Metric catalogue

Every widget shows one metric. This page lists all of them, what they measure, and precisely how Pike calculates each one. A few things apply throughout:

Date range - every metric is calculated only from data inside the dashboard’s date range.
Currency - money metrics are converted to your workspace currency using each record’s exchange rate.
Submitted time - labour cost, expense-driven delivery cost, and worked revenue count only time entries that are both completed (they have an end time) and submitted. Logged hours counts any completed entry, submitted or not.
Planned resources - forecast metrics come from task allocations: hours scheduled on members or positions, not from logged time.
Deals - sales metrics use deals with an expected close date in the range, not invoices or time entries.

Metrics are organised into five domains: Time, Budget, Revenue, Forecast, and Profitability.

Time

Metric	Unit	How it’s calculated
Available capacity	Hours	For each member with an active contract, `hours per week × (days in range ÷ 7)`, summed across members. Only non-virtual members with a contract in effect are counted.
Logged hours	Hours	The duration (end - start) of every completed time entry in the range, summed and expressed in hours.
Billability	Percent	The billable flag averaged across completed, submitted time entries - each billable entry counts as 100%, each non-billable entry as 0%. It weights entries equally, regardless of their length.
Utilization	Percent	`Logged hours ÷ available capacity`. How much of the time people were available to work was actually logged.

Budget

Metric	Unit	How it’s calculated
Labour cost	Currency	For each completed, submitted time entry, `minutes worked × (cost rate ÷ 60)`, using the member’s contract cost rate in effect when the entry was submitted. Summed.
Expense cost	Currency	Every expense with a date in the range, as `amount × exchange rate`, summed.
Cost of delivery	Currency	Labour cost + expense cost.

Revenue

Metric	Unit	How it’s calculated
Invoiced revenue	Currency	The net line-item total of every paid invoice, `× the invoice exchange rate`, counted in the range by the invoice’s due date (or issue date when there’s no due date).
Worked revenue	Currency	For each completed, submitted time entry, `hours × the member's bill rate on that task`. Entries on tasks with no rate contribute nothing. Summed.

Invoiced vs. worked vs. forecast. Invoiced metrics follow money you’ve actually billed (paid invoices, by invoice date). Worked metrics value the work you delivered (time × bill rate, by the day it was logged), whether or not it’s been invoiced yet. Forecast metrics look ahead: planned resources (task allocations × assignment rate or cost) and pipeline (deals by expected close date).

Forecast

Forecast metrics look ahead. Planned metrics come from task allocations on the allocation calendar. Pipeline metrics come from deals by expected close date. Pike walks each overlapping task allocation day by day, takes that weekday’s hours (Monday–Sunday minutes on the allocation), and multiplies by the rate or cost in effect that day. Allocations on a position that isn’t staffed yet are included. Only allocations whose date range overlaps the dashboard range are included; hours outside the range are clipped.

Metric	Unit	How it’s calculated
Planned revenue	Currency	For each scheduled day, `hours that weekday × the bill rate on the task assignment`. Assignments with no rate contribute nothing. Summed.
Planned cost	Currency	The same hours, `× the member's employment cost rate` for that day (from the active contract, converted to an hourly rate). If the allocation is on a position with no member yet, the position’s hourly cost is used. Summed.
Planned profit	Currency	Planned revenue − planned cost.

Pipeline metrics use deals whose expected close date falls in the dashboard range. Deals without an expected close date are left out. Value is the net line-item total when the deal has line items, otherwise the deal’s value, then multiplied by the deal’s exchange rate.

Metric	Unit	How it’s calculated
Sales pipeline	Currency	Deal value by expected close date, summed.
Weighted pipeline	Currency	Sales pipeline × stage win probability (the deal status probability ÷ 100).

Allocation properties

How planned resource hours are scheduled on tasks.

Deals

Pipeline board, deal value, and expected close dates.

Profitability

Metric	Unit	How it’s calculated
Invoiced profit	Currency	Invoiced revenue - cost of delivery.
Worked profit	Currency	Worked revenue - cost of delivery.
Gross margin	Percent	`Worked profit ÷ worked revenue`. Profit as a share of the revenue you earned.

How you can break down each metric

A metric can only be grouped or filtered by the dimensions it supports. Combined metrics (cost of delivery, profit, margin) support only what both of their inputs share, so their options are narrower.

Metric	Break down by	Filter by
Available capacity	Member	Team, member
Logged hours	Period, member, team, project, customer, billable	Customer, project, team, member
Billability	Period, member, team, project, customer	Customer, project, team, member
Utilization	Member	Team, member
Labour cost	Period, member, team, project, project status, customer	Project, team
Expense cost	Period, team, project, project status, customer, billable	Customer, project, team
Cost of delivery	Period, team, project, project status, customer	Project, team
Invoiced revenue	Period, customer, project, project status	Customer, project
Worked revenue	Period, member, team, project, project status, customer	Customer, project, team, member
Planned revenue	Period, member, team, project, project status, customer	Customer, project, team, member
Planned cost	Period, member, team, project, project status, customer	Customer, project, team, member
Planned profit	Period, member, team, project, project status, customer	Customer, project, team, member
Sales pipeline	Period, deal status, customer	Customer
Weighted pipeline	Period, deal status, customer	Customer
Invoiced profit	Period, customer, project, project status	Project
Worked profit	Period, team, project, project status, customer	Project, team
Gross margin	Period, team, project, project status, customer	Project, team

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Metric catalogue

Time

Budget

Revenue

Forecast

Allocation properties

Deals

Profitability

How you can break down each metric

Build a widget

​Time

​Budget

​Revenue

​Forecast

Allocation properties

Deals

​Profitability

​How you can break down each metric

Build a widget

Time

Budget

Revenue

Forecast

Profitability

How you can break down each metric