TCTime Champ Academy
WorkflowCSM ยท SALES12 min

Value Leakage: Recovery

Objective. Open Recovery and read a finding's status from Open to Verified, keeping recovered capacity and cash recovered as two separate lines that are never summed.

This screen answers 'what has actually been recovered, and is it capacity or cash?' It is the honesty core of the whole app - where sized opportunity becomes verified, evidenced recovery.

See it in the demo

What this screen answers

Every other screen sizes opportunity; this one answers the question finance really cares about - 'what did we actually get back, and can you prove it?' Recovery tracks each finding through its states and separates recovered capacity (hours or FTE freed) from cash recovered. A Sales person uses it to show the model is honest; a CSM lives on it, moving findings from Open to Verified with evidence.

The task

Open Recovery at the cited route. Pick one finding and read its status - Open (sized but not acted on), through action and measurement, to Verified (recovery confirmed with evidence). Crucially, read the capacity line and the cash line as two separate figures. Be ready to say, for one finding, what is recoverable capacity versus what cash has actually been recovered. Describe the states at the level the app supports and confirm exact status labels with product.

How to read it

The single most important rule in the whole app lives here: recovered capacity and cash recovered are never summed. Freed capacity is hours or FTE; it only becomes cash if the customer redeploys or removes that capacity, which is their decision. The misread to avoid: reading a detected or Open value as recovered, or blending the two lines into one impressive total. A finding at Open is a sized opportunity, not money won; only Verified-with-evidence counts as recovered, and even then capacity and cash stay on separate lines.

Honest limits

This screen proves the states and the capacity-vs-cash separation exist on seeded demo data. It does not prove any recovery figure for a real customer. What counts as acceptable verification evidence, how capacity is confirmed as redeployed, and the recoverable-share assumptions are customer-specific and must be agreed with the customer's finance. Time to verification (Open to Verified) and verified recovery with evidence are the honest headline measures to baseline - not a blended savings total.

Interpretation check

Recovered capacity and cash recovered are two separate lines that are NEVER summed; an Open or detected value is a sized opportunity, not recovered money, and only Verified-with-evidence counts as recovered. This is the exact inflation the app exists to prevent.

In the field

KnackGlobal (RCM, ~6,000 seats): defending the account on hard ROI needs a recovery ledger that separates freed capacity from cash and only counts Verified-with-evidence - a blended 'total savings' is exactly the kind of claim finance would write down.

Practical task

Open Recovery, pick one finding, and write a one-page recovery line: its current status (Open through Verified), the recoverable capacity, and - as a clearly separate line - any cash recovered, with a note on what evidence would move it to Verified.

Self-check

A leader adds the 'capacity freed' and 'cash recovered' lines into one board number. Why do you stop them?

Because capacity and cash are different things the app keeps separate on purpose. Freed capacity only becomes cash if the customer redeploys or removes it. Summing them inflates the result and destroys the credibility the confidence-discounted model protects.

A finding is at Open with a large value. Is that recovered?

No. Open means sized but not yet acted on - it is an opportunity, not money won. Only a finding at Verified, with evidence, counts as recovered, and even then capacity and cash stay separate.

What are the honest headline measures from this screen?

Verified recovery with evidence (labelled capacity or cash), time to verification (Open to Verified), and unresolved high-value findings still Open. Not a blended total savings figure.

What must be agreed with the customer's finance before quoting recovery?

What counts as acceptable verification evidence, how freed capacity is confirmed as redeployed or removed, and the recoverable-share assumptions. These are customer-specific, not demo-provable.

Verified vs demo. Screen is live in the demo at /#/recovery; exact controls and figures are SME-validation-pending.