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 & 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 |
|
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.