Purpose of Consultant Dashboards Professional Services organizations use Consultant Dashboards to enable team leaders or individuals with a self-service view of important KPIs and trends related to consultants and their clients. When used as part of good business practices in PMO and Consulting departments, a company can improve its personnel performance discussions and revenue optimization, and it can reduce the chances that the success or challenges of individual consultant's are not clearly visible to themselves or manager to encourage tactical discussions.
Example of a Consultant Dashboard Here is an example of a Consultant Dashboard with trends and benchmarking for billing and client KPIs.
Who Uses This Type of Dashboard? The typical users of this type of dashboard are: Service Leaders, Project Managers, Consultants. Other Reports Often Used in Conjunction with Consultant Dashboards Progressive PMO and Consulting departments sometimes use several different Consultant Dashboards, along with KPI dashboards, consultant billing reports, project detailed and summary reports, project forecast models, annual budget models and other management and control tools.
Where Does the Data for Analysis Originate From? The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others. In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.
What Tools are Typically used for Reporting, Planning and Dashboards? Examples of business software used with the data and ERPs mentioned above are:
- Native ERP report writers and query tools
- Spreadsheets (for example Microsoft Excel)
- Corporate Performance Management (CPM) tools (for example Solver)
- Dashboards (for example Microsoft Power BI and Tableau)
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TAGS: Reporting, Planning, Forecasting, Analysis, Budgeting, CPM, ERP, Dashboards, Industry, Financial Reporting, Template Library