Understanding the dashboard
The Efficiency Rate Dashboard provides relevant insights on how well a business is converting billable hours into invoices sent to clients or customers. This dashboard helps determine billing performance based on accuracy, resource allocation, and timeliness.
Why is it important?
The Efficiency Rate Dashboard provides you with the following relevant information:
Offers cost-effectiveness of billing and invoicing processes a business is performing
Provides better information for forecasting cash flows and managing resources effectively
Empowers you to build better client or customer relations with ensuring invoices are clear, accurate, and delivered on time
Explore the Efficiency Rate Dashboard by clicking through the interactive demo below!
Interactive demo
Dashboard FAQs
What table views can I see in the Efficiency Rate Dashboards?
The dashboard offers table views categorised by Client, Job, Task Name, and Team Member options. You can also expand details on selected items for deeper insights.
How can you set data range limitations in the dashboard?
You can define time periods in the dashboard by choosing from available options or entering start and end dates manually. You can also apply these limitations by selecting items or points directly on the graph.
How do I export data from the dashboard?
Simply use the export option in the top-right corner of the dashboard table to download the data in either its current layout or as summarised data, depending on your reporting needs.