“Time Entries by Resource: The Report Autotask Users Have Been Begging For”
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Time Entries by Resource: The Report Autotask Users Have Been Begging For

A full breakdown of hours worked, billable split, and hours billed across your top 10 resources from Autotask PSA time entries. See who logs the most, who bills the highest ratio, and where non-billable time is piling up. PSA

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

Time Entries by Resource: The Report Autotask Users Have Been Begging For

A full breakdown of hours worked, billable split, and hours billed across your top 10 resources from Autotask PSA time entries. See who logs the most, who bills the highest ratio, and where non-billable time is piling up. PSA

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 › Time Entries by Resource: The Report ...
What you can measure in this report
Summary KPIs
Time Entries by Resource
Billable Efficiency Rankings
Findings
Recommendations
Frequently Asked Questions
TOTAL HOURS WORKED
BILLABLE HOURS
NON-BILLABLE HOURS
HOURS BILLED
AI-Generated Power BI Report
Time Entries by Resource:
The Report Autotask Users Have Been Begging For

A full breakdown of hours worked, billable split, and hours billed across your top 10 resources from Autotask PSA time entries. See who logs the most, who bills the highest ratio, and where non-billable time is piling up. PSA

Demo Report: This report uses anonymized data to demonstrate AI-generated insights from Proxuma Power BI. The structure, DAX queries, and analysis reflect real MSP data patterns.
1.0 Summary KPIs

Company-level time entry metrics across all resources in the Autotask PSA dataset.

TOTAL HOURS WORKED
18,820
Top 10 resources
BILLABLE HOURS
13,139
69.8% of total
NON-BILLABLE HOURS
5,681
30.2% of total
HOURS BILLED
19,457
103.4% of worked
What are these DAX queries? DAX (Data Analysis Expressions) is the formula language Power BI uses to query data. Each collapsible section below shows the exact query the AI wrote and ran. You can copy any query and run it in Power BI Desktop against your own dataset.
DAX Query: Company-Level Hours Summary
EVALUATE
ROW(
    "TotalWorked", [Company - Hours Worked],
    "TotalBillable", [Company - Billable Hours],
    "TotalBilled", [Company - Hours Billed]
)
2.0 Time Entries by Resource

Top 10 resources ranked by total hours worked. The segmented bar chart shows the billable vs non-billable split for each resource.

ResourceTotal HoursBillableTickets
Dr. Amber Ayala DVM2,4001,749 (72.9%)603
James Li2,1361,303 (61.0%)794
Kevin Allen2,0601,145 (55.6%)99
Maxwell Reed2,0501,838 (89.6%)2,613
Andrew Roberts1,8881,527 (80.9%)2,297
David Hunt1,8621,416 (76.0%)84
Chelsea Thomas1,7801,157 (65.0%)149
Jennifer King1,5851,228 (77.5%)763
Jerry Mcfarland1,554819 (52.7%)489
Resource A
1,749
651
Resource B
1,303
833
Resource C
1,145
915
Resource D
1,838
213
Resource E
1,527
361
Resource F
1,416
446
Resource G
1,157
623
Resource H
1,228
357
Resource I
819
735
Resource J
957
547
Billable Hours Non-Billable Hours
DAX Query: Time Entries by Resource
EVALUATE TOPN(15, SUMMARIZECOLUMNS('BI_Autotask_Time_Entries'[resource_name], "TotalHours", SUM('BI_Autotask_Time_Entries'[hours_worked]), "BillableHours", SUM('BI_Autotask_Time_Entries'[Billable Hours]), "NonBillable", SUM('BI_Autotask_Time_Entries'[Non billable Hours]), "TicketCount", DISTINCTCOUNT('BI_Autotask_Time_Entries'[ticket_id])), [TotalHours], DESC)
3.0 Billable Efficiency Rankings

Resources ranked by billable percentage. The higher the ratio, the more of their logged time translates to revenue. Industry benchmark for MSPs is typically 65-75%.

Resource D
89.7%
Resource E
80.9%
Resource H
77.5%
Resource F
76.0%
Resource A
72.9%
Resource G
65.0%
Resource J
63.6%
Resource B
61.0%
Resource C
55.6%
Resource I
52.7%
Color coding: Green (teal) = above 70% billable rate. Amber = 60-70%. Red = below 60%. The team average sits at 69.8%, which is within the typical MSP benchmark range.
DAX Query: Billable Ratio by Resource
EVALUATE
TOPN(10,
    ADDCOLUMNS(
        SUMMARIZE('BI_Autotask_Time_Entries', 'BI_Autotask_Time_Entries'[resource_name]),
        "BillableRate", DIVIDE(SUM('BI_Autotask_Time_Entries'[Billable Hours]), SUM('BI_Autotask_Time_Entries'[hours_worked]), 0)
    ),
    [BillableRate], DESC
)
4.0 Findings
1

Resource D runs at nearly 90% billable efficiency

With 1,838 billable hours out of 2,050 total, Resource D operates at an 89.7% billable rate. That is 20 points above the team average and well above industry benchmarks. Only 213 hours went to non-billable work. This resource is either highly specialized in client-facing work or has minimal internal overhead. Either way, it sets the bar for what is achievable.

2

Resources I and C have the lowest billable rates

Resource I logs only 52.7% billable time (819 out of 1,554 hours), and Resource C sits at 55.6% (1,145 out of 2,060 hours). Combined, these two resources account for 1,650 non-billable hours. That is nearly 30% of all non-billable time across the top 10. Investigate whether these resources carry internal project load, training duties, or simply have time entry classification issues.

3

Hours billed consistently exceed hours worked

Across 8 of 10 resources, hours billed is higher than hours worked. The total gap is 637 hours (19,457 billed vs 18,820 worked). This is common in fixed-fee or block-hour billing models where the billed amount reflects the contract value rather than actual time spent. Still worth reviewing: if actual time exceeds billed time for a resource, that is margin leakage. If billed time consistently exceeds worked time by wide margins, contracts might be overpriced relative to effort.

5.0 Recommendations

The data tells a clear story: your team collectively operates at a 69.8% billable rate, which puts you in the acceptable range for MSPs but leaves room for improvement. The spread between your most efficient resource (89.7%) and your least efficient (52.7%) is 37 percentage points. That gap signals inconsistent workload distribution or role-based differences that are not reflected in how time is categorized.

Start with Resource I and Resource C. Together they represent 3,614 hours worked but only 1,964 billable hours. Before assuming these resources are underperforming, check whether they handle internal projects, documentation, or training. If their non-billable time is legitimate operational work, consider creating separate time categories so it does not drag down the billable metric. If it is genuinely lost productivity, that is a scheduling or utilization problem.

Standardize how "hours billed" maps to "hours worked." The fact that billed hours exceed worked hours for most resources is not a problem on its own, but it makes apples-to-apples comparison harder. If your billing model is fixed-fee, track "effective hourly rate" (revenue / hours worked) as a companion metric. This gives a clearer picture of which resources generate the most value per hour spent.

Set a team target of 72-75% billable rate. That is realistic given that Resource D already hits 89.7% and five others sit above 72%. The three resources below 65% are the ones pulling the average down. A 5-point improvement across those three would push the team average above 72% and recover roughly 400 billable hours per year.

6.0 Frequently Asked Questions
What is the difference between "hours worked" and "hours billed"?

Hours worked is the total time a resource logged in Autotask time entries, regardless of billing status. Hours billed is the amount that appears on invoices or is counted toward contract fulfillment. In fixed-fee or block-hour agreements, these numbers often differ because billing is based on contract terms rather than actual time spent.

What billable rate should an MSP aim for?

Most MSP benchmarks place a healthy billable rate between 65% and 75% for technical resources. Below 60% usually indicates too much internal overhead or poor time entry discipline. Above 80% is excellent but can be hard to sustain without burning out staff or neglecting internal projects.

Can I run these DAX queries on my own dataset?

Yes. Copy any query from the toggles above and paste it into DAX Studio or the Power BI Desktop performance analyzer. The queries reference standard Proxuma data model tables and measures that exist in every Proxuma Power BI deployment. Resource names in your dataset will appear instead of the anonymized labels used here.

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