BI Analytics — Health signals reference
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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.
How chips work
Section titled “How chips work”- Detection runs on every request, on every perspective
- Colour encodes severity: red = issue, orange = warning, green = positive
- Count appears only when >1 (“Slow payment · 3”; just “Slow payment” for a single row)
- Click filters the table to rows with that chip; click again to clear
- Filter clears on report switch — chips re-aggregate per report
The count of issues per row appears as a dot in the Info column. Hover the Info cell to see the full list for that row, including warnings and signals.
| Tier | Colour | Meaning |
|---|---|---|
| Issue | Red | Definite problem. Investigate. |
| Warning | Orange | May be intended, but worth a review. |
| Signal | Green | Positive — strength or opportunity. |
Client issues (red)
Section titled “Client issues (red)”- **Over-serviced**
- Client received substantially more hours than their revenue supports. Margin is thin because delivery is high. *Action: Renegotiate scope or rate.*
- **Negative profit**
- Client produced negative operating profit — revenue does not cover delivery cost. *Action: Immediate rate review. May be a loss-leader by design; otherwise act.*
- **Low realization**
- Realization % is below threshold — production value is not being invoiced. *Action: Check scope creep, off-scope work, or underpricing.*
- **Slow payment**
- Average DSO on this client is well above the practice norm. *Action: Collections call, review payment terms.*
- **High write-off**
- Write-on/off is significantly negative — invoices are being discounted heavily. *Action: Find out why: retainer absorbing overages, or unintended discounts?*
- **High unbilled**
- Large amount of delivered work that has never been invoiced. *Action: Chase the billing team — often the fastest revenue recovery lever.*
- **High overdue**
- Large share of invoices past due. *Action: Collections.*
- **Scope creep**
- Extra hours (unplanned) exceed the planned scope by a material percentage. *Action: Convert to billable extras, or amend the engagement.*
- **Poor collection**
- Collection rate (paid / invoiced) below threshold. *Action: Collections review.*
- **Slow invoicing**
- Billing lag is high — work is taking too long to reach the invoice. *Action: Enforce weekly billing cadence.*
- **Budget overrun**
- Actual has exceeded budget with time left in the period. *Action: Conversation with client + engagement partner.*
- **Fixed-fee loss**
- Fixed-fee engagement produced production value exceeding the fee. *Action: Reprice the retainer.*
- **AR aging risk**
- Concentration of AR in old buckets (>60 days) relative to total receivable. *Action: Collection push.*
- **Concentration risk**
- This client represents an unsafe share of total firm revenue. *Action: Diversify or plan for the business-continuity risk.*
- **Payment deteriorating**
- This client's DSO has worsened materially vs their own history. *Action: Early-warning signal — talk before the AR balloons.*
- **Declining margin**
- Margin has deteriorated over the trailing period. *Action: Review rate changes, team assignment, or scope drift.*
- **Underpriced**
- Production margin below 5%. *Action: Rate adjustment.*
Client warnings (orange)
Section titled “Client warnings (orange)”- **Overbilled**
- Invoiced amount is substantially higher than production value — could be correct (fixed-fee premium, retainer) or a billing error. *Action: Review to confirm this is intended. Skipped for fixed-fee clients.*
Client signals (green)
Section titled “Client signals (green)”- **Star client**
- High health score plus above-team-average revenue. *Action: Learn from it and protect it.*
- **Fast payer**
- Low DSO plus high collection rate. *Action: Give them top-tier service; they are the cash engine.*
- **Rate increase opportunity**
- Realization and utilization both high — margin cushion available for a rate increase. *Action: Candidate for annual rate review.*
- **Growing client**
- Above-average volume plus positive margin and no issues. *Action: Upsell candidate.*
Member issues (red)
Section titled “Member issues (red)”- **No tracked time**
- Member logged no time in the period. *Action: Timesheet reminder, or deactivate if ex-employee.*
- **Major loss**
- Member produced substantial negative operating profit. *Action: Check rate vs cost and assignment.*
- **Low compliance**
- Member's time entry compliance below threshold. *Action: Compliance conversation.*
- **Low utilization**
- Billable hours well below agreed. *Action: Assign more billable work or reduce agreed hours.*
- **Bench heavy**
- Large share of tracked hours are non-billable. *Action: Review assignment mix.*
- **Low yield**
- Revenue per tracked hour below threshold. *Action: Rate, assignment, or efficiency review.*
- **Idle capacity**
- Tracked hours well below agreed hours — person has capacity. *Action: Assign work.*
- **Overtime pattern**
- Tracked > 110% of available hours — the real burnout signal. *Action: Urgent — rebalance workload.*
- **Client dependency**
- Member's revenue concentrated heavily on one client. *Action: Diversify assignment for business continuity.*
- **Underpriced**
- Member's margin below 5%. *Action: Rate review.*
Member signals (green)
Section titled “Member signals (green)”- **Star performer**
- High utilization + high margin, no major issues. *Action: Recognition, and study what they are doing right.*
- **High efficiency**
- Efficiency index meaningfully above team average. *Action: Reference for training the rest of the team.*
Topic issues (red)
Section titled “Topic issues (red)”- **Negative margin**
- Topic produced negative operating profit across the period. *Action: Reprice or discontinue the service.*
- **No production**
- Topic is assigned to tasks but no billable time was logged. *Action: Clean up the topic catalog if stale.*
- **Scope creep**
- Topic is generating extra hours above plan.
- **Poor collection**
- Invoices scoped to this topic have low collection rate.
About thresholds
Section titled “About thresholds”Numeric thresholds are defined in code as HEALTH_* constants and can change as product thresholds tighten. The tooltip on each chip shows the currently active threshold — hover the chip to see the live rule. This reference describes the condition in plain language so threshold tweaks do not obsolete the article.
Troubleshooting
Section titled “Troubleshooting”A client shows no chips at all
Section titled “A client shows no chips at all”Either (a) no issues or signals fire, (b) the data window has no activity for that client in the period, or (c) features that power a chip are disabled (billing-dependent chips skip when billing is off).
Why is Overbilled orange instead of red?
Section titled “Why is Overbilled orange instead of red?”Because it is frequently intentional — fixed-fee retainers, premium pricing. Orange says “worth a look” without screaming emergency. Fixed-fee clients skip the overbilled check entirely.
Are chips per-period or all-time?
Section titled “Are chips per-period or all-time?”Per-period — the same selection that drives the report. Change the date picker and chips recompute.
Does clicking a chip update the URL?
Section titled “Does clicking a chip update the URL?”No — chip filters are client-side. The URL does not update. Bookmarking a chip-filtered view is not supported today; use a real entity filter if you need persistence.