Sign in

Blog · Industry

Oil and gas: guides and articles

Explore customer, project and operating performance for your oil-and-gas business. Work with dashboards and an AI analyst on reports adapted to your operators, service lines, locations and available data.

Territory, capacity and quota planning · Oil and gas

Energy financial modeling: prices, costs and cash

Energy financial modeling connects operating volumes, realized commodity prices and expenses to cash. Build a driver worksheet from your sales and cost exports, test a price change and explain actual revenue variance.

Oct 23, 20265 min read
Board and management reporting · Oil and gas

Oil and gas services dashboard: jobs, assets, and margin

An oil and gas services dashboard connects job revenue and direct cost with crew and equipment use. Work through a services-company example, check the totals, and see how one overtime cost changes contribution without changing utilization.

Oct 12, 20266 min read
Board and management reporting · Oil and gas

Oil and gas services revenue analysis by contract

Compare oilfield service revenue by customer, basin and contract. Separate billable activity, earned rates and contract mix, then reconcile service records with invoicing and recognized revenue.

Sep 20, 20266 min read
Territory, capacity and quota planning · Oil and gas

Oil and gas financial model in Excel

An oil and gas financial model XLS workbook lays out volumes, realized prices, costs and cash assumptions. Use this operating template to compare scenarios and reconcile the workbook to sales and finance exports.

Sep 19, 20265 min read
Finance metrics and formulas · Oil and gas

Key financial ratios for oil and gas industry operations

Compare oil and gas operating margins, cash generation and capital use with consistent denominators. A worked operating-unit example shows how to calculate the ratios, reconcile the totals and separate commodity exposure from operating decisions.

Sep 16, 20266 min read
Finance metrics and formulas · Oil and gas

Financial analysis of oil and gas companies

Separate production, realized prices, operating costs and capital spending in an oil and gas operating review. Work from sales and finance exports to a reconciled business-unit comparison.

Sep 6, 20265 min read
Alternatives and comparisons · Oil and gas

Oilfield operations platform comparison: buyer's guide

Compare oilfield operations platforms by workflow: field tickets, production tasks, and export analytics. See who each fits and what to test before buying.

Sep 1, 20265 min read
Board and management reporting · Oil and gas

Sales KPIs for oilfield services companies: ten measures that matter, each with its formula and the export it comes from

The ten sales KPIs an oilfield services or equipment company should run on, each with its formula, the export it comes from and what it tells you: operator wallet share by basin, activity-weighted coverage, service lines per operator, rental fleet utilization by operator, operator mapping completeness, bid win rate, price realization against master service agreements, operator concentration, days sales outstanding by operator, and job margin by basin. Also the three measures most companies miss, the figures to drop, the identities, and who owns what.

Aug 23, 20264 min read
Coverage and territory · Oil and gas

Ten questions an oilfield services VP of sales asks, and the table that answers each

The ten questions a vice president of sales at an oilfield services company puts to the basin managers, which operators are drilling most where we are least, is our operator name mapping complete, what is fleet utilization by class and basin, which operators cut rental days while their rigs held, which idle equipment could move to a short basin, what is revenue per rig against the operators we serve fully, which operator contracts recompete when, which basin teams cover their operators, what is share of the operator's wallet by service line, and what changed, each with the table from the ledger, the activity feed, the rental ledger and the fleet register, and the answer to send back.

Aug 1, 20263 min read
Territory, capacity and quota planning · Oil and gas

Rental fleet utilization by operator: equipment on rent against equipment available

How an oilfield services or equipment rental company measures utilization of its fleet per equipment class per basin from the rental ledger and the fleet register, the operators whose rental days fell against their own history while their activity did not, the idle classes in one basin that another basin is short of, and the identity that ties rental days to invoiced rental revenue.

Jul 21, 20263 min read
Data quality and reconciliation · Oil and gas

Operator name mapping: the unglamorous work behind basin coverage

Why an oilfield services company's coverage numbers depend on a mapping table from every operator name in every source to one identifier: subsidiaries, joint ventures and abbreviations, the unmapped-rig count that says how complete the table is, and how to maintain it as operators merge and rename.

Jul 13, 20263 min read
Coverage and territory · Oil and gas

Operator wallet and basin coverage for oilfield services companies

How an oilfield services or energy equipment company measures coverage by operator and basin from its own invoices and job tickets plus the rig activity file it already buys: service lines sold against bought, rigs served against rigs active, and the reconciliation to billed revenue.

Jul 13, 20263 min read
Territory, capacity and quota planning · Oil and gas

Oil & gas financial modeling: drivers and checks

Build an operating workbook around oil and gas sales volumes, realized prices, cash costs and capital spending. Separate price and volume sensitivities, then prove the change in planned cash with a reconciliation.

Jun 23, 20266 min read
Coverage and territory · Oil and gas

Activity-weighted coverage: which operators are drilling, and whether we are there

How an oilfield services company weights its operator coverage by current activity from public rig and permit data: operators ranked by active rigs or permits per basin, the company's revenue with each, the activity-weighted coverage per basin, and the list of operators drilling most where the company is least, valued at revenue per rig from the operators it serves fully.

Jun 20, 20262 min read
Finance metrics and formulas · Oil and gas

Oil and gas services cost analysis

Compare oilfield job costs by crew, service line and customer using operating and expense exports. Calculate crew, equipment, mobilization and subcontractor costs, allocate shared overhead and reconcile the result to the ledger.

Jun 19, 20266 min read
Finance metrics and formulas · Oil and gas

Oil and gas services financial analysis: margins to cash

Compare oilfield service-line profitability, equipment utilization and receivables on one reporting basis. Work from job exports to a cash bridge that explains why profit has not reached the bank.

Jun 15, 20265 min read
Covirage for Oil and gas

Oil and gas analytics for your business.

See the page