BI Analytics — Revenue & Profitability category

Quick answer

Where the Production category tells you what value the team delivered, the Revenue & Profitability category tells you what value was captured — invoiced, collected, after write-offs and after costs. This is the financial bottom line for a service business.

Who can do this

Available on the Elite plan with the billing feature active, currently in beta with selective customer access. If the category is missing from the BI sidebar, check that billing is enabled in Settings & Apps.

What Revenue & Profitability reports answer

• “I see the production numbers — but did we actually invoice for it?”
• “Realization is below 100% — where exactly is the money lost?”
• “Which clients give us the best yield per hour?”
• “DSO is creeping up — which clients are dragging the average?”
• “Is one service line carrying everything?”

Key terms

Term	Meaning
**Revenue**	Confirmed (sent or paid) invoice amount in your company currency
**Operating profit**	Revenue − labor cost − overhead
**Realization %**	Confirmed revenue / production value × 100. Blank when no confirmed invoices yet.
**Write-on/off**	Net edits to invoice rows after lock. Negative = wrote down.
**DSO**	Average days from invoice date to payment, weighted by amount
**Billing lag**	Average days from work delivery to first invoice
**Effective yield**	Revenue per tracked hour
**Revenue concentration**	Top-N client share of total revenue

Revenue vs Production — the difference

Concept	Production	Revenue
Source	Time × rate	Confirmed invoice rows
Affected by write-offs?	No	Yes
Available for unbilled clients?	Yes	No (zero)
Use for	Delivery economics	Financial reality

When production and revenue diverge, that’s information — not a bug. The gap is the billing gap and shows up in Billing Health.

Reports in this category

Report	Anchor	Best for
[Revenue Overview](../revenue-overview/)	Client	"Across all clients, who actually pays well?"
[Revenue by Members](../revenue-by-members/)	Member	"Who on my team converts hours into real revenue?"
[Revenue by Services](../revenue-by-services/)	Client → Service → Topic	"Per client, which services deliver revenue?"
[Service Lines](../service-lines/)	Service	"Across the firm, which service lines are the engine?"

When to open which one

• CFO / finance lead → Revenue Overview first. Top-line revenue per client + AR signals + write-off visibility.
• Practice owner → Service Lines for a strategic view of where the firm’s money comes from.
• Team lead → Revenue by Members. Yield comparisons across the team.
• Account manager → Revenue by Services for a specific client.

Health chips in this category

• Slow payment, High write-off, Low realization (issues)
• Underpriced, Concentration risk (issues)
• Fast payer, Star client, Rate increase opportunity (positive)

Troubleshooting

Revenue is lower than production value — is that bad?

A small gap is normal (timing of invoicing). A large positive gap means write-down or unbilled work — investigate via Billing Health. A large negative gap (revenue > production) is fine if you’re billing fixed fees at a premium.

Realization is blank for one client

Not a bug. Realization is null when no confirmed invoices exist yet for that client in the period — different from “zero realization”.

Service Lines doesn’t show one of my topics

Service Lines is built from invoiced services, not tracked time. If a topic was tracked but never invoiced, it won’t appear here. Use Production by Topics to see tracked-only topics.