Use Cases

Professional Services

Project Profitability & Team Performance

Objectives

Is Inaccurate Billing Costing You Time and Revenue?

A creative agency has multiple projects running at once. The manager wants to know which projects are the most profitable, which team members are most productive, and if they are accurately billing for all the work done.

The firm uses a project management tool (e.g., Asana, Trello) for tasks, a separate system for time tracking, and an accounting system for billing. They can't easily see a project's true profitability because they have no unified view of time spent vs. revenue earned.

Challenges

Dispersed data

You use different tools for project management, time tracking, and accounting, making it impossible to get a holistic view of your operations in one place.

Hidden profitability

Without a unified view of time spent versus revenue earned, you can't see which projects or clients are truly profitable, leading to uninformed strategic decisions.

Inefficient billing

Manual data reconciliation for billing and reporting is time-consuming and prone to errors, which can lead to missed revenue and inaccurate invoices.

Business Intelligence use case for Professional Services
The solution & Common Data / Metrics Needed

From Time Sheets to Profitability.

We integrate their project management, time tracking, andaccounting software. The BI dashboard visualizes projectstatus, time spent by each team member, and compares it against the project's budget and billing.

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Project Management Data

Projects by status, tasks completed, project start and end dates.

Financial Data

Project revenue, total billed amount, total expenses, gross profit per project.

Time Tracking Data

Hours logged per project, hours logged per team member, and billed vs. unbilled hours.

Team Performance

Billable hours ratio, utilization rate, revenue per employee.

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