---
title: "Using the Overhead Recovery KPI"
slug: "using-the-overhead-recovery-kpi"
tags: ["Language - English", "Industry - Landscaping", "Type - Concept", "Role - Executive", "Skill Level - 1 (Beginner)"]
updated: 2025-10-29T20:20:52Z
published: 2025-10-29T20:20:52Z
canonical: "guide.youraspire.com/using-the-overhead-recovery-kpi"
excludeFromExternalSearch: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://guide.youraspire.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Using the Overhead Recovery KPI

The *Overhead Recovery* KPI below allows management to see how much overhead has been recovered based on work sold compared to [budgeted](https://guide.youraspire.com/docs/budgets-search-list-screen) overhead.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/image-1685199035535.png?sv=2026-02-06&spr=https&st=2026-11-15T00%3A57%3A27Z&se=2026-11-15T01%3A57%3A27Z&sr=c&sp=r&sig=iDqMTjaIL3nXkiFXOBaWLMdYaekXQ7tokCM2L3Vtdyk%3D)

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.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/image-1685199120188.png?sv=2026-02-06&spr=https&st=2026-11-15T00%3A57%3A27Z&se=2026-11-15T01%3A57%3A27Z&sr=c&sp=r&sig=iDqMTjaIL3nXkiFXOBaWLMdYaekXQ7tokCM2L3Vtdyk%3D)

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:

1. **Budget** – The total amount of overhead budgeted for the specified period.
2. **Projected** – The total overhead dollars projected for recovery based on markup[7](/docs/using-the-overhead-recovery-kpi#fn7) 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.

## Overhead Recovery Drilldown

The forecast KPI chart provides a separate drill-down list for each bar.

#### Budget

When you drill into the *Budget Bar* on the *Overhead Recovery KPI* chart, Aspire displays a list of the budget estimates by year and by branch, as shown below, comprising the *Budget Bar* in the chart. The budget is established in the *Manage Budget* option of *Admin.**![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/overhead_recovery_budget.png?sv=2026-02-06&spr=https&st=2026-11-15T00%3A57%3A27Z&se=2026-11-15T01%3A57%3A27Z&sr=c&sp=r&sig=iDqMTjaIL3nXkiFXOBaWLMdYaekXQ7tokCM2L3Vtdyk%3D)*

#### Projected

When you drill into the *Projected Bar on the Overhead Recovery KPI* chart, Aspire displays a list of the work tickets that represent the costs to be recovered as represented in the chart.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/overhead_recovery_projected.png?sv=2026-02-06&spr=https&st=2026-11-15T00%3A57%3A27Z&se=2026-11-15T01%3A57%3A27Z&sr=c&sp=r&sig=iDqMTjaIL3nXkiFXOBaWLMdYaekXQ7tokCM2L3Vtdyk%3D)

Each list can be exported to a spreadsheet for additional analysis. It can also be exported as HTML or PDF.