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 — revenue, recovery, gross profit, profitability, 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 recovery and profitability against the firm average — consistent underperformance relative to peers is a conversation starter for workload allocation. There's no utilisation figure on this page; for that, and for individual staff data, use Staff Performance.
Understanding your data
Key Fields | How it's Calculated |
Revenue (Transactions) & Charge Generated by Month | Monthly transaction-based revenue (time only) vs. charge generated (chargeable, time only) |
Recovery & Gross Profit by Month | Recovery % and Gross Profit %, trended monthly |
Revenue & Charge by Slice | Same revenue/charge measures, broken out by the selected Slice By dimension |
Recovery by Slice | Recovery %, broken out by slice |
Project Profitability by Slice | Profitability % excluding billable WIP, by slice |
Average Hourly Rate by Slice | Blended hourly rate, by slice |
Visuals
Revenue (Transactions) & Charge Generated by Month (combo chart)
Recovery & Gross Profit by Month (line)
Revenue & Charge by Slice (bar)
Recovery by Slice (bar)
Project Profitability by Slice (bar)
Average Hourly Rate by Slice (bar)
Filters
Office: filter by Project Office
Team: filter to a specific team
Reports To: filter by the director/lead the team reports to
Primary Rate Name: filter by primary rate category
Staff Name: filter to a specific staff member
Slice By: choose the dimension for the aggregated graph visuals
Toggles
Inc No Billing / Exclude: whether No Billing stages are included in the Project Profitability calculation