left side of your ...Client Scorecard
Client Scorecard Purpose The purpose of the Client Scorecard is to focus in on a single client (or client group) and show a wide variety of details on that client. Navigation To navigate to the Client Scorecard, select Clients (1) from the list of ...Employee Scorecard
Employee Scorecard Purpose The purpose of the Employee Scorecard is to show employee performance in realization and utilization. Navigation To navigate to the Employee Scorecard, select Employees (1) from the list of pages on the left side of your ...Clients
Clients Purpose The purpose of the Clients report is to show realization details for any number of clients at one time. Navigation To navigate to the Clients report, select Clients (1) from the list of pages on the left side of your screen. Once you ...