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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.

Budget by Clients 2.190,879 Start tracking this metric
  • 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

  • Databox visualization

    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:

  1. 1
    Connect Harvest that contains the metric you want to track
  2. 2
    Select the metric you want to track from the list of available metrics
  3. 3
    Drag and drop the selected metric onto your dashboard
  4. 4
    Watch your dashboard populate in seconds
  5. 5
    Put Budget by Clients on the Performance screen
  6. 6
    Get Budget by Clients performance daily with Scorecards or as a weekly digest
  7. 7
    Set Goals to track and improve performance of Budget by Clients
Goals

Set Goals to track and improve your performance
Scorecards

Get your daily progress every morning with Scorecards
Metric Digest

Receive detailed weekly performance updates
Metric Builder

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Data Calculations

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Performance Screen

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Harvest integration with Databox Track Budget by Clients from Harvest in Databox GET STARTED

General

  • Description
    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.
  • Category
    Project Management
  • Subcategory
    Budget

Specification

  • Metric Type
    current
  • Dimensional
    Yes
  • Decimal Digits
    No
  • Currency Units
    Yes
  • Granularities
    Daily, weekly, monthly, yearly, quarterly and all-time.
  • Custom Relative Periods
    Yes
  • Data Availability
    At sync, it ranges from now to now.
  • Retroactive Data Updates
    Newly synced data is merged with existing data, replacing values for matching periods.
  • Future Data Available
    No

Visualization

  • Default Format
    PrefixCurrency
  • Cumulative Graph
    Yes
  • Favorable Trend
    increasing
  • Media Creatives
    No
  • Forecasts
    Yes
  • Benchmarks
    No

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