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Example of a Weekly Consulting Billing and Utilization Report for Professional Services Companies

What is  Weekly Consulting Billing and Utilization Report?

Consulting Utilization and Billing Reports are considered performance analysis tools and are used by Consulting Managers and Executives to analyze weekly, monthly and year-to-date (YTD) billing and utilization by consultant. Some of the main functionality in this type of report is that it it can be run for any week and based on this it will show hours, billing amount and utilization per person for the selected week, month and YTD. It also shows prior year YTD figures and variances. In the lower portion of the report it also shows the top 20 Customers, Top 20 Partners and Top 20 Non-billable Customers based on YTD billing amount. You find an example of this type of report below.

Purpose of Weekly Consulting Billing and Utilization Reports

Professional Services organizations use Weekly Billing and Utilization Reports to give consulting leaders a great weekly snapshot of billing activities and workload at a consultant level. When used as part of good business practices in PMO and Consulting departments, a company can improve its tactics related to utilization and billing, and it can reduce the chances that managers don’t take quick action on too low or too high utilization because they don’t have clear weekly reports.

Example of a Weekly Billing and Utilization Report

Here is an example of a Weekly Billing and Utilization Report with metrics by consultant and with Top 20 rankings for customers and partners.

Example of a Weekly Consulting Billing and Utilization Report for Professional Services Companies

Example of a Weekly Consulting Billing and Utilization Report for Professional Services Companies

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Service Leaders, Project Managers, Consultants.

Other Reports Often Used in Conjunction with Weekly Billing and Utilization Reports

Progressive PMO and Consulting departments sometimes use several different Weekly Billing and Utilization Reports, along with billing and utilization dashboards, project dashboards, detailed project and summary reports, revenue 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)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Watch demo videos of reporting, planning and dashboards

Example of a Consultant Dashboard for Professional Services Companies

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.

Example of a Consultant Dashboard

Here is an example of a Consultant Dashboard with trends and benchmarking for billing and client KPIs.

Example of a Consultant Dashboard for Professional Services Companies

Example of a Consultant Dashboard for Professional Services Companies

You can find hundreds of additional examples here

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)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Project Manager Dashboard for Professional Services Companies

What is  Project Manager Dashboard?

Project Manager Dashboards are considered key performance indicator (KPI) analysis tools and are used by project leaders and executives to enable easy monitoring of important trends and variances related to services and clients. Some of the main functionality in this type of dashboard is that it the user can run the report to get a snapshot of the current month or any historical period and all the data will update accordingly. 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 Project Manager Dashboards

Professional Services organizations use Project Manager Dashboards to enable leaders with a clear, self-service view of important KPIs and trends related to their clients and projects. When used as part of good business practices in FP&A and PMO departments, a company can improve its project strategies and revenue growth, and it can reduce the chances that project/client outliers or trends are left untouched due to lack of visibility to performance metrics.

Example of a Project Manager Dashboard

Here is an example of a Project Manager Dashboard with trends and benchmarking for project and client KPIs.

Example of a Project Manager Dashboard for Professional Services Companies

Example of a Project Manager Dashboard for Professional Services Companies

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Service Leaders, Project Managers.

Other Reports Often Used in Conjunction with Project Manager Dashboards

Progressive FP&A and PMO departments sometimes use several different Project Manager Dashboards, along with profit & loss reports, KPI dashboards, project detailed project 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)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Consulting Time Dashboard for Technology Companies

What is a Consulting Time Dashboard for Technology Companies?

Time analysis dashboards are considered operational reports and are used by Executives and Consulting Leaders to track estimated and reported hours across clients and projects. Some of the main functionality in this type of dashboard is that it provides monitoring of hours across five different perspectives: 1) Table by region/project/consultant and with metrics for Estimated hours, reported hours and variance, 2) Monthly trend with estimated and reported hours, 3) Reported hours by region (geographical map), 4) Ranked hours by customer, and 5) Ranked hours by project. You find an example of this type of dashboard below.

Purpose of Consulting Time Dashboards

Tech companies use Consulting Time Dashboards to give managers an easy was to slice and dice their use of hours by customer, region and project. When used as part of good business practices in Professional Services and Financial Planning & Analysis (FP&A) departments, an organization can improve its utilization strategies and related revenue, and it can reduce the chances that available capacity is wasted due to poor insight to trends and actual performance.

Example of a Consulting Time Dashboard

Here is an example of a Consulting Time Dashboards with metrics and trends related to actual and estimated hours.

Example of a Consulting Time Dashboard for Technology Companies

Example of a Consulting Time Dashboard for Technology Companies

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Executives, Consulting Managers, Consulting Team Leaders.

Other Reports Often Used in Conjunction with Consulting Time Dashboards

Progressive Consulting and Financial Planning & Analysis (FP&A) departments sometimes use several different Consulting Dashboards, along with detailed utilization reports, billing reports, financial reports, financial KPI dashboards, project forecasts, 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)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Capacity Utilization Dashboard Example with Manufacturing Plant Comparisons

What is a Capacity Utilization Dashboard?

Utilization analysis dashboards with comparative analysis are considered benchmarking tools and are used by operations managers to track utilization by plant and to easily see exceptions. Some of the main functionality in this type of dashboard report is that it it provides utilization analysis by individual plant and it also benchmarks these metrics across all the plants. You find an example of this type of dashboard report below.

Purpose of Capacity Utilization Dashboards

Manufacturers use Capacity Utilization Dashboards to monitor plant performance for utilization metrics. When used as part of good business practices in a Production department, an organization can improve its utilization tracking and analysis as well as reduce the chances that executives don’t have good visibility to whether any individual plant becomes inefficient without quickly detecting it.

Capacity Utilization Dashboard Example

Here is an example of a Capacity Utilization Dashboard to track multiple manufacturing plants.

Capacity Utilization Dashboard Example with Manufacturing Plant Comparisons

Capacity Utilization Dashboard Example with Manufacturing Plant Comparisons

You can find hundreds of additional examples here

Who Uses This Type of Dashboard report?

The typical users of this type of dashboard report are: Executives and Plant Managers.

Other Dashboard reports Often Used in Conjunction with Capacity Utilization Dashboards

Progressive Production departments sometimes use several different Capacity Utilization Dashboards, along with production dashboards, inventory reports, sales forecast, sales reports and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from management systems or 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)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of Capacity Utilization Dashboard with Manufacturing Plant Comparisons

What is a Capacity Utilization Dashboard?

Utilization analysis dashboards with comparative analysis are considered benchmarking tools and are often used by plant and operations managers to track utilization by facility and to easily see exceptions. Key functionality in this type of dashboard report provides utilization analysis by individual plant and it also compares all the plants in the corporation. You will find an example of this type of dashboard report below.

Purpose of Capacity Utilization Dashboards

Manufacturing companies use Capacity Utilization Dashboards to monitor plant performance and trends with utilization metrics. When used as part of good business practices, a company can improve its utilization tracking and analysis, as well as, reduce the chances that an individual plant becomes inefficient without managers quickly detecting it.

Capacity Utilization Dashboard Example

Here is an example of a Capacity Utilization Dashboard to track multiple manufacturing plants.

Example of a Capacity Utilization Dashboard with Manufacturing Plant Comparisons

Example of a Capacity Utilization Dashboard with Manufacturing Plant Comparisons

You can find hundreds of additional examples here.

Who Uses This Type of Dashboard Report?

The typical users of this type of dashboard report are: Executives and Plant Managers.

Other Dashboard Reports Often Used in Conjunction with Capacity Utilization Dashboards

Progressive manufacturing companies sometimes use several different Capacity Utilization Dashboards, along with production dashboards, inventory reports, sales forecast, sales reports 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)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Learn More About Solver CPM For Manufacturing

Direct Labor Cost by Manufacturing Process Example

What is a Report for Direct Labor Cost by Manufacturing Process?

Direct Labor Cost reports are considered important production reports and are often used by production and plant managers to determine actual versus forecasted labor expenses for each manufacturing process. Key functionality in this type of report shows day rates and average utilization per team member. Figures are shown both for each month as well as year-to-date. On the top of the report, actual is compared to forecast at the plant level. You will find an example of this type of report below.

Purpose of Manufacturing Process Labor Cost Reports

Manufacturing companies use Labor Cost Reports to easily get both an employee and a plant level view of utilization and labor costs per process. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, a company can improve its labor and process analysis, as well as, reduce the chances that managers don’t easily see the employee expense component of a manufacturing process.

Manufacturing Process Labor Cost Report Example

Here is an example of a Direct Labor Cost by Manufacturing Process report.

Direct Labor Cost by Manufacturing Process Example

Direct Labor Cost by Manufacturing Process Example

You can find hundreds of additional examples here.

Who Uses This Type of Report?

The typical users of this type of report are: CFOs, plant and production managers.

Other Reports Often Used in Conjunction with Manufacturing Process Labor Cost Reports

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Manufacturing Process Labor Cost Reports, along with production dashboards, profit & loss reports 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)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Learn More About Solver CPM For Manufacturing