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KPI and Insight Screen – Overhead Recovery View
- 27 May 2023
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KPI and Insight Screen – Overhead Recovery View
- Updated on 27 May 2023
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The Overhead Recovery KPI below allows management to see how much overhead has been recovered based on work sold compared to budgeted overhead.
The Overhead Recovery view of the KPI and Insight screen shown above allows you to define the information on the Overhead Recovery KPI Chart below.
The Overhead Recovery view of the KPI screen on the left allows you to define the information on the Overhead Recovery KPI Chart shown on the right. The Overhead Recovery KPI Chart shows up to two bars representing:
- Budget – The total amount of overhead budgeted for the specified period.
- Projected – The total overhead dollars projected for recovery based on markup7 of labor, materials, sub, equipment, and other applied to work tickets scheduled during the period.
The work tickets for which recovered overhead is displayed are further refined by the selections made on the Overhead Recovery view of the KPI screen, as described in the table below.
| Screen Element | Description |
|---|---|
| KPI or Insight Type | When initially creating a new KPI element for display, this field allows you to choose one of the six KPI types and determines which view is used for accepting KPI parameters. When editing an existing KPI element, this field is read-only. |
| KPI or Insight Name | Allows you to specify the name of the KPI element that will be displayed in the KPI section on the Home page. |
| Start Date and End Date | These two fields allow you to specify a period during which they display recovered overhead revenue. The period is specified by a start month and an inclusive end month. It may be common to specify a range of January through December of a certain year; however, any time range shorter or longer than a year can be specified. The time range determines the months during which items allocated to work tickets are included for overhead recovery. |
| Branch | Allows you to specify the branch(es) for which work tickets will be included in the overhead recovery number. If no branch is selected, opportunities for all branches will be considered. |
[7] Markup percent for item types of material, labor, equipment, sub, and others are initially established on the Manage Pricing screen in Admin and carried over to the Override Pricing screen available by clicking the Override Pricing 
icon on the Service Details screen when performing an estimate for an opportunity.
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