Industry
Analytics for Professional Services.
In a services business, utilization and project margin decide the quarter, and they live across a PSA, timesheets, and finance. We model them once so staffing and pricing run on evidence.
What we measure
- Utilization and realization by person and team
- Project margin and budget to actual
- Pipeline, bookings, and backlog
- Revenue recognition and billing
Data we connect
- PSA and time tracking
- Dynamics 365 and finance
- CRM
- SQL Server and Excel