BI Analytics overview

BI Analytics is available on the Elite plan. It is currently in beta with selective customer access — if you do not see BI Analytics in the main navigation, contact support to check whether it has been enabled for your account.

Company Owners and Company Admins see all firm data. Company Members see data scoped to their assigned clients.

BI Analytics is the dedicated analytics module. It transforms the data you already capture — time entries, invoices, budgets, monitoring targets, member agreements — into reports grouped by role. Each report answers one question for one role: production reports for the practice owner, revenue reports for the CFO, utilization reports for the team lead, billing reports for the finance team, monitoring reports for the compliance operator.

You do not build dashboards. You pick a category from the sidebar and Uku gives you the report already wired to the right KPIs, columns, charts, and health signals. Every report starts small on purpose — at most five cards and eight columns — and the Show advanced metrics switch in Settings reveals everything else.

Path: Main navigation > BI Analytics

The sidebar opens on Overview and lists eight categories. Click a category to open its first report. Other reports in the category appear as tabs in the top bar.

Category	Question it answers	Reports	Feature needed
Overview	Did we make money, are we billing the work we do, are clients paying, is the team busy?	1	Core
Clients	What is each client’s work worth, and what did they actually pay us?	Work · Revenue	Core (Revenue needs Billing)
Team	Who produces value, who is over capacity, who delivers on time?	Work · Revenue · Capacity · Delivery	Core (Revenue needs Billing)
Services & work types	Which services and work types earn their keep?	Service lines · By client · Work types	Core (service reports need Billing)
Billing & payments	Is the work we did on an invoice, and who owes us?	Billing health · Receivables	Billing
Client Manager	What does each Client Manager’s whole portfolio earn?	1	Billing
Budgets	Are client budgets on track?	1	Budget
Monitoring	Are we hitting compliance targets?	1	Monitoring

A category is hidden when its feature is off or every report inside it is gated. A report is hidden when its own feature gate is off.

Every category loads a default report. Tabs in the top bar switch between reports within the category. Switching reports inside a category is instant and does not reset your filters or dates — only display parameters (hierarchy, visible KPIs, visible columns, charts) reset to the report’s preset.

Each report fixes one perspective. With Show advanced metrics on (Settings), the table header gains a dropdown with nine perspective and hierarchy combinations, so you can re-slice the same data by Client, Member, Topic, or Service without leaving the report. See Perspectives and hierarchies for the full list.

• KPI cards — headline numbers with prior-period deltas and gauge arrows
• Health signal chips — red for issues, orange for warnings, green for positives; the five most common show first, the rest behind “+N more”; click any chip to filter the table to affected rows
• Gauges — Hours vs target and Revenue vs cost on relevant reports
• Charts — period overview, member breakdown, topic breakdown, depending on the report
• Filter bar — persists across reports; the period and entity filters you set carry over when you switch reports

Your question	Start here
”Is the practice profitable?”	Overview
”Which clients cost us more than they pay?”	Clients › Revenue
”Are we collecting what we bill?”	Billing & payments › Receivables and Billing health
”Is my team over or under capacity?”	Team › Capacity
”Which clients are unhealthy right now?”	Clients › Work — scan the health chips
”Which services make real money?”	Services & work types › Service lines
”Did we blow any budgets?”	Budget Overview
”Is compliance work on target?”	Monitoring Overview

The numbers use plain words: Work value is what the tracked hours are worth at your rates, Work profit is that minus the direct cost, Real profit is what was invoiced minus all tracked cost, Billed share is how much of the work value ended up on a confirmed invoice, Unbilled value is the rest, Days to get paid is the average from invoice to payment (unpaid invoices count as still waiting), Billable share is the share of tracked hours that were billable.

Source	Feeds
Time entries	All production, utilization, and capacity numbers
Invoices + invoice rows	Revenue, realization, write-on/off, DSO, billing lag
Agreements (AMS)	Sales rate, cost rate, overhead, working hours
Company defaults (BI Setup)	Fallback rates and hours when no agreement is set
Budgets	Budget Overview and scope-creep detection
Client Monitor	Monitoring Overview — target vs actual

1. Open Settings & Apps > BI Analytics > Setup.
2. Set company defaults: standard work hours per month, target production %, target margin %.
3. Optionally enable the two opt-in panels: Period comparison and Tracking compliance.
4. Click Save — snapshots are recomputed on next load.

Full details: BI Setup and company defaults.

The module is only available on the Elite plan and currently requires beta access. If you are on Elite and still do not see it, contact Uku support to have beta access enabled for your account.

BI Analytics needs its company defaults configured before meaningful numbers appear. Go to Settings & Apps > BI Analytics > Setup, enter your default rates and work hours, and save. The next report load will rebuild from your data.

Categories are hidden when their underlying feature is off. The Revenue, Billing, and related categories require the Billing feature to be active. The Budgets category requires the Budgeting feature. The Monitoring category requires the Monitoring feature.