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: Finance team, principals, directors
Dashboard Explained
Standard, Charged and Invoiced hourly rates by rate name and over time. Rates Analysis makes the gap between what the firm charges in principle and what it actually invoices visible in a single chart — the discount the firm is quietly giving away across its portfolio.
New in Insights Pro: This dashboard did not exist in Analytics Plus.
How to use it
Use Rates Analysis after a rate review to confirm the new standard rates are flowing through to charged and invoiced work. A persistent gap between Standard and Invoiced rates, even after a rate increase, indicates that write-downs or fixed-fee arrangements are absorbing the increase before it reaches the invoice. Since there's no explicit Rate Gap figure here, compare the Standard and Invoiced lines directly on the monthly chart. Pair with Mark-up/Down Analysis to understand where the gap is being created and by whom.
Understanding your data
Key Fields | How it's Calculated |
Standard Rate | The published hourly rate for each rate category, as entered in Total Synergy's rate cards |
Charged Rate | The actual hourly rate applied when recording time (charge amount ÷ hours) |
Invoiced Rate | The effective hourly rate achieved on invoices (invoiced revenue ÷ chargeable hours) |
Visuals
Average Hourly Rate by Rate Name (Standard / Charged / Invoiced)
Average Hourly Rate by Month (Standard / Charged / Invoiced, trend)
Month × Slice table (Standard plus Charged or Invoiced, per the toggle)
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
Team: filter by team
Stage Status: filter by Stage Status
Primary Rate: filter by primary rate category
Project: filter to a specific project
Slice By: choose the dimension for the aggregated graph visuals
Toggles
Charged / Invoiced: switches which of these two values the Month × Slice table displays alongside Standard