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: Principals, project managers, finance team
Dashboard Explained
Post-completion financial review by slice: budget consumed, gross profit, and recovery against configured targets, for completed projects. Projects Retrospective looks back at finished work to assess whether it hit its financial targets — a lessons-learned view rather than a live-tracking one.
How to use it
Review Projects Retrospective after project completion, or periodically across a slice, to assess whether finished work is hitting the firm's target Gross Profit % and fee recovery. Since figures here are calculated on a Completed Date basis, this reflects the final outcome rather than an in-progress snapshot — use Project Summary or Projects Snapshot for live-tracking of projects still in progress.
Understanding your data
Key Fields | How it's Calculated |
Budget Consumed % | Charge as a percentage of Budget, for completed stages |
Gross Profit % | Revenue less standard cost as a percentage of revenue, for completed stages, shown against your organisation's configured Target Gross Profit % |
Recovery % | Invoiced revenue ÷ invoiced charge, for completed stages, shown against the Net Invoiced as % of Fee target |
Slice table | Budget, Less Charge, vs Charge %, Charge, Standard Cost, Gross Profit / GP %, Invoiced Charge, Recovery %, Revenue — one row per slice, all on a Completed Date basis |
Visuals
Budget Consumed % (gauge, vs target)
Gross Profit % (gauge, vs configured Target Gross Profit %)
Recovery % (gauge, vs Net Invoiced as % of Fee target)
Slice table (Completed Date basis)
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
Stage Manager: filter by Stage Manager
Stage Status: filter by Stage Status
Stage Fee Type: filter by Stage Fee Type
Project: filter to a specific project
Project Health: filter by project health (RAG level)
Project Director: filter by Project Director
Primary Contact Name: filter by primary contact
Project Salesperson: filter by salesperson
Account Manager: filter by Account Manager
Slice By: choose the dimension for the aggregated graph visuals
Toggles
Units / Thousands / Millions: switches the value scale used across the page