This report compares the invoiced revenue against the spent value (hours + costs) per service and project. The difference between the two is the balance. Everything is expressed in monetary terms, because the number of hours spent on each hour type is not always predetermined for a service.
This shows whether spending is in line with what has been invoiced. If spending exceeds invoicing, you see this as a negative balance — a signal to investigate the project and, ideally at an early stage, make adjustments. Possible causes:
the service has too little budget;
the service takes more time than anticipated.
Report structure
At the top is the filter bar; below it a block with totals (Total), the Invoiced vs. spent chart, and the Detail view (the table).
Invoiced vs. spent
Places the invoiced revenue and spent value side by side, so you can see at a glance where invoicing falls behind spending.
Detail view
The table shows the invoiced revenue, spending, and balance per service and project. Sort by Balance to bring the projects with the largest deviation to the top. Use Columns to choose which columns are visible and Export to download the data.
Table columns
KPIs
KPI | Description |
Invoiced | The invoiced revenue in the period. |
Hours spent (value) | The selling value of hours spent. |
Selling value of costs | The selling value of costs spent. |
Total spent | Hours and costs spent combined. |
Balance | Invoiced revenue minus total spent (negative = more spent than invoiced). |
Dimensions
Relation
Project manager
Project
Project status
Service
Invoice method
Filters
Use Add filter to add filters; use Reset filters to reset everything.
Dimensions
Period
My company
Invoice method
Cycle
Project manager
Project
Relation
Default service
Revenue group
Project status