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Billable IQ

Employee utilization and productivity tracking

Overview

The Billable IQ dashboard tracks how your team's time is spent, focusing on the balance between billable and non-billable hours. For service businesses, utilization is often the most important driver of profitability.

ℹ️ Note: This dashboard requires Time Tracking to be enabled in NetSuite. Without time entries, no data will appear.

What Is Utilization?

Utilization measures what percentage of available time is spent on billable work:

Utilization Rate = Billable Hours ÷ Total Hours Worked × 100

Example:

40 hours worked
28 hours billable
Utilization = 28 ÷ 40 = 70%

A 70% utilization means for every hour worked, 42 minutes are billable and 18 minutes are non-billable.

Key Metrics

Header Metrics

Metric Description
Total Hours All hours logged in the period
Billable Hours Hours that can be billed to clients
Non-Billable Hours Hours that cannot be billed
Utilization Rate Percentage of time that's billable
Non-Billable Cost Labor cost of non-billable hours
Cost Per Non-Billable Day Average daily non-billable labor cost

Status Indicators

Utilization Status Meaning
75%+ Green Excellent utilization
60-75% Yellow Acceptable, room for improvement
Below 60% Red Low utilization, investigate

Your target is configurable in Settings.

Dashboard Sections

Utilization Overview

Gauge chart showing company-wide utilization:

  • Current period utilization
  • Comparison to target
  • Trend arrow (improving/declining)

Department Breakdown

Table showing utilization by department:

Column Description
Department Department name
Employees Headcount
Total Hours Hours logged
Billable Hours Billable portion
Utilization Percentage
vs. Target Above/below target

Click any department to drill into employee details.

Department Heatmap

Visual representation of utilization across departments:

  • Dark green — High utilization
  • Light green — Meeting target
  • Yellow — Below target
  • Red — Significantly below target

Employee Detail

When you drill into a department:

  • Individual employee utilization
  • Time breakdown by project/client
  • Sparkline showing recent trend
  • Comparison to personal target

Service Item Profitability

See how different service types perform:

  • Hours by service item
  • Revenue per service
  • Effective rate (revenue ÷ hours)
  • Contribution margin

Cost Spike Detection

Automatic alerts when non-billable costs increase:

  • Which employees or departments
  • Magnitude of the spike
  • Time period of occurrence

How Time Is Classified

Billable Time

Time entries marked as billable in NetSuite:

  • Client project work
  • Billable meetings
  • Billable travel
  • Any time included on invoices

Non-Billable Time

Everything else:

  • Internal meetings
  • Training and professional development
  • Administrative tasks
  • Sales and business development
  • Non-billable project phases

Excluded Time

Some time may be excluded from analysis:

  • PTO and holidays
  • Employees below minimum hours threshold
  • Hidden employees or departments

Reading the Data

Healthy Patterns

  • Consistent utilization week to week
  • Most employees near or above target
  • Non-billable hours concentrated in specific categories (training, BD)
  • Seasonal patterns explained by business cycles

Warning Signs

  • Declining utilization trend
  • Wide variance between employees
  • High non-billable hours without clear purpose
  • Cost spikes without explanation

Using the Dashboard

Daily/Weekly

  1. Check overall utilization trend
  2. Identify employees with unusually low utilization
  3. Review any cost spike alerts
  4. Confirm time is being logged

Monthly

  1. Analyze department-by-department performance
  2. Compare to targets
  3. Review service item profitability
  4. Adjust staffing or assignments if needed

Quarterly

  1. Review utilization trends over time
  2. Assess department targets (are they realistic?)
  3. Analyze non-billable time categories
  4. Plan hiring or reallocation

Configuration Options

Access via Settings → Billable IQ:

Setting Purpose Default
Target Billable % Your utilization goal 70%
Cost Spike Threshold Alert on non-billable cost increase 25%
Minimum Hours Ignore employees with fewer hours 20
Labor Cost Field Where to find labor cost Auto-detected
Hidden Employees Exclude specific people None
Hidden Departments Exclude departments None
Employee Types Filter by employee type All

Setting Realistic Targets

Business Type Typical Target
Consulting 65-75%
Professional Services 60-70%
Agency 55-65%
Hybrid (products + services) 50-60%

Remember: 100% utilization is not achievable or healthy. Allow time for training, meetings, and business development.

Understanding Non-Billable Time

Not all non-billable time is bad. Categories include:

Necessary Non-Billable

  • Staff meetings
  • Training and development
  • Business development/sales
  • Company events

Concerning Non-Billable

  • Waiting for client decisions
  • Rework and corrections
  • Unutilized capacity
  • Excessive administration

Track non-billable categories to distinguish healthy investment from waste.

Best Practices

Set Clear Expectations

Employees should know their utilization targets and how they're measured.

Track Time Consistently

Data is only as good as time entry compliance. Encourage prompt, accurate logging.

Analyze Trends, Not Snapshots

Weekly utilization fluctuates. Look at rolling averages and monthly trends.

Connect to Revenue

High utilization only matters if the work is profitable. Check effective rates.

Balance Utilization and Growth

Some non-billable time (BD, training) is essential for long-term success.

Common Questions

Why is my utilization lower than expected?

Common causes:

  • Time not being logged (compliance issue)
  • Heavy training or onboarding period
  • Between-project gaps
  • High administrative burden

What's a good target for new employees?

New employees typically have lower utilization (training, ramp-up). Consider 50-60% for the first 3 months.

How do I handle part-time employees?

Gantry uses hours logged, so part-time employees can have the same utilization percentage as full-time.

Why exclude employees with few hours?

Employees with very few hours (vacations, new hires) can skew statistics. The minimum threshold ensures meaningful data.

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