Edition: Business + Insights Pro Add-on, 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 slice and by month.
How to use it
Use Recovery Analysis in leadership reviews to name the offices (or other slices) 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. Use the table's Slice → Project drill down to trace a low-recovery slice back to the specific projects behind it. Since there's no Prior-Year comparison on this page, use the monthly trend itself to judge whether a dip is seasonal or worsening. If recovery is falling in an office where WIP is growing, it typically means PMs are writing time below fee rather than managing scope.
Understanding your data
Key Fields | How it's Calculated |
Recovery by Slice | Invoiced revenue divided by charge generated, broken out by the selected Slice By dimension. Below 100% means some chargeable work wasn't recovered through invoicing |
Recovery by Slice per Month | Same measure, split by month and by slice |
Slice × Month table | Same monthly figures in table form by slice, drillable by Slice → Project, with Total row/column |
Visuals
Recovery by Slice (bar)
Recovery by Slice per Month (trend)
Slice × Month table (Slice → Project drill down)
Filters
Office: filter by Project Office
Discipline: filter by Stage Discipline
Project Manager: filter by Project Manager
Project Status: filter by Project Status
Project Type: filter by Project Type
Cost Centre: filter by Stage Cost Centre
Stage Manager: filter by Stage Manager
Stage Status: filter by Stage Status
Stage Fee Type: filter by Stage Fee Type
Project: filter to a specific project
Slice By: choose the dimension for the aggregated graph visuals