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 leads, team managers, directors
Dashboard Explained
Headline KPIs — utilisation, recovery, gross profit and hourly rate — cut by team rather than office. Team Performance gives studio leads a view of how their team is tracking against the firm's averages and against other teams, without requiring access to individual staff records.
New in Insights Pro: This dashboard did not exist in Analytics Plus.
How to use it
Use Team Performance in team leadership meetings to set context before going into project-level detail. Compare your team's utilisation and recovery against the firm average — consistent underperformance relative to peers is a conversation starter for workload allocation. For individual staff data, use Staff Performance.
Understanding your data
Key Fields | How it's Calculated |
Team Invoiced Revenue | Total value of finalised invoices for work performed by staff within the team for the period |
Team Charge Generated | Total charge from time entries recorded by team members (hours × charge rate) for the period |
Team Recovery % | Team invoiced revenue as a percentage of team charge generated. Calculated identically to the firm-wide recovery %, but scoped to the team |
Team Gross Profit % | Team invoiced revenue minus team staff costs, divided by team invoiced revenue |
Team Average Rate | Total team charge divided by total team chargeable hours for the period |
Team Name | The team grouping as configured in Total Synergy. Staff must be assigned to a team for results to appear in this dashboard |
Reports To | The director or studio lead the team reports to; used to roll up team data into reporting hierarchy views |
Filters
Period: Last Month / This Month toggle
Office: Filter to one or more offices
Units: Absolute values or percentages