Revenue Split by Person

Article Contents

1. What This Report Is For
2. How This Report Differs From the Invoices Report
3. Where To Find It In Hiro
4. Permissions and Access Levels
5. How the Revenue Split is Calculated
6. Important Things to Understand
7. Spreadsheet Output: Layout and How To Read It
8. Management Summary: What This Report Tells You

What This Report Is For

The Revenue Split by Person report provides a detailed view of how invoiced revenue is distributed across people, based on the value of timesheets allocated to each invoice.

This report is designed for internal financial analysis. It helps you understand who contributed to the work that was invoiced, rather than who was responsible for raising the invoice or running the project.

Use the Revenue Split by Person report when you want to:

• Understand how invoiced revenue is shared across multiple people who worked on the same job

• Analyse contribution-based revenue using actual allocated timesheet values

• Support internal reporting, performance analysis, or downstream calculations such as commissions

• Go beyond a single "invoice owner" view and reflect collaborative delivery

• Attribute revenue to staff who may not ordinarily be project managers or traditionally viewed as revenue-earning, such as drafters, technical specialists, or other support staff involved in delivering the work

This report is especially useful in businesses where delivery is collaborative and revenue should reflect the full team contribution, not just the person responsible for raising the invoice.

How This Report Differs From the Invoices Report

Hiro includes multiple revenue reports, each answering a different question:

Invoices Report:

• Attributes each invoice to a single person using the Invoice Lead (often the project captain)

• Useful for responsibility-based or high-level reporting

• Limited to one person per invoice

Revenue Split by Person:

• Uses invoice responsibility to determine which invoices are included, depending on your access level and selected Person context

• Splits invoice revenue across all people who have allocated billable timesheets against that invoice

• Uses timesheet value to weight each person’s share

If you simply want to know who is responsible for an invoice, the Invoices Report is sufficient.

If you want to understand how revenue should be shared across the team based on actual work performed, this report is the correct tool.

Where To Find It In Hiro

1. Go to Financial

2. Within Revenue Reports, select Revenue Split by Person

Permissions and Access Levels

What you can see and which filters are available depends on your access level.

For this report, invoice responsibility determines which invoices are included. Revenue from those invoices is then shared across the people who worked on them, based on allocated billable timesheets.

Ordinary Users (Standard Access)

Results include invoices where you are the Invoice Lead.

Revenue from those invoices is shared across the people who worked on them, based on their allocated billable timesheets.

You can narrow this invoice set using filters such as:

• Project status

• Project type

• Specific enquiries or jobs

• Client

• Invoice status

• Date range

These filters refine the invoices within your responsibility.

Filtering by client is permitted where you have at least one eligible invoice for that client group. If no eligible invoice exists for that client, the report will not return results for that selection.

Users Who Manage Others (Team Managers)

A Person Filters section is available at this access level. The invoices included in the report depend on which Invoice Leads you select before generating it.

The Invoice lead filter appears as a checkbox list:

• My invoices selects invoices where you are the Invoice Lead

• My Team is a convenience option that selects all of your direct reports at once.

• Each member of your team also appears as an individual checkbox, allowing you to include everyone or choose specific people.

The invoice set is built from the Invoice Leads you have ticked.

Revenue from those invoices is then shared across the people who worked on them, based on allocated billable timesheets.

Available filters such as project status, project type, specific enquiries or jobs, client, invoice status, and date range narrow the invoice set resulting from your Invoice Lead selection.

Filtering by client is permitted where you or the selected team members have at least one eligible invoice for that client group.

Privileged Users (Elevated Access)

Privileged users can run the report across the organisation (subject to your tenant configuration). In Hiro, this includes:

• Global Administrators

• "Access financial reports and analyses" privilege

💡 Learn more about how to configure privileges in this article.

A Person Filters section is available at this access level.

Person context

You can choose how the report is analysed:

• Invoice lead (default)

• Person who entered timesheet

When Invoice lead is selected, the invoice set is determined by the selected Invoice Leads.

When Person who entered timesheet is selected, the report analyses revenue based on the people who recorded time against the included invoices.

Selecting people

The Person list appears as a checkbox list.

You can select:

• Me

• My Team

• Any individual person in the organisation

• Department groupings (shown in bold), which act as convenience selections and tick all people within that department

The invoices included in the report are determined by your Person context and the people selected in this list.

After selecting the analysis context and people, you can further narrow results using the available project, client, invoice, and date filters.

If you select projects, clients, or people outside your permitted scope, Hiro will block the export and explain what is not permitted.

How the Revenue Split is Calculated

The Revenue Split by Person report is driven entirely by allocated timesheets, and specifically by the financial value of those timesheets.

For each invoice:

1. Hiro identifies all billable work timesheets that have been allocated to that invoice

   Disbursements and mileage entries are excluded

2. Each timesheet contributes a value, calculated as:

   Hours × charge-out rate

3. The total allocated value is calculated across everyone who contributed billable work to that invoice

4. Each person’s allocated value is compared to the total

5. The invoice amount (excl. GST) is split proportionally based on that percentage

In simple terms:

Invoice revenue × (person’s allocated billable value ÷ total allocated billable value)

This means:

• Revenue is attributed based on delivered, chargeable work

• People with higher charge-out rates contribute a larger share of revenue for the same number of hours

• Senior staff may therefore attract a higher proportion of an invoice compared to junior staff

• A single invoice can be split across multiple people where work was delivered collaboratively

• The individual revenue split rows will always sum back to the invoice total

Important Things to Understand

Invoice Lead and Revenue Split

Each invoice in Hiro has a single Invoice Lead, which:

• Appears on the client-facing PDF invoice

• Typically reflects the project captain or responsible person

• Can be used for filtering in the Invoices Report

For this report:

• The Invoice Lead determines which invoices are included, depending on your access level and Person context selection.

• The Invoice Lead does not determine how revenue is split across people.

Revenue is always distributed based on allocated billable timesheets against the invoice.

If multiple people worked on the same invoice, the revenue is shared proportionally based on their allocated time, regardless of who the Invoice Lead is.

Invoices Without Allocated Timesheets Are Excluded

If an invoice has no timesheets allocated to it, it will not appear in this report.

This is intentional, as there is no basis to calculate a contribution-based split.

It’s important to be aware of the downstream implication of this behaviour:

• If you total the Revenue Split by Person report for a given period, the result may be lower than the total invoiced revenue for that same period

• This typically occurs when one or more invoices were raised without any timesheets being allocated to them

For this reason, the Revenue Split by Person report should not be used as a headline revenue total.

If your goal is to understand total invoiced revenue for a period, the Invoices Report is better suited, as it includes all invoices regardless of whether timesheets were allocated.

Disbursements and Mileage Are Excluded

Disbursement and mileage timesheets are not included in the Revenue Split by Person calculation.

Only billable work timesheets contribute to the revenue split.

This ensures the report reflects contribution to delivered revenue, rather than reimbursable expenses or travel-related entries.

Filtering and Totals Behave Intelligently in Excel

Because invoices can appear on multiple rows, Hiro includes logic in the export to ensure:

• Invoice totals are not double-counted

• Totals remain accurate when you filter or sort the spreadsheet

You may notice that Excel’s status bar sum can differ from the report’s totals row if you manually highlight duplicated invoice rows. The totals row is the authoritative figure.

Spreadsheet Output: Layout and How To Read It

The Revenue Split by Person report is generated as an Excel spreadsheet, designed to be filtered, sorted, and analysed further.

Invoice-Level vs Person-Level Rows

Each row in the spreadsheet represents a person’s contribution to an invoice.

Because multiple people can have timesheets allocated to the same invoice:

• A single invoice may appear on multiple rows

• Each row reflects one person’s share of that invoice

• Invoice-level information (invoice number, client, amounts) is repeated for context

This structure allows you to analyse contribution at a person level while still retaining full invoice visibility.

Key Columns Explained

While the exact columns may vary slightly depending on filters and permissions, the spreadsheet generally includes:

• Invoice details
  Invoice number, revenue date, issue date, client, project, and site address

• Invoice amounts
  Invoice total (excl. GST), invoice total (incl. GST), and any outstanding balance

• Timesheets allocated

  • Total value of timesheets allocated to the invoice (everyone)

  • Value of timesheets allocated by the individual person

  • Percentage of the invoice represented by that person’s contribution

• Revenue split
  The portion of the invoice (excl. GST) attributed to that person, based on their timesheet value

Invoice numbers and job references are included as clickable links, allowing you to drill back into Hiro directly from the spreadsheet.

Totals and Filtering Behaviour

Because invoices can appear across multiple rows, the totals row at the bottom of the spreadsheet is designed to behave intelligently:

• Invoice totals are not double-counted, even when an invoice appears multiple times

• Totals automatically adjust when you filter or sort the spreadsheet

• Person-level columns add up normally, while invoice-level columns are counted once per invoice

You may notice that Excel’s status bar sum differs from the totals row if you manually select duplicated invoice rows. In those cases, the totals row should be treated as the authoritative figure.

Working With Large Reports

For large datasets, Hiro may email the spreadsheet to you instead of downloading it immediately. The content and behaviour of the report remain the same.

Management Summary: What This Report Tells You

The Revenue Split by Person report provides a contribution‑based view of revenue, grounded in the work that was actually delivered.

At a management level, this report tells you:

• Which people materially contributed to invoiced revenue, and in what proportion

• How collaborative delivery translates into billable outcomes

• Where revenue concentration sits across senior and junior staff, based on charge‑out rates

• How invoiced revenue aligns with timesheet behaviour and allocation practices

It's also important to understand what this report does not represent:

• It is not a measure of who was responsible for raising an invoice

• It is not a headline revenue total for a period

• It is not driven by project ownership or the Invoice Lead when calculating how revenue is split

Used correctly, this report is a powerful internal analysis tool for understanding contribution, supporting informed decision‑making around resourcing, incentives, and performance.

For responsibility‑based reporting or total revenue figures, continue to rely on the Invoices Report.