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, studio managers
Dashboard Explained
Per-person utilisation, hourly rate, recovery and gross profit in a single table. Staff Performance is the operational tool for managing individuals — use it in performance reviews, to spot capacity problems before they become delivery risks, and to identify people who are consistently over- or under-loaded.
New in Insights Pro: This dashboard did not exist in Analytics Plus.
How to use it
Sort by utilisation to immediately identify who has capacity and who is at risk of burnout. Sort by recovery to find individuals whose work is being written down. Use this data as the factual input to performance reviews rather than relying on subjective impressions. For aggregate team data without individual detail, use Team Performance.
Access to Staff Performance is controlled by the Permissions settings in your Security Matrix. Ensure only authorised users (e.g. directors and studio managers) have access to this dashboard.
Understanding your data
Key Fields | How it's Calculated |
Utilisation % | Each staff member's chargeable hours divided by their contracted hours for the period, expressed as a percentage. Contracted hours must be set on the staff record in Total Synergy |
Average Hourly Rate | Total charge generated by the staff member divided by their total chargeable hours for the period |
Invoiced Revenue | The revenue invoiced from work attributed to this staff member for the selected period |
Charge Generated | Total chargeable time value recorded by the staff member (hours × charge rate) for the period |
Invoiced Charge | The charge value associated specifically with invoiced work for this staff member — the cost basis of their billed time |
Recovery % | The staff member's invoiced revenue as a percentage of their charge generated for the period |
Gross Profit % | The staff member's invoiced revenue minus their cost (hours × cost rate), divided by invoiced revenue |
Filters
Period: Last Month / This Month toggle
Office: Filter to one or more offices
Team: Filter to a specific team
Units: Absolute values or percentages