Track revenue at risk

When someone on billable work does not file their timesheet, those hours cannot be invoiced. Revenue at Risk puts a number on that gap: for each person behind on their hours, it prices the missing hours at their billable rate (revenue), their cost rate (cost), and the difference (margin).

How the numbers are computed

For every week in the period, Onplana finds users whose logged hours fall short of their expected hours (compliant and exempt users are skipped). The shortfall hours are summed per user, then priced once with that user’s resolved rates:

• Cost at risk = missing hours times the cost rate
• Revenue at risk = missing hours times the billable rate
• Margin at risk = revenue minus cost

Rows are sorted by margin at risk, worst first, so the most expensive gaps surface at the top. Only billable projects feed cost-at-risk hours, so unlogged internal time does not inflate the figures.

Note

Totals are kept separate per currency, never converted into one number. A team with USD and EUR rate cards sees one total per currency, so an exchange-rate shift can never quietly change an audit figure.

Run the full report

1. Open Reports and select the Revenue at Risk report (it lives at /reports/revenue-at-risk).

2. Set the From and To dates. A single report covers up to 90 days.

3. Review the per-currency margin totals and the per-user table, which includes each person’s rates and how the billable rate was derived.

4. Select Export CSV to take the rows into a spreadsheet or your finance system.

Add the dashboard widget

The custom dashboard catalog includes a Revenue at Risk widget in the Compliance group. It shows the per-currency margin strip and the top users over a configurable lookback window (4 weeks and 5 rows by default), with a link through to the full report.

Who can see it

The report and widget require the compliance management permission, which defaults to organization owners and admins and is configurable in the permission matrix. The widget also guards itself: members and guests see a locked placeholder even if the widget is on a shared dashboard.

Prerequisites that make it useful

• Rate cards with billable rates or markup. Without them revenue equals cost and margin at risk reads zero.
• Projects correctly marked billable or internal.
• Timesheet expectations configured, so “missing hours” has a baseline. See Log and submit timesheets.

FAQs

Why is someone missing from the report? They were compliant or exempt for every week in the range, so they have no hours at risk. Users whose rate cannot be resolved are also skipped rather than priced with a guess.

Does this bill or charge anyone? No. It is a reporting surface only. Nothing is invoiced, and no one is notified by the report itself; reminders and escalations are a separate timesheet enforcement feature.

Why do I see two totals? Your at-risk users resolve to rate cards in different currencies. Each currency gets its own total on purpose, instead of a converted single figure that would move with exchange rates.