BI Analytics — Production category
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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.
Company Owners and Company Admins see all firm data. Company Members see data scoped to their assigned clients.
What Production reports answer
Section titled “What Production reports answer”- “We’re busy — but is the busyness profitable?”
- “Which clients drain margin and which lift it?”
- “Is one team or topic dragging the average down?”
- “Did the team work the hours we agreed on?”
Key concept: Production vs Revenue
Section titled “Key concept: Production vs Revenue”Production reports do not depend on invoicing. They are pure delivery economics: hours × rate vs hours × cost, before billing decisions enter the picture. That makes them the cleanest signal of how much value the team produces per period.
| Term | Meaning |
|---|---|
| **Production value** | Billable hours × sales rate. The value of what was delivered, before invoicing. |
| **Production profit** | Production value − labor cost − overhead. Margin on delivery. |
| **Production margin %** | Production profit / production value. |
| **Hours vs target** | Tracked hours / agreed hours. Capacity / effort, not billable mix. |
Reports in this category
Section titled “Reports in this category”| Report | Anchor | Best for |
|---|---|---|
| [Production Overview](../production-overview/) | Client | "Across all clients, who's profitable?" |
| [Production by Members](../production-by-members/) | Member | "Which person on my team produces the most?" |
| [Production by Topics](../production-by-topics/) | Topic | "Which work types pay off and which don't?" |
When to open which one
Section titled “When to open which one”- Practice owner → Production Overview first. Every client on one screen, with health chips and margin.
- Team lead / department head → Production by Members. Your team, side-by-side, sortable by margin or compliance.
- Any role asking “what work pays?” → Production by Topics. Topic-level economics make pricing decisions easier.
Health chips in this category
Section titled “Health chips in this category”- Negative profit
- Underpriced
- Scope creep
- Over-serviced
- Bench heavy (member reports)
- Low utilization (member reports)
- Star client and Growing client (positive)
See Health signals reference for the full list and what each means.
Filter tips
Section titled “Filter tips”Filters carry across reports inside the category — set them once on Production Overview, then click into Production by Members to see the same scope from a member angle.
- Last quarter, all clients — strategic review
- This year, single department — manager’s view
- Single member, last 12 months — annual performance review
Troubleshooting
Section titled “Troubleshooting”Production value is high but profit is low
Section titled “Production value is high but profit is low”Either the cost rate is high (senior team on a senior-priced engagement) or overhead is high. Drill into the client to see member-level cost vs production.
Team is fully tracked but production value is low
Section titled “Team is fully tracked but production value is low”Tracked time includes non-billable hours. Look at the Utilization column (billable / tracked) to see how much of the tracked time has a billable rate behind it.