KCS - How to Determine the Percentage of Revenue by Practice Area

Objective:

  • View billed amounts by practice area in relation to total revenue

Environment:

  • Clio Web App
  • Excel

Additional Information:

  • The equation in step 11 should be similar to =SUM(Table1[[#Totals],[Billed Time]]/566390.7) (the divisor being your own Billed Time total)

Procedure:

  1. Go to Reports
  2. Select the Revenue Report
  3. Make any necessary selections (ensure that All is selected for Practice Area)
  4. Select CSV for the Output Format
  5. Click Generate Report
  6. Open the Report in Excel
  7. Select Insert Table
  8. Leave "My table has headers" checked and click OK
  9. Right-click anywhere in the table and choose Table Totals row
  10. Click into the Totals row under Billed Time and select Sum from the dropdown arrow
  11. Click into the row just below the Billed Time total; you will be creating an equation to divide the Billed Time total by the actual number in that field:
    • Type =SUM(
    • Click on the Billed Time total
    • Type /
    • Type in the number for the Billed Time total (do not click into the box above for this)
    • Type )
    • Hit Enter
  12. Right-click into the field with the equation and select Format Cells Percentage
  13. Click on the drop down arrow in the Practice Area column and select an area

 

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