Recovery Uplift Metric Presentation

The problem

Utility cost recovery is unglamorous and expensive to get wrong. The operator pays the provider, then bills residents back through submeters, ratio allocation, or flat fees depending on what each community's setup allows. Recovery is never 100% — common areas, vacant units and billing caps all leak — but nobody could say what it actually was.

The data existed, spread across monthly expense exports, a billing platform, and a meter inventory. It had never been reconciled, so the question “which communities are leaking the most money, and why” had no answer.

What it does

A pipeline reconciles monthly billable expense against amounts billed back, per community per utility, and rolls that up every way the business is organised: by owner, by market, and by each of the four management roles above a community.

The dashboard puts the recovery rate next to the dollars, month by month and quarter by quarter, and lets you drill from a portfolio figure down to the individual charge lines behind it.

Diagnosing the gap, not just measuring it

A low recovery rate is a symptom. Two panels exist to explain it:

• Billing setup — how each utility is actually billed at that community (submetered, ratio-allocated, flat, vacant cost recovery), and what share is passed through. A community billing water on a flat rate will never recover like one that submeters it, and that is a setup decision, not an operations failure.
• Meter health — how many submeters are non-incrementing or missing current reads. Recovery cannot exceed what the meters can measure, so a community with a third of its meters dark has a ceiling nobody had quantified.

Separating “billed badly” from “billed correctly under a bad setup” is the whole value — they look identical in the recovery rate and need completely different fixes.

What is in the demo

A synthetic portfolio of 130 communities across ten invented markets, 18 months of monthly figures, and roughly eleven thousand charge line items.

Every number derives from one set of atomic facts — expense, amount billed and recovery, per community per month per utility. Community monthlies, quarterlies, all-time totals, the six rollup dimensions, the per-utility breakdowns and every charge line are computed by summing those atoms, so a quarter always equals its three months and a market always equals its communities. A verifier re-checks all of it independently on every build.