Generate a KPI dashboard for monthly billable-hour realization by accountant leveraging time-tracking vs actual invoiced data to expose revenue leakage per client engagement

Generate generate a kpi dashboard for monthly billable-hour realization by accountant leveraging time-tracking vs actual invoiced data to expose revenue leakage per client engagement for Accounting, Tax Preparation, Bookkeeping, and Payroll Services industry

Accounting, Tax Preparation, Bookkeeping, and Payroll Services

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Allowed: CSV, XLSX

Max size: 50MB

Upload CSV exports from your time tracking system showing detailed entries by accountant, client, engagement type, and billable hours

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Allowed: CSV, XLSX, PDF

Max size: 50MB

Export from your billing system showing actual amounts invoiced per client engagement including write-offs, adjustments, and bill rates
Specify the time period for KPI calculation to align with billing cycles and engagement completion
Focus on specific practice areas to isolate revenue leakage patterns by service type
How to group and analyze revenue realization by accountant or team member
Segment clients to identify which categories have highest realization rates and where leakage occurs
Define acceptable realization percentage ranges by service type (e.g., Tax Compliance: 85-95%, Advisory: 75-90%, Audit: 80-95%)
Specify the common write-off reasons to examine leakage patterns (e.g., Scope Creep, Pricing Errors, Collection Issues, Client Dispute)
Identify the primary consumers of this KPI dashboard to optimize visualization and detail level
Include any AICPA, State Board, or firm policies that constrain billing practices (e.g., SOX 404 controls, contingent fee restrictions)
Define the dashboard format and level of detail for different management layers