Project Billing Summary
Overview
Below is a business‑focused explanation of the Project Billing Summary report in Dafater, written for project managers, finance teams, and business owners.
Project Billing Summary – Business Overview
What business information this report provides
The Project Billing Summary report gives a clear financial view of how much value has been delivered to customers through project work and how much of that value has been billed. It summarizes billable effort recorded against projects and compares it with actual invoicing, helping businesses understand revenue realization from project activities.
In simple terms, it answers: - How much work has been done on projects? - How much of that work is billable? - How much has already been invoiced? - Is there any pending billable value yet to be billed?
When and why to use this report
You should use this report when you want to: - Monitor project revenue performance - Track billing progress for ongoing or completed projects - Identify unbilled work that can be invoiced - Support monthly or quarterly revenue reviews - Ensure project teams’ effort is translating into revenue
This report is especially useful during:
- Month-end or quarter-end billing cycles
- Project status and financial review meetings
- Client billing preparation
- Revenue forecasting and cash flow planning
Key columns and what they mean for business
While column names may vary slightly, the report typically includes:
Project
Identifies the project for which work was performed. Helps assess billing performance project by project.Customer
Shows which client the work relates to, enabling customer-wise revenue analysis.Total Billable Amount
The total value of billable work recorded based on approved effort. This represents potential revenue generated by the project.Billed Amount
The portion of billable work that has already been invoiced to the customer. This reflects realized revenue.Unbilled Amount
The difference between billable and billed amounts. This highlights pending revenue that can still be invoiced.Hours (if shown)
Total billable hours recorded. Useful for productivity and pricing analysis.
Available filters and their business purpose
Common filters and why they matter:
Project
Focus on a specific project to review its billing status in detail.Customer
Analyze billing and revenue exposure for a particular client.Date Range
Review billing performance for a specific period, such as a month or quarter.Company / Business Unit
Useful for organizations managing multiple entities or divisions.Project Status
Compare billing across active, completed, or on-hold projects.
These filters allow decision-makers to zoom in on exactly the data they need without manual calculations.
How to interpret the results for business decisions
High unbilled amount
Indicates delayed invoicing. This may affect cash flow and should trigger immediate billing action.Low billed amount compared to effort
May point to pricing issues, billing delays, or scope misalignment with customers.Consistently low billable value on certain projects
Signals potential profitability concerns and may require contract or scope review.Strong alignment between billable and billed amounts
Reflects healthy billing discipline and effective revenue realization.
Common use cases and scenarios
Finance team preparing invoices
Identify unbilled work that is ready for invoicing.Project managers reviewing project health
Ensure project effort is translating into expected revenue.Management reviewing profitability
Compare effort invested versus revenue generated across projects.Customer account reviews
Validate that clients are being billed accurately and consistently.Audit and compliance reviews
Provide transparency between recorded work and invoiced amounts.
Business Value Summary
The Project Billing Summary report in Dafater acts as a bridge between project execution and financial performance. It ensures that work done by teams is properly converted into revenue, helping organizations protect cash flow, improve billing discipline, and make informed project and customer decisions.
Report Information
- Module: Projects
- Related DocType: Timesheet
- Report Type: Script Report
- Standard: Yes