Billing Rate Target & Leaderboard Odoo 18

Consulting firm managing billable hours creates revenue tracking chaos: manager sets informal 80% billability target verbally in team meetings but no system tracking actual performance, consultant logs 120 hours monthly but manager has no visibility whether that's 60% or 90% of target requiring manual Excel calculations cross-referencing timesheets with employee targets, no real-time progress indicators causing quarter-end surprises discovering team averaged 55% billability missing $180K revenue target, and no performance comparison between employees preventing identification of top performers or struggling team members—creating missed revenue opportunities and demotivation from lack of transparent goal tracking without automated billing rate monitoring and team leaderboards.

Odoo 18 Billing Rate Target & Leaderboard enable revenue goal management through employee-specific billing hour targets (configured per employee record), real-time percentage tracking (actual hours vs target with color indicators green >target/red

Understanding Billing Rate Target

Track employee billable hour performance against individual targets:

• Target Setting: Configure billing hour goal per employee
• Real-Time Tracking: Dashboard shows current progress percentage
• Visual Indicators: Color-coded performance (green/red)
• Threshold Configuration: Set minimum acceptable rate (e.g., 50%)

Configuration Setup

Enabling Billing Rate Features:

1. Go to Timesheet → Configuration → Settings
2. Find Billing Rate Indicators section
3. Enable Billing Rate Indicators checkbox
4. Set Target Percentage (e.g., 50%)
5. Enable Billing Rate Leaderboard checkbox (appears after step 3)
6. Click Save

Configuration Options:

Setting Employee Billing Targets

Configuring Individual Targets:

1. Go to Employees → Select Employee
2. Open employee record
3. Click HR Settings tab
4. Find APPLICATION SETTINGS section
5. Locate Billing Time Target field
6. Enter target billable hours (e.g., 150 hours)
7. Save employee record

Example Targets by Role:

Employee Dashboard View

Accessing Personal Dashboard:

1. Employee logs into Odoo
2. Opens Timesheet app
3. Dashboard displays on right side:
   • Billing Time Target
   • Total Time Logged
   • Current Percentage
   • Color Indicator

Example - Below Target (Red):

Example - Above Target (Green):

Billing Rate Leaderboard

Accessing Leaderboard:

1. Employee opens Timesheet app
2. Leaderboard widget appears on right side of dashboard
3. Click leaderboard to expand full view

Leaderboard Display:

Leaderboard Types:

Switch between different ranking views:

• Billing Rate Leaderboard: Ranked by billing rate percentage (default)
• Total Time Leaderboard: Ranked by absolute hours logged

Toggle between views using type selector (left side of leaderboard).

Historical Comparison

View previous month performance:

1. Open leaderboard full view
2. Use arrow filter buttons to change month
3. ← Previous month | Current month | Next month →
4. Compare personal performance month-over-month

Motivational Tips

Daily tips appear on leaderboard encouraging performance:

Configuring Tips:

1. Close leaderboard view
2. Go to Timesheet → Configuration → Tips
3. Click New
4. Enter tip text (e.g., "Great work! Keep logging those hours!")
5. Save

Example Tips:

Complete Workflow Example

Best Practices

Set Realistic Targets Per Role Not Uniform: Setting 80% billability target for all employees = unrealistic for managers with admin duties causing demotivation. Role-based targets: Consultants 80%, Project Managers 50%, Developers 75% = fair expectations matching actual job responsibilities improving morale 40%.

Use Leaderboard for Recognition Not Punishment: Punishing bottom performers = fear-based culture killing morale. Recognition approach: Top 3 monthly recognition, bottom performers get supportive coaching = positive competition increasing team performance 35% while maintaining healthy culture.

Review Historical Trends Not Just Current Month: Current month snapshot = incomplete picture (vacation, sick leave affecting single month). 3-month trend analysis = realistic performance pattern. Example: Employee 40% November (vacation), 120% December, 95% January = average 85% = actually strong performer not underperformer.

Manager Oversight

Managers gain team visibility:

• Team Dashboard: See all employees' billing rates at once
• Early Intervention: Identify struggling employees mid-month not quarter-end
• Resource Allocation: Assign more billable work to underperforming employees
• Coaching Opportunities: Support employees below target proactively

Conclusion

Odoo 18 Billing Rate Target & Leaderboard enable revenue goal management through employee-specific targets, real-time percentage tracking, color-coded performance indicators, and competitive leaderboard rankings. Increase team billability 25-40% through transparent goal visibility and motivational competition while enabling proactive underperformance intervention preventing quarter-end revenue shortfalls through systematic billing rate monitoring and historical trend analysis.