Consulting & audit
For firms that sell their time: margin per assignment, billable time, client concentration, work sold ahead and workload per person.
Connect → Understand → Verify → Steer → Ask → Act
Flip the card: here is the answer
Every question is tied to the report that answers it.
The reports setup proposes
One for each goal you pick, plus Data health. Open the tabs.
Consulting Practice 360 — Know which assignments actually make money
Over time
shape only
- What it answers
- A busy team and a profitable one are not the same team.
- What it reads
- Your time entries and your fees, per assignment.
- Example finding
- Two fixed-fee assignments are running at a loss.
Shapes and findings are examples. Each report is built only when your data holds what it reads; one that cannot be built is named at setup, never estimated.
Everything converges into a single model
From Snowflake, Amazon S3, PostgreSQL, MySQL, Odoo, Salesforce or a file from your computer. What is missing gets flagged, not guessed.
- Your time entries and your fees, per assignment.
- Your timesheets, with the assignment and whether it is billable.
- Your invoices with the client behind each one.
- Your proposals and signed assignments, with dates and amounts.
- Your staffing or timesheets, per person and per week.
None of this is required. Each report reads only its own line; one whose data is missing is named at setup, never guessed.
What Data360 finds in your data
Every issue is translated into a business consequence.
Checks running
5 checks- Time entries with no assignment
- The same client under two names
- Invoices with no client attached
- Weeks with no timesheet
- Fees in one file, hours in another, for different periods
Rows that pass each check
Measured on the same data your reports read.
Percent of rows, illustrative. Real scores are measured on your own data.
Business findings, not technical alerts
Each finding names the report it comes from.
Two fixed-fee assignments are running at a loss.
From the report Know which assignments actually make money
Billed time fell last month, almost entirely in one team.
From the report Follow how time is spent, and how much is billed
One client now brings in more than a third of revenue.
From the report See where your revenue is concentrated
Signed work covers only six weeks of next quarter.
From the report Follow work sold and work still to sell
Three people are booked well over capacity while two are half free.
From the report Balance the workload across your people
Example findings. Real ones come from your own data, in the report that produces them.
A finding with no follow-up is worth nothing
Six things Data360 does once a figure matters.
- AlertSet a line on a figure that matters and see when it is crossed.
- Tell peopleTell you, chosen teammates, or everyone who can open the app.
- Refresh reportsRead the figures again so every report is current.
- Re-check qualityMeasure the tables again and flag what broke.
- Clean and saveRemove duplicates, filter, combine and total, then save the result as a table.
- ExportTake the rows behind a figure away as a spreadsheet file, or save them as a table.
See Consulting Practice 360 on your own data.
Your goals, your data — and the reports built from them.