Mid-tier consulting firm, 12 partners, 90 consultants
- Scope
- Utilisation, WIP and project margin dashboard across 4 practices.
- Target outcome
- Partner pack prep: 2 days → 30 minutes
industries
For Professional Services
Excel for professional services firms - utilisation project margins and WIP in one Excel place without buying a new platform. 5 KPIs the partner opens monthly. Senior-led fixed scope from ₹6K.
- professional services
- utilisation
- project accounting
Professional services firms live or die by the partner P&L, the utilisation rate and the WIP schedule. They are also the three numbers most often built by hand the night before the partner meeting. We turn them into a refresh-driven dashboard that the practice leads, the finance team and the partners can all read from the same file.
What we usually see
The spreadsheets we work with.
- Timesheets and utilisation trackers maintained by every practice lead
- Project budgets maintained in different templates across regions
- WIP, debtor and unbilled revenue spreadsheets that lag the GL by weeks
- Partner P&L packs that are stitched together the night before the partner meeting
What we ship
The deliverables, in plain English.
- 01
A utilisation, realisation and project margin dashboard refreshed weekly
- 02
WIP, debtors and unbilled revenue with aging buckets and owner assignment
- 03
A partner P&L that is the same numbers the practice leads are looking at
Sample scenario
What a typical build targets.
Engagement
What we need from you, and what you get.
What we need from you
- 30 minutes on a call to walk us through your partner pack workflow
- Sample timesheet and project budget templates from each practice
- Current utilisation and WIP sheets (even rough ones are fine)
- A single point of contact for review cycles
What you get
- Utilisation, realisation and project margin dashboard
- WIP, debtors and unbilled revenue with aging buckets and owners
- Partner pack that auto-builds from the same source
- 30 days of post-delivery support and a written spec
Book a 30-minute discovery call
Show us the next partner pack.
We will come back within a working day with a written fixed-scope proposal - no discovery retainer.
Industry-tuned
Direct channels
Built for
your workflow.
- Industry guides
- 12
- Price in writing
- Fixed
- Reply window
- 24h
- 1Tell us the shape
- 2We map the data
- 3Ship the dashboard
Mutual NDA availableCalls scheduled in your timezone