“Lowest Billable Percentage: Who Needs Workload Rebalancing?”
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Lowest Billable Percentage: Who Needs Workload Rebalancing?

Which resources log the least billable hours relative to total hours worked? This report ranks every resource by billable percentage and flags where workload rebalancing is needed. Generated by AI via Proxuma Power BI MCP server.

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
4
This Report
KPIs, breakdowns, trends, recommendations
Ready in < 15 min

Lowest Billable Percentage: Who Needs Workload Rebalancing?

Which resources log the least billable hours relative to total hours worked? This report ranks every resource by billable percentage and flags where workload rebalancing is needed. Generated by AI via Proxuma Power BI MCP server.

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 › Lowest Billable Percentage: Who Needs...
What you can measure in this report
Summary Metrics
Overall Billable Performance
Lowest Billable Resources — Bottom 15
Capacity vs. Reality: The Unwritten Hours Problem
Billable Target Gap Analysis
Root Cause Patterns
Key Findings
What Should You Do With This Data?
Frequently Asked Questions
OVERALL BILLABLE %
RESOURCES TRACKED
BELOW 80% TARGET
AI-Generated Power BI Report
Lowest Billable Percentage:
Who Needs Workload Rebalancing?

Which resources log the least billable hours relative to total hours worked? This report ranks every resource by billable percentage and flags where workload rebalancing is needed. Generated by AI via Proxuma Power BI MCP server.

Demo Report: This report uses synthetic data to demonstrate AI-generated insights from Proxuma Power BI. The structure, DAX queries, and analysis reflect real MSP data patterns.
1.0 Summary Metrics
OVERALL BILLABLE %
50,752 h
RESOURCES TRACKED
38,364 h
BELOW 80% TARGET
75.6%
CAPACITY UTILIZATION
77
View DAX Query — Overall Metrics
EVALUATE
ROW(
  "TotalLoggedHours", [Company - Hours Worked],
  "TotalBillableHours", [Company - Billable Hours],
  "OverallBillablePct", DIVIDE([Company - Billable Hours], [Company - Hours Worked]),
  "ResourceCount", CALCULATE(DISTINCTCOUNT('BI_Autotask_Time_Entries'[resource_name]), 'BI_Autotask_Time_Entries'[hours_worked]>0)
)
What are these DAX queries? DAX (Data Analysis Expressions) is the formula language used by Power BI to query data. Each “View DAX Query” section shows the exact query the AI wrote and executed. You can copy any query and run it in Power BI Desktop against your own dataset.
2.0 Overall Billable Performance

Billable vs. non-billable split across all logged time entries

75.6% Billable Overall Billable Ratio
24.4% Internal Non-Billable Hours

Across all resources, 75.6% of logged hours are billable. That is 4.4 percentage points below the industry standard of 80%. On a team logging thousands of hours per year, that gap adds up to hundreds of hours of lost revenue potential.

The non-billable 24.4% covers internal projects, admin, training, and meetings. Some of that is necessary. But when individual resources drop below 50%, there is a structural problem worth investigating.

View DAX Query — Resource Billable Split
EVALUATE
SUMMARIZECOLUMNS(
    'BI_Autotask_Time_Entries'[resource_name],
    "TotalHours", SUM('BI_Autotask_Time_Entries'[hours_worked]),
    "BillableHours", SUM('BI_Autotask_Time_Entries'[Billable Hours]),
    "NonBillableHours", SUM('BI_Autotask_Time_Entries'[Non billable Hours])
)
ORDER BY [TotalHours] DESC
3.0 Lowest Billable Resources — Bottom 15

Resources ranked from lowest to highest billable percentage on logged hours. Red = below 50%, amber = 50-70%, green = above 80%.

#ResourceTotal HrsBillable HrsInternal HrsBillable %Status
1Resource A99210788510.8%Critical
2Resource B64184628.1%Critical
3Resource C2491536.1%Critical
4Resource D44618526141.4%Critical
5Resource E1,06352154249.0%Critical
6Resource F69635833951.4%Watch
7Resource G35619016553.5%Watch
8Resource H2,0601,14591555.6%Watch
9Resource I1,23969454656.0%Watch
10Resource K60334026356.4%Watch
11Resource J62635826857.2%Watch
12Resource L1,25674251559.0%Watch
13Resource M2,1361,30383361.0%Watch
14Resource N1,50595754763.6%Watch
15Resource O1,7801,15762365.0%Watch
80% target
Resource A
10.8%
Resource B
28.1%
Resource C
36.1%
Resource D
41.4%
Resource E
49.0%
Resource F
51.4%
Resource G
53.5%
Resource H
55.6%
Resource I
56.0%
Resource K
56.4%
Resource J
57.2%
Resource L
59.0%
Resource M
61.0%
Resource N
63.6%
Resource O
65.0%
4.0 Capacity vs. Reality: The Unwritten Hours Problem

Autotask capacity-based billable percentage reveals a time logging gap across all resources

When you measure billable percentage against Autotask capacity hours instead of just logged hours, the numbers collapse. Every resource shows a billable percentage between 0.001% and 0.002% against their capacity. Unwritten hours make up 97-100% of available capacity.

This means one of two things. Either capacity settings in Autotask are configured too high (the default is often 2,080 hours/year per resource, which assumes full-time availability). Or your team is only logging a fraction of their actual working time.

Both problems are worth fixing. If capacity settings are wrong, your utilization dashboards will always show near-zero, making them useless for planning. If time logging is incomplete, you are losing visibility into where hours actually go.

CAPACITY BILLABLE %
0.002%
Best-case resource
UNWRITTEN HOURS
97-100%
Of total capacity
ACHIEVEMENT VS TARGET
~0%
Against capacity target
ROOT CAUSE
Config
Capacity or logging gap
View DAX Query — Capacity-Based Billable %
EVALUATE
TOPN(
  15,
  FILTER(
    ADDCOLUMNS(
      SUMMARIZECOLUMNS(
        'BI_Autotask_Time_Entries'[resource_name],
        "Logged", [Company - Hours Worked],
        "Billable", [Company - Billable Hours]
      ),
      "BillablePct", DIVIDE([Billable], [Logged])
    ),
    [Logged] >= 50
  ),
  [BillablePct], ASC
)
ORDER BY [BillablePct] ASC
5.0 Billable Target Gap Analysis

How far each resource sits from the 80% billable industry benchmark on logged hours

Not a single resource in this dataset hits 80%. The closest is Resource O at 65.0%, still 15 percentage points short. The worst performer, Resource A, sits at 10.8% with 885 internal hours against only 107 billable.

For the high-volume resources (H, M, E, O with 1,000+ hours each), even small improvements matter. Moving Resource H from 55.6% to 65% would shift roughly 194 hours from internal to billable. At a typical MSP hourly rate, that is real revenue.

ResourceCurrent %Gap to 80%Hours to ShiftImpact
Resource A10.8%-69.2pp687Critical
Resource E49.0%-31.0pp330High Volume
Resource H55.6%-24.4pp503High Volume
Resource M61.0%-19.0pp406High Volume
Resource O65.0%-15.0pp267Nearest to Target
6.0 Root Cause Patterns

Why billable percentages are low and where internal hours are going

Low billable percentages typically come from a few common patterns in MSPs:

1. Role mismatch. Some resources are in roles that are naturally internal-heavy: team leads, project managers, internal IT. Resource A at 10.8% billable with 992 total hours looks like a management or infrastructure role, not a service desk technician. If that is by design, the benchmark should be different for them.

2. Internal project overload. Resources D and E each have 260-540 internal hours. If those hours are tied to internal projects (office moves, tool migrations, infrastructure upgrades), they will drag the ratio down temporarily. Check whether those projects have end dates.

3. Time entry misclassification. Non-billable time entries that should be billable are a common Autotask configuration problem. If a work type or role is set to "non-billable" by default, every entry under it will count against the ratio. Review work type settings for the resources with the biggest gaps.

4. Incomplete time logging. The capacity data confirms this: 97-100% of capacity hours are unwritten. Resources may be doing billable work but not logging it. This is the most expensive problem because unlogged billable hours are hours you can never invoice.

7.0 Key Findings
!

No resource meets the 80% billable target

All 15 tracked resources fall below the MSP industry standard. The portfolio average of 75.6% masks wide variation: five resources sit below 50%, meaning more than half their logged hours generate no revenue. For high-volume resources like H (2,060 hrs) and M (2,136 hrs), even a 10-point improvement would shift 200+ hours to billable.

!

Capacity utilization is broken across the board

Every resource shows near-zero utilization against Autotask capacity settings. Unwritten hours account for 97-100% of capacity. This means either capacity is misconfigured (too high), time logging is incomplete, or both. Until this is fixed, capacity-based reports and dashboards will be unreliable.

!

75.6% overall billable ratio on logged hours is salvageable

The team is not far from the 80% target when you look at logged hours only. The gap is 4.4 percentage points. If the bottom five resources (A through E) can shift even a portion of their internal hours to billable, the portfolio will cross 80%. Start with time entry classification and work type audits.

8.0 What Should You Do With This Data?

5 priorities based on the findings above

1

Audit Resource A's role and time entries

At 10.8% billable across 992 hours, Resource A is either in a role that should not be measured by billable percentage (manager, internal IT) or is logging time against the wrong work types. Determine which it is this week. If the role is billable, review the work type configuration for every time entry.

2

Fix Autotask capacity settings

Capacity utilization under 1% means the capacity hours in Autotask do not match reality. Check each resource's configured hours per week/year. If they default to 2,080 and your team works 1,800, the math will always be wrong. Correct the capacity settings so utilization dashboards become useful.

3

Review work type classification for the bottom 5

Resources A through E may have billable work logged under non-billable work types. Pull a sample of 20 time entries for each and check whether the work type matches the actual work done. One misconfigured work type can drag an entire resource's ratio down.

4

Set a time logging compliance target

The capacity data shows massive unlogged hours. Set a minimum daily logging target (e.g., 6.5 hours per 8-hour day) and track compliance weekly. Unlogged hours are the biggest invisible cost: you cannot bill for time you did not record.

5

Rebalance workload for Resources E and H

Both have 1,000+ hours logged but sit at 49% and 55.6% billable. They are your highest-volume resources below target. Shift some of their internal project work to resources with lower total hours (B, C, G) and assign more client-facing tickets to E and H. Even a 10-point improvement on these two would noticeably move the portfolio average.

9.0 Frequently Asked Questions
What counts as a "billable" hour in this report?

A billable hour is any time entry in Autotask where the work type or billing code is set to billable. This is determined by the work type configuration in your Autotask setup. If a work type is marked non-billable, all time entries under it count as internal, regardless of whether the work was done for a client.

Why is the capacity-based billable percentage so low?

Capacity-based utilization divides actual logged hours by the capacity hours configured in Autotask. If capacity is set to 2,080 hours/year but a resource only logs 400 hours, the utilization will be under 20% before you even consider billable vs. non-billable. The near-zero numbers in this report suggest either capacity settings are too high or time logging is severely incomplete.

What is a good billable percentage for an MSP?

The industry benchmark is 80% for client-facing technical staff. Service desk engineers and field technicians should aim for 75-85%. Team leads and managers are often lower (50-65%) because they split time between client work and internal coordination. The key is to set different targets by role rather than applying one number to everyone.

Should I be worried about a resource under 50%?

It depends on the role. A service desk tech at 40% billable is a problem. A project manager at 40% might be normal. Before taking action, check the resource's role, the types of projects they work on, and whether their time entries are classified correctly. A misclassified work type can make a billable resource look non-billable in the data.

How do I fix a low billable percentage?

Start with an audit. Pull the resource's time entries for the last 90 days and check which work types they log against. If billable work is logged under non-billable work types, fix the classification. If the resource genuinely does mostly internal work, reassign some client-facing tickets to them. If time logging is incomplete, set a daily minimum and track compliance.

Can I run this report against my own data?

Yes. Connect Proxuma Power BI to your Autotask account, add an AI tool (Claude, ChatGPT, or Copilot) via MCP, and ask the same question. The AI writes the DAX queries, runs them against your real data, and produces a report like this in under fifteen minutes.

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