BI Analytics — Service Lines
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Who can do this
Section titled “Who can do this”Available on the Elite plan with the billing feature active, currently in beta with selective customer access.
Where to find it
Section titled “Where to find it”Path: BI Analytics > Revenue & Profitability > Service Lines tab
How to use it
Section titled “How to use it”Annual product review
Section titled “Annual product review”- Period = last 12 months
- Sort by Revenue desc — see top services
- Look at concentration KPI — top 3 share
- Sort by Write-on/off asc — find services with pricing pressure
- Sort by Margin asc — find loss-makers
Concentration risk check
Section titled “Concentration risk check”- Period = last 12 months
- If one service is >40% of firm revenue, you’re product-concentrated
- Combine with client concentration (Revenue Overview) for full risk picture
Troubleshooting
Section titled “Troubleshooting”A tracked topic isn’t showing as a service
Section titled “A tracked topic isn’t showing as a service”Service Lines is built from invoiced services (invoice rows). If a topic was tracked but never invoiced as a service, it won’t appear. Use Production by Topics to see all tracked topics.
Should we kill low-margin services?
Section titled “Should we kill low-margin services?”Not always. A low-margin service can be a door-opener for high-margin work. Cross-reference with the clients who buy it — if they also buy your premium services, the loss leader may be paying off.
How does this differ from Revenue by Services?
Section titled “How does this differ from Revenue by Services?”Service Lines is service-anchored (service per row). Revenue by Services is client-anchored, broken down by service. Same data, different anchor.