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Harvest
Budget by Clients
The Budget by Clients metric shows the total amount of money a client has allocated for a project or their overall account, providing insight into their spending habits and potential future revenue opportunities.
With Databox you can track all your metrics from various data sources in one place.
- About
- Technical Details
What is "Budget by Clients"?
The Budget by Clients metric in Harvest refers to the total amount of money allocated by each client for their respective projects or tasks, as set by the project manager or team lead. This metric helps track project profitability, client value, and enables accurate invoicing and budgeting decisions. It can be viewed in different time intervals and compared to actual project expenses for better financial analysis and decision-making.
Example: Monitoring how much each client has spent on a particular project to ensure they do not exceed their budget and adjust accordingly.
Visualizations
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Bar and Line Chart
Used to show comparisons between values.
How to track Budget by Clients in Databox?
Databox is a business analytics software that allows you to track and visualize your most important metrics from any data source in one centralized platform.
To track Budget by Clients using Databox, follow these steps:
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1Connect Harvest that contains the metric you want to track
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2Select the metric you want to track from the list of available metrics
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3Drag and drop the selected metric onto your dashboard
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4Watch your dashboard populate in seconds
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5Put Budget by Clients on the Performance screen
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6Get Budget by Clients performance daily with Scorecards or as a weekly digest
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7Set Goals to track and improve performance of Budget by Clients
GoalsSet Goals to track and improve your performance
ScorecardsGet your daily progress every morning with Scorecards
Metric DigestReceive detailed weekly performance updates
Metric BuilderBuilt your own custom metrics with Metric Builder
Data CalculationsSet Goals to track and improve your performance
Performance ScreenGet instant insights into your top-performing metrics
General
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DescriptionThe Budget by Clients metric shows the total amount of money a client has allocated for a project or their overall account, providing insight into their spending habits and potential future revenue opportunities.
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CategoryProject Management
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SubcategoryBudget
Specification
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Metric Typecurrent
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DimensionalYes
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Decimal DigitsNo
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Currency UnitsYes
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GranularitiesDaily, weekly, monthly, yearly, quarterly and all-time.
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Custom Relative PeriodsYes
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Data AvailabilityAt sync, it ranges from now to now.
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Retroactive Data UpdatesNewly synced data is merged with existing data, replacing values for matching periods.
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Future Data AvailableNo
Visualization
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Default FormatPrefixCurrency
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Cumulative GraphYes
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Favorable Trendincreasing
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Media CreativesNo
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ForecastsYes
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BenchmarksNo
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Billable Hours is a metric that tracks the amount of time a team member spends on client work that can be billed to the client. It helps measure productivity and profitability of services rendered.
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The Billable Hours by Projects metric measures the amount of time spent by employees on specific projects that can be billed to clients, providing insight into project profitability and employee productivity.
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Non-Billable Hours by Projects
Non-Billable Hours by Projects is a metric used to track the amount of time spent by team members on tasks that are not billable to clients within a specific project.
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Uninvoiced Amount
Uninvoiced amount is the total value of work completed by a business that has not yet been invoiced to clients or customers. It is an important metric for tracking outstanding revenue and cash flow.
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All Uninvoiced Hours
The All Uninvoiced Hours metric in Harvest shows the total number of billable hours worked by a team that are yet to be invoiced to the client.
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Expenses
Expenses metric measures how much money a business spends on various costs and expenses such as salaries, rent, utilities, materials, marketing, etc. during a specific period.
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Active Projects
The Active Projects metric shows the number of ongoing projects, allowing businesses to monitor workload and resource allocation effectively.
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Databox Inc.
HQ: Boston, MA, USA
Modern BI for teams that needs answers now
Databox Inc.
HQ: Boston, MA, USA
Modern BI for teams that needs answers now
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