BI Analytics — what it is and how it's organized
Who can do this
Section titled “Who can do this”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.
What BI Analytics is
Section titled “What BI Analytics is”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.
Where to find it
Section titled “Where to find it”Path: Main navigation > BI Analytics
The sidebar shows six categories. Click a category to open its first report. Other reports in the category appear as tabs in the top bar.
How BI Analytics is organized
Section titled “How BI Analytics is organized”Categories (in the sidebar)
Section titled “Categories (in the sidebar)”| Category | Question it answers | Reports | Feature needed |
|---|---|---|---|
| **Production** | What did we deliver and was it worth the effort? | 3 | Core |
| **Revenue & Profitability** | What did we bill, collect, and earn? | 4 | Billing |
| **Utilization & Capacity** | How is our time being spent? | 2 | Core |
| **Billing & Payments** | Are we billing on time and getting paid? | 3 | 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.
Reports (tabs inside each category)
Section titled “Reports (tabs inside each category)”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.
Perspectives (inside each report)
Section titled “Perspectives (inside each report)”The table header has a single dropdown with nine perspective and hierarchy combinations. Switching perspective lets you re-slice the same data by Client, Member, Topic, or Service without leaving the report. See Perspectives and hierarchies for the full list.
Cross-cutting elements on every report
Section titled “Cross-cutting elements on every report”- KPI cards — headline numbers with prior-period deltas and gauge arrows
- Health signal chips — red for issues, orange for warnings, green for positives; 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
Which report should I open first?
Section titled “Which report should I open first?”| Your question | Start here |
|---|---|
| "Is the practice profitable?" | Production Overview |
| "Which clients cost us more than they pay?" | Revenue Overview |
| "Are we collecting what we bill?" | AR Aging + Billing Health |
| "Is my team over or under-utilized?" | Utilization Overview |
| "Which clients are unhealthy right now?" | Production Overview — scan the health chips |
| "Which services make real money?" | Service Lines |
| "Did we blow any budgets?" | Budget Overview |
| "Is compliance work on target?" | Monitoring Overview |
What data flows into BI Analytics
Section titled “What data flows into BI Analytics”| 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 |
Setup (one-time)
Section titled “Setup (one-time)”- Open Settings & Apps > BI Analytics > Setup.
- Set company defaults: standard work hours per month, target production %, target margin %.
- Optionally enable the two opt-in panels: Period comparison and Tracking compliance.
- Click Save — snapshots are recomputed on next load.
Full details: BI Setup and company defaults.
Troubleshooting
Section titled “Troubleshooting”BI Analytics does not appear in the navigation
Section titled “BI Analytics does not appear in the navigation”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.
All numbers show zero after first enabling
Section titled “All numbers show zero after first enabling”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.
A category is missing from the sidebar
Section titled “A category is missing from the sidebar”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.