Middle Office Metrics Dictionary

Middle Office Metrics are available to all users of the Enterprise Edition of Bullhorn Analytics who also have the Bullhorn Middle Office product.

This article lists and defines the standard Middle Office metrics available for Bullhorn Analytics. The Middle Office metrics provide valuable insights regarding payable charges, billable charges, and invoice activity. The Targetable? column indicates whether the metric can be used as a target. See Targetable and Non-Targetable Metrics for more information.

Invoice Metrics

Metric Name	Targetable?	Description
Unfinalized Invoices	Yes	Invoices with a status of “Ready”
Invoices with 0 value	Yes	Invoices with a Total Amount equal to 0
Finalized Invoices	Yes	Invoices with a status of “Finalized”
Total Invoices	Yes	Sum of Unfinalized Invoices and Finalized Invoices

Billable Charges Metrics

Metric Name	Targetable?	Description
Unbilled Billable Charges	Yes	Billable charges with a status of “Ready to Bill” or “Unbillable”
Billed Billable Charges	Yes	Billable charges that have been billed with a status of “Invoiced”
Total Billable Charges	Yes	Sum of Unbilled Billable Charges and Billed Billable Charges
Gross Margin (Bill)	Yes	Gross margins for billable charges*
Transaction Master Report (Bill)	Yes	Transaction master details for billable charges

Payable Charges Metrics

Metric Name	Targetable?	Description
Unpaid Payable Charges	Yes	Payable charges with any status outside of "Exported"
Paid Payable Charges	Yes	Payable charges that have been billed with a status of "Exported"
Total Payable Charges	Yes	Sum of Paid Payable Charges and Unpaid Payable Charges
Gross Margin (Pay)	Yes	Gross margins for payable charges*
Transaction Master Report (Pay)	Yes	Transaction master details for payable charges

Systematic Accounting Period

Metric Name	Targetable?	Description
Accounting Period ID	Yes	The unique identifier for the Systematic Accounting Period associated with a pay or bill transaction.
Minimum Accounting Period ID	Yes	The identifier for the earliest Systematic Accounting Period that falls within the selected date range.
Maximum Accounting Period ID	Yes	The identifier for the latest Systematic Accounting Period that falls within the selected date range.

Gross Margin Reporting

Gross Margin reporting combines data for Billable Charges, Payable Charges, Direct Labor Costs and Burdens (such as federal and state taxes, workers compensation, and stipends) to produce an overall value for gross margin.

Gross Margin Calculation

The gross margin report calculation in Bullhorn Analytics is flexible and allows for additional burdened and non-burdened pay, as well as allowing for actuals and direct labor cost:

([Reg Bill Amount] + [OT Bill Amount] + [DT Bill Amount] + [Other Bill Amount]) - ((1+[Burden])*([Reg Pay Amount] + [OT Pay Amount] + [DT Pay Amount] + [Other Burdened Pay])) - ([Other Non Burdened Pay]) - ([Direct Labor Costs/Actuals])

Further Explanation of the Calculation

Total Bill Amount: [Reg Bill Amount] + [OT Bill Amount] + [DT Bill Amount] + [Other Bill Amount] where earning code = REG, OT (Overtime), DT (Double-Time) and Other Bill Amount is all other earn codes outside of REG, OT, and DT.
Burden Rate: This is the burden percentage applied globally to all payable charges. This value is stored in Bullhorn ATS, or set as a configurable value in Bullhorn Analytics during implementation. Please work with the Customer Success (CS) or Implementation teams to configure.
Burdenable Pay Amount: This is [Other Burdened Pay] that is tied to an earn code set configured by the CS or Implementation Team. Please work with the CS or Implementation team to configure.
Non-Burdenable Pay Amount: This is [Other Non Burdened Pay] that is tied to an earn code set configured by the CS or Implementation Team. Please work with the CS or Implementation team to configure.
Additional Costs: Actuals for individual costs or direct labor costs (DLC) that can be a value stored in Bullhorn ATS and carried over to Bullhorn Analytics. Alternatively, the Actuals can be imported via the CSV upload in Bullhorn Analytics.

The gross margin report supports up to three sets of earn codes. Please work with the CS or Implementation team if you need additional earn code sets configured.

Contribution Data

Contribution assigns the ownership of Payable and Billable charges to the Placement Commission owners, and adds General Ledger (GL) segment data. This gives managers visibility into the contributions consultants have made in combination with their General Ledger segments, such as Location, Department, and Class.