A professional services dashboard that shows utilisation, billing, and client health without the Friday afternoon reconciliation.
We build analytics dashboards for professional services firms — utilisation rate by consultant, billing realisation, client profitability, pipeline coverage, and the engagement health view that tells you whether your current book of business is on track. Fixed scope, fixed price.
You know your firm's revenue this month. You don't know which engagements are profitable, which consultants are over-utilised, or which clients are under-billed because time isn't being captured consistently.
Professional services firms live and die on three metrics: utilisation rate (how much of the team's capacity is billable), billing realisation (how much of billed time is actually collected at the agreed rate), and client profitability (which clients generate positive margin after team cost). Most professional services firms can tell you their aggregate revenue and their aggregate payroll cost. Very few can tell you the margin on each client engagement, the realisation rate per client, or the utilisation rate per team member without doing a manual time entry analysis.
Time tracking is the upstream data problem. If consultants track time consistently and completely, the downstream analytics are straightforward — pull time entries, multiply by billing rate, compare to invoiced and collected amounts. If time tracking is inconsistent (common in professional services, where billing time for internal work feels punitive and administrative time is routinely not tracked), the analytics are unreliable. A dashboard project that relies on poor time tracking data produces misleading metrics, not useful ones.
The second gap is pipeline visibility. A professional services firm needs to know whether the work in the pipeline for the next 90 days is sufficient to keep the team utilised. A pipeline coverage ratio (value of qualified opportunities divided by target revenue for the period) is the leading indicator of a utilisation problem before it becomes a revenue problem. Most firms manage their pipeline through CRM self-reporting that's always optimistic.
A professional services analytics dashboard with utilisation rate by team, billing realisation by client, engagement profitability, and pipeline coverage — so you can make decisions about staffing, pricing, and client mix with actual data.
Utilisation rate dashboard
Billable hours vs. total worked hours per team member, by week and month. Target utilisation rate vs. actual per person. Team-level utilisation view with individuals ranked by utilisation percentage. Flags for utilisation below threshold (underutilised, at risk) and above threshold (burn risk).
Billing realisation and WIP
Work in progress: time tracked and billable but not yet invoiced, by client and by team member. Billing realisation: invoiced amount as percentage of billable time at rate. Collected realisation: collected amount as percentage of invoiced. Write-off analysis — time written off per client and reason.
Client profitability
Revenue per client (invoiced and collected). Direct team cost per client (hours worked × loaded cost rate per person). Gross margin per client. Ranked view — most and least profitable clients. Profitability trend by client over rolling quarters.
Pipeline coverage
Qualified opportunities in the pipeline by stage, weighted value, and expected close date. Pipeline coverage ratio: total weighted pipeline value / target revenue for next quarter. By-service and by-client pipeline distribution. Flags for pipeline coverage below 2x target.
Engagement health
Active engagements with budget, hours consumed, estimated hours to complete, and projected budget variance. Engagements approaching budget without deliverables complete flagged for PM review. Client satisfaction score from post-engagement surveys. Built on Next.js, Recharts, Postgres, and integrations with time tracking systems (Harvest, Toggl, or internal time entry) and CRM (HubSpot, Salesforce).
One honest number to start.
Fixed-scope, fixed-price. The number below is the starting point — final scope is built from your brief.
A professional services analytics dashboard with utilisation rate by team, billing realisation by client, engagement profitability, and pipeline coverage — so you can make decisions about staffing, pricing, and client mix with actual data.
Three steps, every time.
The same repeatable engagement on every project. No surprises, no mystery, no billable ambiguity.
Brief & discovery.
We send you questions, then get on a call. Output: a written scope with every step, feature, and integration listed.
Build & ship.
Fixed schedule, weekly reviews. No scope creep unless you change the scope — and if you do, we reprice it transparently.
Warranty & retainer.
30-day warranty on every launch. Most clients stay on a monthly retainer for ongoing features and maintenance.
Why Fixed-Price Matters Here
Professional services firm owners evaluate dashboard investments the same way they evaluate any investment in the firm: against the margin and efficiency improvement it produces. A clearly scoped dashboard project with a fixed price is the same kind of defined investment they make for their clients. Fixed scope, fixed price.
Related engagements.
Your billable hours are still tracked in spreadsheets. That's a software problem.
Read more02The professional services firm that systematises its delivery with software can grow without linear headcount growth.
Read more03The best professional services firms have proprietary processes. Software makes them durable.
Read moreQuestions, answered.
Time tracking quality directly determines dashboard accuracy. We address this in two ways: first, we review your current time tracking process and identify the friction points that cause inconsistency (making it easier to track reduces non-compliance); second, we build the dashboard with coverage metrics (percentage of billable hours accounted for vs. total hours worked) that make tracking gaps visible rather than hiding them.
Fixed-fee engagements require a different profitability calculation — revenue is fixed, so profitability is determined by actual hours consumed vs. budgeted hours. We design the profitability view to handle both billing models and aggregate them at the client and firm level correctly.
CRM data quality is the pipeline dashboard's constraint. We include a CRM hygiene view in the dashboard that surfaces incomplete opportunity records (missing close date, missing value, stale last-activity date) to make data quality visible and create accountability for keeping it current.
Utilisation rate, billing realisation, client profitability, and pipeline coverage typically runs $30k–$60k. CRM and time tracking system integrations add scope. Fixed-price.
8 to 12 weeks for a production professional services analytics dashboard with utilisation and profitability visibility.
Tell Ryel about your project.
Describe what you’re building and what outcome you need. You’ll have a written, fixed-price scope within the week.