Utilization & Capacity category

Available on the Elite plan, currently in beta with selective customer access. This category does not require the billing feature — time tracking and agreements alone power it.

There are two metrics that both get casually called “utilization”. They answer different questions and frequently disagree.

Where	Formula	Question
Hours vs target gauge	tracked / agreed	Did the person log the contracted hours?
Utilization % column	billable / tracked	Of the logged hours, how much could be sold?

See Gauges explained — this is the most common source of confusion in the whole product.

• Hours-vs-target gauge for the whole company at a glance
• Per-member: tracked hours, billable hours, agreed hours, billable %
• On-time delivery rate
• Estimation accuracy — are we any good at planning?
• Average cycle time — how fast does work move from start to done
• Time-entry compliance — are people logging hours promptly
• Burnout signals — overtime pattern chip when tracked > 110% of available

Report	Focus	Best for
Utilization Overview	Capacity, billable mix, compliance	”Is everyone working the right amount, on the right kind of work?”
Work Completion	On-time, estimation accuracy, cycle time	”Are we any good at finishing what we started, on time?”

• Team lead doing weekly review → Utilization Overview. Glance at gauge → spot under/over-utilised members → drill down.
• HR doing capacity planning → Utilization Overview, filter by department.
• Engagement manager checking delivery → Work Completion. On-time and cycle time tell you if commitments are being kept.
• Quarterly performance review → Both reports for one member, spanning a quarter.

• Tracked < 80% of agreed → idle capacity, member can take more work
• Tracked > 110% of agreed → overtime pattern, burnout signal
• Billable < 50% of tracked → bench-heavy, time isn’t selling
• Tracked < 50% of expected days → low compliance, time isn’t being logged

• Low utilization, Bench heavy, Overtime pattern (burnout), Low compliance, Idle capacity
• Star performer, High efficiency (positive)

Both are correct — different metrics. See Gauges explained.

Either the Show tracking compliance opt-in panel is off (default), or the member has no agreement defining expected workdays. Turn the panel on at Settings & Apps > BI Analytics > Setup.

The cap is 200% deliberately — to show overwork. They are tracking twice their agreed hours. Investigate: this is the burnout signal.

Yes — this is the only BI category that does not need the billing feature. Time entries and agreements are sufficient.