Understanding the dashboard
The Multi-Year Billing dashboard offers insights beyond current billing data by providing a historical view spanning up to two years. It enables the comparison of current and past billing data, aiding in the assessment of client work and revenue performance.
Why is it important?
The Multi-Year Billing Dashboard allows you to:
Provide historical billing data, allowing you to view trends and patterns over time.
Assess the work and revenue performance of clients or specific parameters over multiple years.
Understand how billing and performance have evolved over time can be crucial for maintaining and strengthening client relationships.
Explore the Multi-Year Billing Dashboard by clicking through the interactive demo below!
Interactive demo
Dashboard FAQs
What’s the difference between LY Variance and 2Y Variance?
LY Variance compares this year's billing to last year's billing. 2Y Variance compares this year's billing to the billing from two years ago.
Can I choose which years to show on the dashboard?
Yes, you can. Use the Custom Date Selector to pick your page, and then choose your desired dates with the Date Range Selectors.
How do I adjust the matrix view?
Just click the dropdown menu in the matrix to choose your preferred dimension.
How do I change the trend visual to show quarters instead of months?
Click the dropdown menu in the top right corner of the Trend Visual and select “Quarter” to switch from the default monthly view.