“Resource Utilization Comparison Across the Team”
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Resource Utilization Comparison Across the Team

Built from: Autotask PSA
How this report was made
1
Autotask PSA
Multiple data sources combined
2
Proxuma Power BI
Pre-built MSP semantic model, 50+ measures
3
AI via MCP
Claude or ChatGPT writes DAX queries, executes them, formats output
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This Report
KPIs, breakdowns, trends, recommendations
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Resource Utilization Comparison Across the Team

This report provides a detailed breakdown of resource utilization comparison across the team for managed service providers.

The data covers the full scope of Autotask PSA records relevant to this analysis, broken down by the key dimensions your team needs for day-to-day decisions and client reporting.

Who should use this: Operations managers, service delivery leads, and MSP owners managing capacity

How often: Weekly for scheduling, monthly for utilization reviews, quarterly for staffing decisions

Time saved
Calculating utilization from time entries and ticket data manually is tedious. This report does it automatically.
Capacity insight
See who is overloaded, who has bandwidth, and where bottlenecks form.
Staffing data
Evidence-based decisions about hiring, scheduling, and workload distribution.
Report categoryResource & Capacity
Data sourceAutotask PSA · Datto RMM · Datto Backup · Microsoft 365 · SmileBack · HubSpot · IT Glue
RefreshReal-time via Power BI
Generation timeUnder 15 minutes
AI requiredClaude, ChatGPT or Copilot
AudienceOperations managers, service delivery leads
Where to find this in Proxuma
Power BI › Resources › Resource Utilization Comparison Acros...
What you can measure in this report
Team Utilization at a Glance
Hours Logged Leaderboard — Top 25 Technicians
Billable Hours Contribution — Top 15 Technicians
High Volume, Low Billable: Where the Revenue Gap Hides
Efficiency Leaders: High Hours, High Billable Rate
Key Findings
Frequently Asked Questions
Total Hours Logged
Team Avg Per Tech
Top Contributor
Team Billable Rate
Resource Utilization Report
Dataset: Autotask PSA
Generated: March 2026
Report ID: PRX-017
Sources: Autotask PSA
Resource Utilization Comparison Across the Team
Hours logged per technician, benchmarked against team average, with combined billable hour contribution
Demo Report: This report uses synthetic Autotask data that mirrors real MSP patterns. Measure names, DAX queries, and report structure are identical to what you would see with your own data connected.
01
Team Utilization at a Glance
Aggregate metrics across all 68 active technicians
Total Hours Logged
50,752
across all techs
Team Avg Per Tech
746 h
hours per resource
Top Contributor
2,400 h
Dr. Amber Ayala DVM
Team Billable Rate
75.6%
Target: 80%
View DAX Query — Team aggregate KPIs
EVALUATE ROW(
  "Total Hours",    [Total],
  "Billable Hours", [Billable],
  "Team Billable%", [Billable % (vs Logged)],
  "Total Capacity", [Capacity Total (Autotask)],
  "Utilization",    [Capacity Utilization Rate (Autotask)]
)
02
Hours Logged Leaderboard — Top 25 Technicians
Ranked by total hours logged, with billable hours and rate shown

The top 25 technicians by logged hours account for the bulk of all activity. The spread between rank 1 and rank 25 is more than 1,450 hours, pointing to a meaningful difference in how much time different parts of the team are recording against client work. Note that this is total logged hours, not a reflection of contracted capacity, so some variation is expected across full-time and part-time resources.

ResourceHoursBillable Rate
Dr. Amber Ayala DVM2,40072.9%
James Li2,13661.0%
Kevin Allen2,06055.6%
Maxwell Reed2,05089.6%
Andrew Roberts1,88880.9%
View DAX Query — Per-technician hours and billable rate
EVALUATE TOPN(10, SUMMARIZECOLUMNS('BI_Autotask_Time_Entries'[resource_name], "TotalHours", SUM('BI_Autotask_Time_Entries'[hours_worked]), "BillableRate", DIVIDE(SUM('BI_Autotask_Time_Entries'[Billable Hours]), SUM('BI_Autotask_Time_Entries'[hours_worked]))), [TotalHours], DESC)
03
Billable Hours Contribution — Top 15 Technicians
Proportional view of billable hours as a share of the top 15 total

High hours and high billable % together produce the most revenue per resource. Maxwell Reed stands out here: logging 2,050 hours at 89.6% billable means 1,838 billable hours, the highest on the team. Tracy Fitzpatrick and Brandon Bishop log fewer total hours but convert almost everything they touch into billable work.

TechnicianBillable HoursHoursRate
Maxwell Reed
1,83889.6%
Dr. Amber Ayala DVM
1,74972.9%
Andrew Roberts
1,52780.9%
James Li
1,30361.0%
Tracy Fitzpatrick
1,25497.2%
Elizabeth Ortega
1,30891.3%
Daniel Daniels
1,34494.7%
Brandon Bishop
1,32297.1%
David Hunt
1,41676.0%
Jonathon Burton
1,21394.4%
Chelsea Thomas
1,15765.0%
Mr. Craig Peck
1,12291.1%
Kevin Allen
1,14555.6%
Jennifer King
1,22877.5%
At or above 75% billable 55–75% billable Below 55% billable
04
High Volume, Low Billable: Where the Revenue Gap Hides
Technicians logging above-average hours but below-average billable rates

The most expensive utilization pattern in any MSP is a technician who logs many hours but converts little of it into billable work. These resources create cost without proportionate revenue. Across the team, five technicians fall into this category: high total hours combined with billable rates well below the 75.6% team average.

Attention Needed
Kevin Allen
2,060 hrs logged · 55.6% billable
915 hrs non-billable — 44.4% of all logged time
Highest non-billable hours of any top-volume tech. Investigate what work is consuming nearly half of this resource's logged time.
Attention Needed
Jerry Mcfarland
1,554 hrs logged · 52.7% billable
735 hrs non-billable — 47.3% of all logged time
Just over half of logged hours are billable. Combined with above-average volume, this is a significant drag on revenue efficiency.
Critical
Paul Hoffman
992 hrs logged · 10.8% billable
885 hrs non-billable — 89.2% of all logged time
Extreme outlier. Almost no billable conversion despite near-average hours. Likely an internal role or scheduling function. Needs classification review.
Watch List
James Li
2,136 hrs logged · 61.0% billable
833 hrs non-billable — 39.0% of all logged time
Second-highest hours on the team, but 15 percentage points below the 80% target. A modest improvement here would recover 300+ billable hours per year.
05
Efficiency Leaders: High Hours, High Billable Rate
Technicians who combine above-average volume with strong billable conversion

The most valuable combination for revenue generation is consistent hours paired with a high billable rate. These technicians are contributing disproportionately to revenue per hour logged. They are worth studying for workflow habits that could be transferred to lower-performing peers.

Maxwell Reed

89.6%
2,050 total hrs · 1,838 billable
Highest billable hours of any resource on the team. High volume and high conversion working together.

Tracy Fitzpatrick

97.2%
1,290 total hrs · 1,254 billable
Near-perfect billable conversion. Almost every logged hour generates revenue.

Brandon Bishop

97.1%
1,362 total hrs · 1,322 billable
Consistently above 97%. Strong output with minimal non-billable drag.

Daniel Daniels

94.7%
1,418 total hrs · 1,344 billable
Well above 1,400 hours with a 94.7% conversion rate. High-impact contributor.

Elizabeth Ortega

91.3%
1,433 total hrs · 1,308 billable
Strong combination of above-average hours and 91% billable conversion.

Jonathon Burton

94.4%
1,285 total hrs · 1,213 billable
Consistently above 94%. Solid hours with efficient time allocation.
06
Key Findings
Four takeaways that require attention from your service manager
!

A 2.6x spread in hours logged points to an uneven workload distribution

The top resource logs 2,400 hours while the 25th resource logs 932. When the same client base is served by a team with this range of activity, some technicians are carrying far more than their share. This risks burnout for the high-volume resources and disengagement for those at the lower end. A regular workload review across dispatchers and schedulers would help rebalance the distribution.

!

Paul Hoffman's 10.8% billable rate on 992 hours is an accounting anomaly

Logging 992 hours while generating only 107 billable hours is not typical of a front-line technical role. Either the resource is categorized incorrectly in Autotask, or time is being logged against internal work types without proper classification. This is worth one targeted conversation with the resource or their team lead before drawing broader conclusions.

Maxwell Reed, Tracy Fitzpatrick, and Brandon Bishop set the standard

These three technicians demonstrate what the top of the utilization curve looks like: high hours logged paired with 89–97% billable rates. Their work patterns, ticket categories, and time-entry habits are worth reviewing as a model. Whether through coaching, process documentation, or a peer review session, there is something transferable here for the rest of the team.

!

Kevin Allen and James Li together carry 833+ non-billable hours

Between them, Kevin Allen and James Li logged more than 1,700 hours, but roughly half of that time did not convert to billable work. At typical MSP rates, that represents a meaningful revenue gap. A targeted conversation about time categorization — internal work being logged against client contracts, admin tasks going uncoded, or recurring work that should be blocked on retainer — could recover a significant portion of that time.

07
Frequently Asked Questions
What does "resource utilization" actually mean in this report?

In this report, resource utilization refers to the total hours each technician has logged in Autotask, compared to the team average. It does not use scheduled capacity data because capacity records in Autotask span different time horizons for different resources. The hours-logged comparison gives a fair, data-driven view of who is recording the most activity against client and internal work.

Why is the team average only 746 hours if techs are logging 2,000+?

The average includes all 68 active resources in the dataset, not just the high-volume techs shown in this top-25 view. When lower-volume resources, part-time roles, or resources who primarily handle admin work are included, the team-wide average drops. The top-25 leaderboard here represents the most active portion of the team by hours logged.

Should every technician aim for the same number of logged hours?

Not necessarily. Some technicians work part-time, handle escalations only, or have roles that are primarily internal. The value of this report is not prescribing a single hours target, but identifying outliers at both ends. A tech logging 2,400 hours while a colleague with the same contract logs 800 hours is a scheduling conversation worth having.

How do I use this data to rebalance workload across the team?

Start with the top 5 by hours and check whether their queues are being dispatched to them by default. If a dispatcher is routing all complex tickets to the same three people, the imbalance is a process issue rather than a capacity one. For the lower-volume resources, check whether they have tickets in progress or whether there are barriers in the queue preventing dispatch to them.

Can I see this data filtered by month or by client?

Yes. The same DAX query can be wrapped in a CALCULATETABLE with DATESINPERIOD to limit the time range, or filtered on the company_name column in BI_Autotask_Time_Entries to show hours per tech for a specific client. The live Power BI dashboard linked at the top of this page includes both slicers out of the box.


The numbers in this report come directly from Autotask time entries via the Proxuma Power BI connector. The AI asked one question, ran four DAX queries, and built this report in under two minutes. No manual export, no pivot tables. The same analysis runs against your live data the moment you connect.

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