Edition: Business + Insights Pro Add-on, Enterprise, Enterprise + Insights Pro Add-on
User-level: Permissions are set at an Organisation level by System Administrators
Who this is for: Studio principals, directors, operations leads
Dashboard Explained
Recovery percentage by office and month with variance to prior year. Recovery Analysis surfaces whether the firm is systematically working below fee — and shows which offices have a structural recovery problem versus a one-off bad month.
How to use it
Use Recovery Analysis in leadership reviews to identify the offices where recovery is consistently below the firm's target. A single low month is often explained by a write-off or project completion — a multi-month trend is a structural issue. If recovery is falling in an office where WIP is growing, it typically means PMs are writing time below fee rather than managing scope. Bring this data into PM performance conversations.
Understanding your data
Key Fields | How it's Calculated |
Recovery % | Invoiced revenue divided by charge generated for the selected period, expressed as a percentage. A figure below 100% means some chargeable work was not recovered through invoicing |
Charge Generated | Total value of chargeable time entries recorded for the period (hours × charge rate). Used as the denominator in the recovery calculation |
Invoiced Revenue | Total value of finalised invoices for the same period. Used as the numerator in the recovery calculation |
Prior-Year Recovery % | Recovery percentage for the equivalent period in the prior financial year; used to track whether recovery is improving or declining over time |
Office | Recovery % is calculated and displayed independently for each office to identify which offices are under- or over-recovering |
Filters
Period: Last Month / This Month toggle
Office: Filter to one or more offices
Units: Percentage view