Everything you need for your professional services firm reporting
Monitor planned vs. actual utilization, forecast delivery margins and revenue, and zoom into project financials – in real time.
Capacity forecasting made simple
- View both tentative and confirmed utilization, and weight tentative utilization with deal probabilities
- View the data in hours, utilization percentages, or time available to get a grasp on bench time.
- Filter by roles, skills, teams and group the data to compare utilization over subsets of people
Off-the-shelf integrations with
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+ integrations to other CRMs possible via our REST API
See your team's future utilization at a glance
Forecast revenue and compare plans to actualized numbers
Forecast revenue for individuals, projects, and clients and recognize revenue at the right time.
- Forecast both confirmed and tentative revenue
- Support for time & materials and fixed price-based revenue forecasting with different revenue recognition models
- See planned and actualized revenue per client per project
Granular project financials reporting
- Compare planned project revenue to actualized spend
- See project hours, labor costs, and revenue accumulate real time and assess project health
- Visualize data with a project burn up chart and make the needed changes in resource planning to stay on course
Off-the-shelf integrations with
+ integrations to other CRMs possible via our REST API
Compare planned utilization and actual time spent
Compare planned utilization with actual time spent to identify revenue leak
- See your own, your teams utilization, or compare the whole company's actual utilization to see if you're hitting your monthly goals
- View the planned vs. actual hours data also from the project perspective: powerful tool for PMs to get an at a glance view of all their projects
- Compare planned vs. actual revenue and identify work left unbilled and spot budget overrages
Build your own utilization formula
Off-the-shelf integrations with
+ integrations to other CRMs possible via our REST API
Based on the type of business you're running, and how your financial reporting is set up, you might think of utilization differently than the consulting firm or agency next door.
We'll let you customize your own utilization formula.
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Want to up your staffing game?
Talk with Lauri, our CEO.
Book a time with Laurior call +358 40 965 0060lauri.euren@operating.app... or just try things out
Drop us a line at hello@operating.app
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