Billability will vary per employee, especially when internal tasks are also being carried out. It’s important to find a good balance for a healthy organization.
This overview has a similar structure to the billable hours per service, but it also includes an additional ‘toggle’ (Show in %).
At the top of the page, you'll also find the totals and trend line per week for the billability of employees. Then, the main report of this overview follows:
Total value billable in period, per employee
This KPI provides insight into the value of hours logged by the employee. If, for instance, a 'senior' performs a lot of 'junior' tasks, you'll notice they appear lower on the list than expected.
If employees have a target per period, this report helps you gain insight into this. You can also click on an employee to see the totals and trends for that specific employee.
The formula for billable hours remains the same, but the sales values are divided by employee.
Target value determination
The target value is determined by the productivity target set on the employee's schedule. The formula is as follows:
For each employee, the following is retrieved:
The number of hours expected from someone according to the schedule in the period × the sales rate on the employee's schedule × the productivity target in %
The already registered leave hours are not included in this calculation.
Show in %
Not only is the value important, but someone performing many junior tasks can be 100% billable yet fail to meet their revenue target. For this reason, an additional feature in this overview is the display of percentages.
This overview helps you gain insight into what percentage of the logged hours are billable hours.
The main formula in these reports is:
The number of billable hours logged in the period
--------------------------------------------------------------- * 100%
Scheduled hours - leave
Example: If someone has a schedule of 40 hours per week and logs 8 billable hours, they are: (8 / 40) = 0.20 * 100% = 20% billable.
In this view, both the total and trend are displayed. The total is equal to the main formula. For the trend, the calculation is done per week/month, so you can see how the percentages develop over time.
This way, you not only gain insight into how much value was logged, but also what percentage of the hours are billable. This allows you to determine if the balance between billable and non-billable hours is healthy per employee.
Within the KPI of total billability, you’ll also find productivity. This is calculated using the following formula:
Direct hours (or hours logged on a billable project)
---------------------------------------------------------------------------------------------------------------- * 100%
Scheduled hours - leave hours
When the productivity and billability percentages differ, this is likely due to hours logged on a Relation that were later corrected, or hours logged under a non-billable hourtype within a post-calculation service.
Example: If someone has a schedule of 40 hours and logs 32 hours on a Relation, these are 32 direct hours and 32 billable hours. Then, if 8 hours are written off, 32 direct hours and 24 billable hours remain. The employee is 80% productive and 60% billable.