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CharleOS tracks four key financial metrics that work together to give you a complete picture of profitability and team performance.

The Four Metrics

How They Work Together

These metrics are interconnected and tell different parts of the profitability story:
1

Capacity: The Foundation

Capacity defines how much time is available for work. This is the starting point for all other metrics—you can’t track utilisation or day rates without knowing available capacity.
2

Utilisation: Time Allocation

Utilisation shows what percentage of that capacity is being spent on billable client work. High utilisation means you’re making good use of available time.
3

Efficiency: Value Delivery

Efficiency measures whether you’re delivering work in the estimated time. High efficiency means you’re creating value faster than expected, which leads to better day rates.
4

Day Rate: The Bottom Line

Day rate is the ultimate profitability metric—it shows how much revenue you’re earning per day. It’s influenced by both utilisation (are you working on billable things?) and efficiency (are you delivering efficiently?).

Example Scenario

Here’s how the metrics work together in practice: Sarah’s February Performance:
  • Capacity: 18 working days × 6.5 hours = 117 available hours
  • Utilisation: 88 billable hours logged = 75% (on target)
  • Efficiency: Completed work 10% faster than quoted (banked time)
  • Day Rate: £720/day across her clients
What this tells us:
  • Sarah has good time allocation (75% billable)
  • She’s delivering efficiently (beating estimates)
  • Her profitability is slightly under target (goal is £800/day)
  • To improve day rate, focus on higher-value work or better estimates

Why These Metrics Matter

Understanding these metrics helps you:
Day rates and efficiency show which clients are profitable and which are over-serviced. This helps you make informed decisions about pricing and scope.
Capacity and utilisation metrics show whether you have bandwidth for new work or need to hire. They help identify bottlenecks before they become problems.
Efficiency metrics highlight where estimates are off or where delivery can improve. This drives continuous improvement in scoping and execution.
Combined, these metrics give you objective data for decisions about:
  • Which clients to prioritise
  • Where to focus improvement efforts
  • When to raise prices or renegotiate contracts
  • Whether to hire or redistribute work

Target Benchmarks

CharleOS uses industry-standard targets for each metric:
MetricTargetWhat It Means
Day Rate£800+Profitable delivery with healthy margins
Utilisation75%Good balance of billable and internal work
Capacity6.5 hours/dayRealistic productive time (accounts for meetings, admin)
Efficiency100%Delivering work in the estimated time
These targets aren’t rigid rules—they’re guidelines. Different roles, clients, and phases may have different healthy ranges. The key is understanding trends and making informed decisions.

Next Steps

Dive into each metric to understand how they’re calculated, where to see them, and how to improve them: