Professional Services demo
Professional Services Analytics Dashboard
Utilization, realization & pipeline
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Professional Services dashboard
Keep consultants billable, sell what's on the bench, and protect realization on the biggest deals.
Utilization
0.0%
+3.1ppRealization
0.0%
+1.4ppRevenue
$0
+11.8%Pipeline
$0
+18%Billable utilization vs target 75%
74.0%
Target 75.0%-1.3%
0.0%100.0%
Hours mix by practice
Click to filterBillableNon-billableBench
Sales pipeline
Lead
$2.2M
100%
Qualified
$1.4M
61%
-39%
Proposal
$820K
37%
-40%
Won
$342K
15%
-58%
Realization trend
Granularity
JanFebMarAprMayJunJulAugSepOctNovDec
Consultants (utilization × realization × revenue)
Top engagements
Click to filter| Client | Revenue | Margin | Status |
|---|---|---|---|
| Acme Co. | $268,000 | 34.0% | Active |
| Northwind | $214,000 | 31.0% | Active |
| Globex | $182,000 | 28.0% | Active |
| Initech | $96,400 | 22.0% | On hold |
AI insights
- Largest funnel drop-off: Proposal → Won at 58% — focus retention here.
- Billable utilization vs target 75% is off target by 1.0 — worth reviewing.
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