BI Analytics — AR Aging (Receivables Aging)
The AR Aging report: who owes us money, how much, and how long have they owed it?
BI Analüütika
Kohandatud töölauad, segmendid, KPI-d ja ärianalüütika.
Kõik artiklid
Section titled “Kõik artiklid”BI Analytics — Billing & Payments category
The Billing & Payments category in BI Analytics: where is revenue leaking, what's unbilled, and who owes us money for how long?
BI Analytics — Billing Gap
The Billing Gap report: what work has been delivered but is not yet on a confirmed invoice?
BI Analytics — Billing Health
The Billing Health report: where in the bill-to-collect chain is revenue being lost?
BI Analytics — Budget Overview
The Budget Overview report: per client with a budget, are we on track — green, amber, or red?
BI Analytics — Budgets category
The Budgets category in BI Analytics: per client, are we on track with the budget — green, amber, or red?
BI Analytics — Column groups and table customization
Why BI Analytics table columns are grouped, how to show and hide columns, and how the group headers work.
BI Analytics — Embedded views in client and member pages
BI Analytics views embedded in the client Analytics tab and member Profile Performance tab — no filter setup, locked to the entity you're viewing.
BI Analytics — Filters, bookmarks, and custom views
What persists across BI reports, what saves into a bookmark, and what makes a system report become a custom view.
BI Analytics — Gauges explained
What the Hours vs target and Revenue vs cost gauge charts show, why the gauge disagrees with the Utilization % column, and when to use which.
BI Analytics — Health signals reference
Every health signal chip in BI Analytics: what it measures, when it fires, and what to do about it.
BI Analytics — KPI glossary
Authoritative reference for every KPI in BI Analytics: what it measures, when it is blank vs zero, and what a bad value means.
BI Analytics — Monitoring category
The Monitoring category in BI Analytics: for every recurring compliance target the firm has set, are we on plan?
BI Analytics — Monitoring Overview
The Monitoring Overview report: for every recurring compliance target the firm has set, are we on plan?
BI Analytics — Period comparison (YoY vs adjacent)
What the KPI arrows compare against, when to use YoY vs adjacent mode, and how to override the smart default.
BI Analytics — Perspectives and hierarchies
What the 9 perspective and hierarchy combinations do, why switching detaches a report, and which perspective to use for which question.
BI Analytics — Production by Members
The Production by Members report: who on the team produces the most value, who is idle, and who is burning out?
BI Analytics — Production by Topics
The Production by Topics report: which work types deliver the best margin, estimation accuracy, and cycle time.
BI Analytics — Production category
The Production category in BI Analytics: what value did the team deliver, what did it cost, and where does the margin live?
BI Analytics — Production Overview
The Production Overview report: which clients are profitable and which are leaking margin, on one screen.
BI Analytics — Revenue & Profitability category
The Revenue & Profitability category in BI Analytics: what did we invoice, collect, and earn after costs, and where is revenue concentrated?
BI Analytics — Revenue by Members
The Revenue by Members report: who converts hours into the most revenue, and what is each person's effective yield?
BI Analytics — Revenue by Services
The Revenue by Services report: per client, which services are bought and which generate the most revenue?
BI Analytics — Revenue Overview
The Revenue Overview report: what was invoiced and earned after write-offs and operating cost, by client.
BI Analytics — Service Lines
The Service Lines report: across the whole firm, which service lines are the revenue engine and where is the firm's mix concentrated?
BI Analytics — Utilization & Capacity category
The Utilization & Capacity category in BI Analytics: how is the team's time being spent, are people hitting deadlines, and is anyone burning out?
BI Analytics — Utilization Overview
The Utilization Overview report: is the team running at capacity, and is the capacity going to billable work?
BI Analytics — what it is and how it's organized
Overview of the BI Analytics module — categories, reports, perspectives, and how to find the right starting point for your role.
BI Analytics — Work Completion
The Work Completion report: are we finishing work on time and are our estimates trustworthy?
BI Setup and company defaults
Configure BI Analytics company defaults — rates, work hours, target percentages — and opt-in panels for period comparison and tracking compliance.