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Project Service Automation forum

See how much revenue a user has registered from billed hours via time entries

Posted on by 120

Hi,

We are using PSA to enter our time on each project via time entries.

I'm currently setting up goals for our organisation, and I would like to set up a Goal for each consultant that tracks their registered revenue from time entries (amount (money) of billable hours).

Where can I find this information so I can set up the goal metrics properly? I don't want the number of hours but the earned revenue each user has put in/registered.

Thanks

  • David123 Profile Picture
    David123 120 on at
    RE: See how much revenue a user has registered from billed hours via time entries

    Thank you Antti for your informative answer. 

    Regarding summarising on a specific field I think it is possible with rollup queries that you can add to the goal:

    Screen-Shot-2018_2D00_08_2D00_03-at-11.58.58.png

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