BI Analytics

AR Aging (Receivables Aging)

The AR Aging report: who owes us money, how much, and how long have they owed it?

BI Analytics overview

Overview of the BI Analytics module — categories, reports, perspectives, and how to find the right starting point for your role.

Billing & Payments category

The Billing & Payments category in BI Analytics: where is revenue leaking, what's unbilled, and who owes us money for how long?

Billing Gap

The Billing Gap report: what work has been delivered but is not yet on a confirmed invoice?

Billing Health

The Billing Health report: where in the bill-to-collect chain is revenue being lost?

Budget Overview

The Budget Overview report: per client with a budget, are we on track — green, amber, or red?

Column groups and table customization

Why BI Analytics table columns are grouped, how to show and hide columns, and how the group headers work.

Embedded views in client and member pages

BI Analytics embedded in the client Analytics tab and member Profile Performance tab — pre-filtered to that entity, no setup required.

Filters, bookmarks, and custom views

What persists across BI reports, what saves into a bookmark, and what makes a system report become a custom view.

Gauges explained

What the Hours vs target and Revenue vs cost gauges show, why they differ from the Utilization % column, and when to use each one.

Health signals reference

Every health signal chip in BI Analytics: what it measures, when it fires, and what to do about it.

KPI glossary

Authoritative reference for every KPI in BI Analytics: what it measures, when it is blank vs zero, and what a bad value means.

Monitoring category

The Monitoring category in BI Analytics: for every recurring compliance target the firm has set, are we on plan?

Monitoring Overview

The Monitoring Overview report: for every recurring compliance target the firm has set, are we on plan?

Period comparison (YoY vs adjacent)

What the KPI arrows compare against, when to use YoY vs adjacent mode, and how to override the smart default.

Perspectives and hierarchies

What the 9 perspective and hierarchy combinations do, why switching detaches a report, and which perspective to use for which question.

Production by Members

The Production by Members report: who on the team produces the most value, who is idle, and who is burning out?

Production by Topics

The Production by Topics report: which work types deliver the best margin, estimation accuracy, and cycle time.

Production category

The Production category in BI Analytics: what value did the team deliver, what did it cost, and where does the margin live?

Production Overview

The Production Overview report: which clients are profitable and which are leaking margin, on one screen.

Revenue & Profitability category

The Revenue & Profitability category in BI Analytics: what did we invoice, collect, and earn after costs, and where is revenue concentrated?

Revenue by Members

The Revenue by Members report: who converts hours into the most revenue, and what is each person's effective yield?

Revenue by Services

The Revenue by Services report: per client, which services are bought and which generate the most revenue?

Revenue Overview

The Revenue Overview report: what was invoiced and earned after write-offs and operating cost, by client.

Service Lines

The Service Lines report: across the whole firm, which service lines are the revenue engine and where is the firm's mix concentrated?

Setup and company defaults

Configure BI Analytics defaults — rates, work hours, target percentages — and enable opt-in panels for period comparison and compliance.

Utilization & Capacity category

Utilization & Capacity in BI Analytics: track billable time, capacity vs target, on-time completion rate, and early burnout signals.

Utilization Overview

The Utilization Overview report: is the team running at capacity, and is the capacity going to billable work?

Work Completion

The Work Completion report: are we finishing work on time and are our estimates trustworthy?