BI Analytics — Production Overview
Who can do this
Section titled “Who can do this”Available on the Elite plan, currently in beta with selective customer access. Company Owners and Company Admins see all clients. Company Members see data scoped to their assigned clients.
Where to find it
Section titled “Where to find it”Path: BI Analytics > Production > Production Overview (default report when you click Production)
| KPI | What it tells you |
|---|---|
| **Production value** | Total billable-hours-times-rate this period — how much value the team delivered |
| **Production profit** | Production value minus direct cost — the margin |
| **Hours vs target** | Tracked / agreed hours — capacity check (gauge KPI) |
| **Production growth** | % change vs comparison period |
Default columns
Section titled “Default columns”Production (Value, Profit, Margin %) + Costs (Labor, Overhead, Total cost) + Time (Tracked, Billable) + Info (health chips per client)
How to use it
Section titled “How to use it”Monday morning portfolio review
Section titled “Monday morning portfolio review”- Sort by Production value desc — your top contributors are on top
- Sort by Margin % asc — worst-margin clients on top, even if their value is high
- Click any red health chip (“Negative profit · 3”) to filter to just those clients
- For each, click the chevron to drill into members and topics — find the cause
- Save as a bookmark for next week
Find scope-creeping clients
Section titled “Find scope-creeping clients”- Period = last quarter
- Click the Scope creep chip — table filters to affected clients
- Sort by Production value desc — biggest scope-creep clients on top
- Drill in to see which topics are absorbing the extra hours
Health chips most common here
Section titled “Health chips most common here”Negative profit, Underpriced (margin < 5%), Scope creep, Over-serviced, Concentration risk; Star client and Growing client (positive). See Health signals reference.
Troubleshooting
Section titled “Troubleshooting”Production value doesn’t match my invoiced amounts
Section titled “Production value doesn’t match my invoiced amounts”Production value is rate × hours, not invoiced amounts. It includes work delivered but not yet invoiced. For the invoiced version, use Revenue Overview.
One client has high value but low margin
Section titled “One client has high value but low margin”Either the cost rate is high (senior team) or overhead allocation is high. Drill in to see member-by-member cost vs production.
Should the Hours-vs-target gauge be 100%?
Section titled “Should the Hours-vs-target gauge be 100%?”Healthy practices sit at 80–95%. 100% means everyone is logging exactly their agreed hours; >100% means overtime; <80% means idle capacity.