Skip to main content

Revenue by Service report

View a detailed breakdown of revenue by service to easily track where your income is coming from.

The Revenue by Service Report shows a detailed breakdown of revenue and tracked hours for each service. It helps you understand:

  • Which services generate the most revenue

  • How much time is spent per service

  • How billable work translates into service-based income

Important Notes

  • The report only includes tracked and billable time entries

  • Services must be explicitly assigned to tasks for revenue attribution

  • Missing time entries or service mappings will result in incomplete data

  • The report depends on proper configuration of:

    • Task billing settings

    • Service assignments

    • Time tracking accuracy

How to ensure your report displays data

The report displays two main metrics per service:

1. Revenue per Service

The total revenue generated from each service. This is calculated based on:

  • Billable time entries

  • Hourly rates or billing rules applied to tasks

  • Service associations assigned to tasks

  1. Time entries are tracked: Make sure all billable time is logged against tasks. Without time entries, there will be no revenue data to report.

  2. Services are associated with Tasks: Each task must be linked to a service. This ensures that the billable time revenue is correctly attributed to the corresponding service.

2. Hours Worked per Service

The total tracked time associated with each service.

It includes:

  • All billable time entries linked to tasks

  • Aggregated hours per service category

Requirements for data to appear in the Report

For the Revenue by Service Report to display accurate data, two conditions must be met:

1. Time Entries Must Be Tracked

  • All billable work must be logged as time entries

  • Without tracked time, no revenue can be calculated

If time is not tracked, the report will show no data.

2. Tasks Must Be Linked to Services

  • Every task must be associated with a specific service

  • Services define how revenue is categorized and grouped

CleanShot 2024-12-20 at 11.48.56@2x 1.png
Did this answer your question?