BI Analytics — KPI glossary
Who can do this
Section titled “Who can do this”Available on the Elite plan, currently in beta with selective customer access. If you do not see BI Analytics in the navigation, contact support to enable it for your account.
Company Owners and Company Admins see all firm data. Company Members see data scoped to their assigned clients.
How to read this glossary
Section titled “How to read this glossary”- Means — plain-language definition
- Formula — conceptual formula, not the code
- Blank when — deliberate blanking rules; blank means “no meaningful value”, different from zero
- Good / bad — what direction is healthy
- Seen in — reports where this KPI appears
Production KPIs
Section titled “Production KPIs”Production value
Section titled “Production value”Means: The value of billable work delivered at agreed rates — what the work is worth before invoicing decisions.
Formula: billable hours × sales rate per member per period
Blank when: never — always 0 or higher
Good/bad: higher is more delivered value
Seen in: Production Overview, Production by Members, Production by Topics, embedded Client Production, embedded Member Production
Production profit
Section titled “Production profit”Means: Production value minus direct cost — the margin on work delivered, ignoring invoicing.
Formula: production value − (labor cost + overhead)
Blank when: never
Good/bad: positive is healthy; negative means this work costs more to deliver than it is worth
Seen in: Production Overview, Production by Members, Production by Topics
Production margin %
Section titled “Production margin %”Means: Production profit as a share of production value.
Formula: production profit / production value × 100
Blank when: production value is 0
Good/bad: target is set in BI Setup (default 20%); anything below 5% flags underpriced on the affected entity
Seen in: Production Overview, embedded Client / Member Production
Hours vs target
Section titled “Hours vs target”Means: Tracked hours divided by agreed hours — did the person actually log the time they were contracted to work?
Formula: tracked hours / agreed hours
Blank when: there is no agreement specifying agreed hours
Good/bad: target set in BI Setup (default 80%); much above 100% suggests overtime
Seen in: Production Overview, Utilization Overview, embedded Member Production
Production growth
Section titled “Production growth”Means: Change in production value vs the comparison period.
Formula: (current production − prior production) / prior production × 100
Blank when: prior period has no data (e.g. company was not using Uku last year)
Good/bad: positive is growth
Seen in: Production Overview
Actual profit
Section titled “Actual profit”Means: Revenue minus direct cost — the real profit at the end of the billing process.
Formula: revenue (confirmed invoices) − labor cost − overhead
Blank when: never
Good/bad: higher is better; if much lower than production profit, there is write-off or unbilled work
Seen in: Production by Members, embedded Member Production
Estimation accuracy
Section titled “Estimation accuracy”Means: How well estimates match tracked time.
Formula: 1 − average absolute deviation of tracked vs estimated
Blank when: no estimates set in the period
Good/bad: 100% is perfect; under 70% means estimates are drifting
Seen in: Production by Topics, Work Completion, embedded Member Production
Average cycle time
Section titled “Average cycle time”Means: Average days between task creation and task done.
Formula: avg(done_at − created_at) for completed tasks in period
Blank when: no tasks done in period
Good/bad: lower is faster turnaround
Seen in: Production by Topics, Work Completion
Revenue KPIs
Section titled “Revenue KPIs”Revenue
Section titled “Revenue”Means: Confirmed invoiced amount (sent + paid invoice rows), in your company currency.
Formula: sum of confirmed invoice row values
Blank when: never
Good/bad: higher is better; this is top-line
Seen in: every billing-enabled report
Operating profit
Section titled “Operating profit”Means: Revenue minus direct cost.
Formula: revenue − (labor cost + overhead)
Blank when: never
Good/bad: positive is healthy
Seen in: Revenue Overview, Revenue by Members, Revenue by Services, embedded Client / Member Revenue
Realization %
Section titled “Realization %”Means: Of the production value delivered, how much was actually invoiced?
Formula: confirmed revenue / production value × 100
Blank when: production value = 0, or no confirmed invoices exist yet — rendered as grey “no data”, not red zero
Good/bad: target is 90%+ for most practices; under 70% means you are giving work away
Seen in: Revenue Overview, Revenue by Members, Revenue by Services, Billing Health, Billing Gap, AR Aging, embedded Client / Member Revenue
Write-on/off
Section titled “Write-on/off”Means: Net change made to invoice amounts after they were drafted — positive = wrote up, negative = wrote down.
Formula: sum of (final row value − original row value) on confirmed invoices
Blank when: never (0 when no edits)
Good/bad: large negative values mean billing is being discounted heavily
Seen in: Revenue Overview, Revenue by Members, Revenue by Services, Service Lines, Billing Health, Billing Gap
Average DSO (days sales outstanding)
Section titled “Average DSO (days sales outstanding)”Means: Amount-weighted average days between invoice date and payment (or today for unpaid confirmed invoices).
Formula: sum(days × amount) / sum(amount) across paid and confirmed-unpaid invoices
Blank when: no confirmed invoices in the period
Good/bad: <30 days excellent; 30–60 normal; >75 slow-payer chip fires
Seen in: Revenue Overview, AR Aging, Billing Health
Average billing lag
Section titled “Average billing lag”Means: Average days between the day work was done and the day it was first put on an invoice — invoicing speed.
Formula: avg of (invoice_date − work_date), deduped per invoice
Blank when: no invoiced work in the period
Good/bad: lower is faster; >30 days means you are slow to bill
Seen in: Revenue Overview, Billing Health, Billing Gap, AR Aging
Billing gap (“Revenue leakage”)
Section titled “Billing gap (“Revenue leakage”)”Means: Gap between production value delivered and revenue confirmed — positive means money left on the table, negative means you billed more than you produced (premium pricing).
Formula: production value − confirmed revenue
Blank when: never
Good/bad: a small absolute gap is fine; big positive = unbilled work; big negative = investigate
Seen in: Billing Health, Billing Gap, embedded Client Revenue
Effective yield (effective bill rate)
Section titled “Effective yield (effective bill rate)”Means: Revenue per tracked hour — how much you earn per hour regardless of billability.
Formula: revenue / tracked hours
Blank when: no tracked hours
Good/bad: higher is better
Seen in: Revenue by Members, embedded Client / Member Revenue
Revenue concentration
Section titled “Revenue concentration”Means: Share of total revenue from the top 1/2/3 clients.
Formula: top-N client revenue / total revenue × 100
Blank when: only 1 client
Good/bad: below 30% from top client is diversified; above 50% fires concentration-risk chip
Seen in: Revenue Overview, Service Lines
Utilization & capacity KPIs
Section titled “Utilization & capacity KPIs”Production potential
Section titled “Production potential”Means: Potential production value if every agreed hour had been worked as billable — a capacity ceiling.
Formula: agreed hours × sales rate
Blank when: no agreement
Good/bad: compare to actual production value — gap is unrealized capacity
Seen in: Utilization Overview
Time entry compliance
Section titled “Time entry compliance”Means: How much of the expected time-tracking has actually been tracked — are people logging their hours?
Formula: tracked days / expected working days × 100, capped at 200%
Blank when: Show tracking compliance opt-in is off, or no agreement defining expected days
Good/bad: 100% is full compliance
Seen in: Production by Members, Utilization Overview, embedded Member Production
On-time rate
Section titled “On-time rate”Means: Of tasks with a due date, how many were done on time.
Formula: done on-time / (done on-time + done late) × 100 — tasks without a due date are excluded
Blank when: no tasks with due dates in period
Good/bad: high is good
Seen in: Production by Members, Utilization Overview, Work Completion, embedded Client Production
Labor multiplier
Section titled “Labor multiplier”Means: Revenue or production value divided by labor cost — classic consulting “return on people” metric.
Formula: production value / labor cost
Blank when: labor cost = 0 or unavailable
Good/bad: 3× is healthy for services; below 2× means underpriced
Seen in: Billing Health, embedded Client Production
Health & meta KPIs
Section titled “Health & meta KPIs”Period projection
Section titled “Period projection”Means: Where the current KPI is projected to land by end of selected period, based on rate-to-date.
Formula: current-to-date × (period length / days elapsed)
Blank when: period is already fully elapsed
Seen in: Production Overview
Client health score
Section titled “Client health score”Means: Composite 0–100 score combining margin, realization, payment speed, scope adherence.
Blank when: too little data to score
Good/bad: ≥70 green, 40–70 amber, <40 red
Seen in: Production Overview, Revenue Overview, embedded Client Production/Revenue
Monitoring compliance
Section titled “Monitoring compliance”Means: Share of active monitoring targets whose actual meets or exceeds the target.
Formula: on-target count / active targets × 100
Blank when: no active monitoring targets
Seen in: Monitoring Overview
Budget %
Section titled “Budget %”Means: Share of the client budget used so far.
Formula: actual / budget × 100
Seen in: Budget Overview
Budget status
Section titled “Budget status”Means: Categorical flag — on-track / at-risk / over, based on burn rate vs elapsed time.
Seen in: Budget Overview
Common questions
Section titled “Common questions”Why is realization blank instead of 0?
Section titled “Why is realization blank instead of 0?”Blank (grey) means “no confirmed invoices yet” — billing has not happened for that entity in the period. Zero would imply billing was attempted and returned nothing. This prevents team leads from reacting to a false red flag on a newly-tracked client.
Why does the same KPI show different numbers on different reports?
Section titled “Why does the same KPI show different numbers on different reports?”The formula is the same. What changes is the implicit filter — an embedded Client Production view filters to one client; standalone Production Overview does not. Verify that periods and perspective filters match before comparing.
Why does write-on/off show 0 on the current month?
Section titled “Why does write-on/off show 0 on the current month?”Write-on/off only appears on confirmed invoices. Draft invoices have not been edited against an original, so the delta is 0 until lock.
Why does labor multiplier show ”—”?
Section titled “Why does labor multiplier show ”—”?”Labor cost is unavailable. Either the member has no cost agreement, or their cost type is “monthly” with no value set. Check BI Setup > Company Defaults > Default labor cost.
What’s the difference between “Hours vs target” and the “Utilization %” column?
Section titled “What’s the difference between “Hours vs target” and the “Utilization %” column?”Two different ratios. The gauge KPI is tracked / agreed (did you work your hours). The column is billable / tracked (of the hours you worked, how much could be sold). See Gauges explained.