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
Dashboard Explained
Achieved hourly rate by office and month. Average Rate Analysis confirms whether the firm is holding its fee rates over time or quietly discounting — a trend that is often invisible until it has already compounded into a significant margin problem.
How to use it
Use Average Rate Analysis in quarterly reviews to test whether rate increases are holding. A falling average rate in a specific office or discipline, despite a standard-rate increase, typically signals that work is being recorded at written-down rates. Pair with Rates Analysis in the Finance module for the full standard vs charged vs invoiced rate breakdown.
Understanding your data
Key Fields | How it's Calculated |
Average Charged Rate | Total charge amount for the period divided by total chargeable hours. Shows the blended hourly rate achieved across all staff and projects for the office |
Average Invoiced Rate | Total invoiced revenue for the period divided by the total chargeable hours associated with those invoices. May differ from the charged rate where write-downs have been applied |
Rate Name | The fee rate category assigned to each staff member in Total Synergy (e.g. Director, Senior Architect, Graduate). Used to slice average rates by role or discipline |
Hours | Total chargeable hours recorded for the period, used as the denominator for both the charged and invoiced rate calculations |
Month-on-Month Rate Variance | The difference in average charged rate between consecutive periods, showing whether rates are holding, growing or declining over time |
Filters
Period: Last Month / This Month toggle
Office: Filter to one or more offices
Slice By: Office, PM, or discipline
Units: Absolute dollar values