Professional Services – Consultant Dashboard

What is Consultant Dashboard? Individual Consultant Dashboards are considered personnel performance tools and are used by project leaders and consultants to enable easy monitoring of important metrics related to a consultant's services and clients. Some of the main functionality in this type of dashboard is that it enables the consulting manager or individual consultants to run the report by period and person(s). The report provides analysis from six different perspectives: 1) Monthly trend in client billing, 2) Monthly trend in non-reimbursable expenses benchmarked against the average, 3) Monthly trend showing individual PM utilization benchmarked against the average, 4) Percent of projects with red, yellow and green status, 5) Monthly trend in billable versus non-billable hours, and 6) Top 10 clients ranked by billing amount. You find an example of this type of dashboard below.

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.

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 xFP&A solutions.

Built for professional services finance teams and aligned with Solver's xFP&A platform, this Solver dashboard template connects directly to your ERP data via the Solver Data Warehouse, enabling near real-time analysis with minimal setup. Designed for QuickStart deployment, it can be activated rapidly so your team can focus on analysis and decisions — not data preparation.

What is the Professional Services – Consultant Dashboard in Solver? The Professional Services – Consultant Dashboard is a pre-built xFP&A dashboard template in Solver designed for professional services organizations. It delivers key financial and operational metrics in a single, easy-to-use interface — purpose-built for professional services finance workflows.

Who uses this Solver dashboard template? Cfos, project managers, and professional services finance teams in professional services organizations rely on this Solver dashboard template to replace manual spreadsheet-based processes with automated, near real-time analysis. It is especially useful during month-end close, budget cycles, and board reporting.

Where does the data come from? Data is sourced automatically from your ERP system through the Solver Data Warehouse, which integrates with platforms such as Microsoft Dynamics 365 Business Central, Dynamics 365 Finance, Acumatica, Sage Intacct, and other leading ERP solutions. Once connected, the template updates in near real-time with no manual data entry required.

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