BI Analytics — Utilization & Capacity 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. 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.