WIP Analytics
Work-In-Progress (WIP) represents time that has been recorded but not yet invoiced. WIP analytics help you understand your practice's revenue pipeline and identify unbilled work.
WIP Dashboard
The WIP dashboard shows:
| Metric | Description |
|---|---|
| Total WIP | Sum of all unbilled time entries (hours × rate) |
| WIP by Entity | Breakdown per client entity |
| WIP by Service | Breakdown per service category |
| WIP by User | Breakdown per staff member |
| Oldest WIP | The longest-unbilled time entries |
| WIP Trend | Month-over-month WIP growth |
WIP by Entity
A table showing each entity's unbilled work:
| Column | Description |
|---|---|
| Entity | Client name |
| Hours | Total unbilled hours |
| Value | Total unbilled value (hours × rate) |
| Oldest Entry | Date of oldest unbilled entry |
| Days Unbilled | How long the oldest entry has been waiting |
Stale WIP
WIP older than 90 days is highlighted in red. Consider invoicing promptly or writing off entries that won't be billed.
WIP Ageing
Similar to invoice ageing, WIP ageing tracks how long time has been unbilled:
| Age Band | Risk Level |
|---|---|
| 0 – 30 days | Normal — within billing cycle |
| 31 – 60 days | Attention — should be invoiced soon |
| 61 – 90 days | At risk — invoice or review |
| 90+ days | Critical — write off or invoice immediately |
Write-Offs
To write off unbilled time:
- Navigate to Time Tracking
- Select the entries to write off
- Click Write Off
- Enter a reason
- The entries are removed from WIP but remain in reports
Revenue Analytics
The billing section also provides:
| Report | Description |
|---|---|
| Revenue by Month | Monthly invoiced revenue |
| Revenue by Service | Which services generate the most revenue |
| Revenue by Entity | Top billing clients |
| Realisation Rate | (Invoiced ÷ Recorded) × 100% |
| Collection Rate | (Paid ÷ Invoiced) × 100% |
| Utilisation Rate | (Billable hours ÷ Available hours) × 100% |
Approvals
The Approvals section covers the time entry review and approval workflow.