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Firm Performance Review One-Pager

Show revenue, margin and top performers for the year. Law and consulting partners use it.

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What’s on It

  • Headline numbersThe Four Numbers the Partners Vote On
  • Waterfall chartFee Income to Partner Profit
  • RankingWhich Service Line Earned It
  • PhasesGetting the Two Lost Points Back

Sample One-Pager. Company and figures are made up.

Practice Performance Review
Halverton & Reed · 84 attorneys · FY26 partner meeting
The Four Numbers the Partners Vote On
Fee income
$18.4M
+9%
vs $16.9M FY25
Realisation
87%
-2 pts
vs 89% FY25
Chargeable hours per fee earner
1,284
+46
vs 1,238 FY25
Partner profit
$4.9M
+14%
vs $4.3M FY25
Fee Income to Partner Profit
$18,400KFee income−$9,200KSalaries−$2,100KPremises &IT−$2,200KOtheroverhead$4,900KTotal
Which Service Line Earned It
1Operational improvement$5.8M
2Deal advisory$4.3M
3Technology$3.6M
4Public sector$2.9M
5People & change$1.8M
Getting the Two Lost Points Back
Q1
January to March
Re-price the four accounts billing under $160 an hour
Stop scoping changes the client will not pay for
Realisation goes to every engagement lead weekly
Q2
April to June
Move eight people from public sector to deal advisory
Close the two delivery contracts running at a loss
Every engagement over $250k gets a named partner
Q3
July to September
Hire six consultants into technology
Set the FY27 rate card off an 89% floor
Publish the realisation result by service line
Fee income grew 9% and partner profit 14%, but realisation slipped two points. On this year's hours that is $420k of work the firm did and did not bill.

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