BI Analytics — Utilization & Capacity category
Who can do this
Section titled “Who can do this”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.
The two “utilization” metrics — read this first
Section titled “The two “utilization” metrics — read this first”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.
What this category covers
Section titled “What this category covers”- 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
Reports in this category
Section titled “Reports in this category”| Report | Focus | Best for |
|---|---|---|
| [Utilization Overview](../utilization-overview/) | Capacity, billable mix, compliance | "Is everyone working the right amount, on the right kind of work?" |
| [Work Completion](../work-completion/) | On-time, estimation accuracy, cycle time | "Are we any good at finishing what we started, on time?" |
When to open which one
Section titled “When to open which one”- 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.
Capacity rules of thumb
Section titled “Capacity rules of thumb”- 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
Health chips in this category
Section titled “Health chips in this category”- Low utilization, Bench heavy, Overtime pattern (burnout), Low compliance, Idle capacity
- Star performer, High efficiency (positive)
Troubleshooting
Section titled “Troubleshooting”Member shows 100% on the gauge but 50% on the column
Section titled “Member shows 100% on the gauge but 50% on the column”Both are correct — different metrics. See Gauges explained.
Time entry compliance is blank
Section titled “Time entry compliance is blank”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.
One member is at 200% utilization
Section titled “One member is at 200% utilization”The cap is 200% deliberately — to show overwork. They are tracking twice their agreed hours. Investigate: this is the burnout signal.
Can I use this category without billing?
Section titled “Can I use this category without billing?”Yes — this is the only BI category that does not need the billing feature. Time entries and agreements are sufficient.