Professional Services – Key Metrics

What is a Billing KPI Dashboard? KPI Dashboards with billing metrics are considered operational analysis tools and are used by executives and project managers to monitor billing revenue and utilization metrics. Some of the main functionality in this type of dashboard is that it provides analysis of KPIs from 8 different perspectives: 1) Monthly service revenue trend, actual and budget, 2) Monthly billable hours trend, 3) Top ten customers with billable amount, hours and nonbillable hours, 4) Top ten consultants with billable amount, hours and nonbillable hours, 5) Total billable revenue, 6) Total billable hours, 7) Total nonbillable hours, and ) Current year pipeline projections. You find an example of this type of dashboard below.

Purpose of Billing KPI Dashboards Professional service organizations use Billing KPI Dashboards to gives leaders an overview of the aggregate and individual performance of their consulting team. When used as part of good business practices in Financial Planning & Analysis (FP&A) and Consulting/Services departments, an organization can improve its tactical customer and project decisions and increase related revenues, and it can reduce the chances that executives lack insight to key services trends and variances.

Who Uses This Type of Dashboard? The typical users of this type of dashboard are: Executives, CFOs, consulting managers, project managers. Other Reports Often Used in Conjunction with KPI Dashboards Progressive Financial Planning & Analysis (FP&A) and Consulting/Services departments sometimes use several different KPI Dashboards, along with profit & loss reports, project dashboards, revenue dashboards, detailed billing and utilization reports, project budget models, billing forecast 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 report 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 – Key Metrics in Solver? The Professional Services – Key Metrics is a pre-built xFP&A report 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 report template? Finance leaders at professional services organizations — including CFOs, project managers, and professional services finance teams — use this template to get fast, reliable answers without waiting on IT or building custom reports. It supports both day-to-day monitoring and strategic decision-making.

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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