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Understand clients, engagements and delivery across your professional-services business. Explore your data with dashboards and an AI analyst, with reports shaped around your service lines and the way your teams work.
Build an advertising agency planning workbook around fee revenue, delivery hours, payroll and freelancers. Reconcile the result to client collections and media payments, then test how scope changes affect profit.
Oct 24, 20265 min readBuild a project review that compares costs and accepted progress with one approved baseline. Use a worked services project to calculate earned value, cost and schedule gaps, and milestone completion from exports.
Oct 24, 20266 min readA utilization dashboard compares billable hours with available working capacity by team. Define the denominator, reconcile the time categories, and use a worked services example to distinguish staffing gaps from missing time.
Oct 24, 20265 min readWorking capital in a service company depends on billing, collection and payroll timing. Build a client-level view of receivables and recognized unbilled work, reconcile it to the ledger, and test the cash needed before the next collection.
Oct 24, 20265 min readCompare engineering consulting projects using milestones, labor hours, remaining workload, and cost against plan. A worked US example shows how project differences can disappear inside a portfolio total.
Oct 23, 20266 min readA resource utilization sheet compares recorded work with available hours by team. Use this layout to fill a workbook from staffing and time exports, calculate the results, and reconcile the totals before making assignments.
Oct 23, 20265 min readAn agile project dashboard compares completed work, available team hours and project cost against the same plan. Follow a worked services example, reconcile the exports, and see how a change in recorded hours affects the review.
Oct 22, 20265 min readBuild a service-business planning workbook from staff capacity, realized rates, delivery payroll and customer collections. Follow a worked monthly example and reconcile revenue, contribution and cash to the underlying exports.
Oct 17, 20265 min readEvaluate resource utilization reporting with your own timesheet and availability exports. Compare reporting approaches, reconcile a worked capacity file and test whether the results expose unused capacity and missing evidence.
Oct 12, 20265 min readBuild a monthly services revenue forecast from available hours, billable utilization, expected work and billing rates. A worked practice-level example reconciles forecast revenue to actual billed hours and realized rates.
Oct 4, 20265 min readService demand forecasting turns expected work volumes and handling times into required hours. Work from a service export to a capacity comparison, then separate volume errors from handling-time errors.
Oct 4, 20265 min readCompare project revenue with delivery costs and the work still to come. Build separate views of billed revenue, recognized revenue and forecast final margin, then reconcile them to your finance exports.
Sep 30, 20265 min readRevenue per employee is annual revenue divided by average full-time equivalent staff. This page gives the formula and which people to count, works it for a five-practice professional services firm, shows why the firm figure is not the average of the practices, and builds a dated comparison from 10-K filings.
Sep 25, 20266 min readDemand forecasting in project management compares portfolio resource requirements with the hours available to deliver them. Build a monthly role-level view, calculate the cost plan and reconcile shortages that a portfolio total can hide.
Sep 24, 20265 min readChoose financial ratios that fit a service company with little inventory. Calculate margins, receivables days, asset turnover and liquidity from billing and ledger exports, then check what each result means.
Sep 15, 20265 min readSeparate delivery labor, subcontractors and shared overhead to compare engagement costs. Follow a worked cost worksheet, reconcile it to the ledger and distinguish spending changes from utilization effects.
Sep 10, 20265 min readA consultant dashboard connects working capacity, realized billing rates, and project delivery margin. Use a worked practice example to reconcile time, invoice revenue, and direct costs without confusing billing with cash collection.
Sep 9, 20266 min readA BPO dashboard connects outsourced-service delivery with client economics. Work through revenue, delivery hours, service commitments and contribution using matched contract and cost exports.
Sep 8, 20266 min readConnect engagement revenue, utilization, realization and delivery costs to the firm's financial result. Use a worked practice review and spreadsheet formulas to reconcile profitability and identify the working capital questions behind it.
Sep 4, 20265 min readHow consulting firms should choose analytics software: start from the questions, check the data you hold, ask vendors ten questions, avoid the traps.
Sep 2, 20264 min readThe honest answer to what realization rate a law, accounting or consulting firm should have: the 85 to 95 percent figures quoted depend on which realization is meant, billing realization against recorded time or collection realization against billed, on the rate card the time was valued at, and on the client and matter mix. This page gives the ranges by firm type, the three measurable things that set the right figure for one firm, and the table to compute before anyone quotes a percentage.
Aug 27, 20263 min readThe complete utilization and realization calculation on five consultants, small enough to check by hand: available and chargeable hours from the roster and time entries, utilization, fees billed on each consultant's hours from bills allocated by engagement, chargeable hours at standard rate, realization, the two fixed-fee engagements that have overrun and the share of each consultant's hours on them, the four quadrants, and the identity that hours and fees sum to the firm's, so a reader can reproduce every figure and then run it on their own practice management exports.
Aug 25, 20263 min readCVP analysis connects billable hours to contribution and operating profit. Work from service revenue, delivery costs, and staffing capacity to test break-even hours and the effect of adding a person.
Aug 20, 20265 min readThe ten commercial KPIs a consulting or professional services firm should run on, each with its formula, the export it comes from and what it tells you: utilization against realization per consultant, proposal win rate by practice and source, sold work against the bench, cross-practice share per client, partner book concentration, repeat business rate, project margin against plan, backlog in weeks, client fee concentration, and day rate realized. Also the three measures most firms miss, the figures to drop, the identities, and who owns what.
Aug 10, 20264 min readHow a consulting firm reads two figures together per consultant, utilization, chargeable hours over available, and realization, fees billed over chargeable hours at standard rate, from time entries and bills: the four combinations and what each means, the consultants at ninety percent utilization on work billed at half rate, the practices where the two diverge, the fixed-fee engagements that consume the hours, and the identity that ties both figures to the firm's hours and fees.
Aug 6, 20262 min readCalculate service gross margin from recognized revenue and a consistent delivery-cost definition. Work through labor, subcontractors, bench costs and allocations, then reconcile engagement margins to the company result.
Aug 4, 20266 min readThe ten questions the managing director of a consulting or advisory firm puts to the practice leads, which clients use one practice, will the sold work fit the bench, which consultants are busy and unprofitable, which proposals cost more than they win, whose book depends on one client, which fixed fees overran, which practices hire while their neighbors bench, what is realization per client, which clients have gone quiet, and what changed, each with the table from the time entries, the proposal log, the roster and the bills, and the answer to send back.
Jul 29, 20262 min readHow a consulting or advisory firm reconciles its sales pipeline to delivery capacity by practice and by month: sold and weighted-pipeline hours against available hours from the roster, the months where sold work exceeds the bench and the months where the bench exceeds sold work, and why the two failures need opposite responses from the same report.
Jul 27, 20262 min readHow a consulting or advisory firm measures proposal win rate from its proposal log and engagement letters, by practice, by source, existing client, referral, competitive tender or cold, and by fee band, the cost of a proposal in hours from the time entries, the cost per win by cell, and the cells where the firm spends the most partner time for the least work.
Jul 17, 20263 min readHow a consulting, advisory or law firm measures concentration per partner from billed fees: the share of fees from the top three clients, the count of clients to eighty percent, the trend over three years, and why a partner with a strong fee number and a concentrated book is the firm's largest unmanaged risk.
Jul 14, 20263 min readResource allocation records planned assignments, while utilization reflects actual use of capacity. Compare the same team hours both ways, reconcile the gaps, and decide which staffing commitments need attention.
Jul 13, 20266 min readService companies can compare customer collection with supplier payment timing without inventing inventory. Build the calculation from receivables, payables and matched costs, then keep unbilled work and payroll visible.
Jul 12, 20265 min readResource utilization compares actual used hours with available workforce capacity for the same period. Calculate total and billable utilization from capacity and timesheet exports, then reconcile leave, internal work, and idle hours.
Jul 10, 20265 min readHow a consulting or advisory firm measures which practices each client buys against the practices similar clients buy, values the gap at the firm's rates, watches partner concentration, and reconciles the book by partner to billed fees, from the practice management export alone.
Jun 27, 20263 min readExplain professional-services revenue changes through billable hours, realized rates and practice mix. Build an exact bridge from matched time and revenue exports.
Jun 13, 20265 min readBuild a monthly project revenue forecast from approved scope, delivery plans and recognition assumptions. Reconcile the project schedule to backlog and compare it with recognized revenue.
Jun 13, 20265 min readProfessional services analytics for your business.
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