BUDGET VARIANCE BY STAFF

This report analyzes, on a monthly basis, actual hours and revenue generated by staff vs. hours and revenue budgeted. 

Budget amounts are entered on the Staff Resource List.

FLAT FEE MATTERS ANALYSIS

For Flat Fee matters, analyzes hours entered to determine average hourly billing rates

FIRM REVENUE ANALYSIS

Analyzes, on a weekly basis, total firm/company revenue entered vs. collected. 

The Staff Resource List determines the target budgeted amounts.

RECAP REPORT

• This report analyzes all hours entered by staff on a monthly basis, summarizing billed, no charge, do not bill, contingency and administrative hours.  Hours are compared to a budgeted amount and a variance is calculated.
   
• The report also compares receipts for billed invoices against budgeted revenue for each staff person.

 

STAFF VARIANCE BY WEEK

Analyzes, on a weekly basis, Actual Hours and Revenue vs. Budgeted Hours and Revenue by Staff.

OVERHEAD VARIANCE

For the date range selected, this report retrieves all records entered for each staff including billable, no charge and do not bill records.

An overhead rate is applied to each hour entered.

Payment receipts are allocated to each staff based on each staff's pro rata share of the invoice.

A variance analysis is then calculated to determine if each staff person's share of receipts is over/under the calculated overhead amount.