Built with purposeWhat it helps you decide
- Which clients and retainers lose money.
- Where hours go over budget before it shows in the P&L.
- Who is over or under utilized, by team and by person.
- When cash comes in, and whether next quarter's pipeline fills the team.
← All Power BI examplesAGENCIES AND PROFESSIONAL SERVICES / POWER BI
Halden & Pike Creative: agency CFO dashboard
Built in Power BI Desktop. Fictional company, invented data.
Demo data. All figures are invented.
Book a 20 minute call Which clients, projects and people make the agency money, and where does the margin leak?
Overview
Revenue, gross margin, utilization and bill rate, and what needs attention.
Open full size: OverviewClient profitability
Revenue and margin by client, with effective bill rate and hours against plan.
Open full size: Client profitabilityUtilization
Utilization by week, team and person, against target.
Open full size: UtilizationProjects & WIP
Hours against budget per project, unbilled WIP and where fixed fees leak margin.
Open full size: Projects & WIPCash & AR
AR aging, DSO by month and the collections expected each week.
Open full size: Cash & ARCapacity & pipeline
Next quarter's capacity against booked work and pipeline, with a what-if.
Open full size: Capacity & pipelineClient 360
Copperline Foods: negative margin and hours at 142% of plan.
Open full size: Client 360Person 360
One engineer: utilization by week, hours by project and by activity.
Open full size: Person 360How this report works
Every feature of the report, with a link to the page that uses it.
Open full size: How this report works
What feeds it
- Time tracking by person, project and client.
- Project budgets and contract types.
- Invoices and payments from the accounting system.
- Payroll cost per person and freelancer cost.
- CRM pipeline with stage and probability.
Who it fits
- Agencies and professional services firms with 20 to 200 people.
- Teams that bill retainers, fixed fee and time and materials.
- CFO firms serving agency clients under their own brand.
BUILT AROUND YOUR CLIENTS
Want a report like this for your clients?
Twenty minutes to see whether it fits your firm and your clients’ data.
Book a 20 minute call