BI Analytics — Revenue by Members

Quick answer

Revenue by Members anchors revenue on people. Each row is one member with confirmed revenue, operating profit, realization, write-off, and effective yield (revenue per tracked hour). Use it for promotion cases, rate-raise candidates, and low-yield interventions.

Who can do this

Available on the Elite plan with the billing feature active, currently in beta with selective customer access.

Where to find it

Path: BI Analytics > Revenue & Profitability > By Members tab

KPIs

KPI	What it tells you
**Revenue**	Confirmed invoices attributable to this member's work
**Operating profit**	Revenue − member's labor and overhead
**Realization %**	Confirmed revenue / production value (per member)
**Effective yield**	Revenue per tracked hour — comparable across members regardless of rate
**Write-on/off**	Net edits to member-attributed invoice rows

How to use it

Annual review yield comparison

1. Period = last 12 months
2. Sort by Effective yield desc
3. Top members generate more revenue per hour worked — promotion candidates
4. Bottom members may need rate review, training, or different assignment

Find where write-offs happen

1. Sort by Write-on/off asc (most negative first)
2. Drill into top write-off members to see which clients drove it
3. Distinguish: is the member discounting, or is the client a chronic write-down?

Troubleshooting

Effective yield is much lower than the member’s bill rate

Effective yield is revenue / tracked hours (including non-billable). Bill rate is revenue / billable hours. A bench-heavy member has a high bill rate but low yield.

Member’s actual profit is negative but production profit is positive

Production was delivered (positive profit) but revenue was lower (write-off or unbilled), driving actual profit negative. See Billing Health for the cause.