Professional Services Reporting
Track resource utilization, billable time, and KPIs for your professional services team
Available Tools
Select a tool below to get started
🔄
Sync Data
Connect to Project Insight and synchronize your data. Sets up local cache for fast reporting.
Go to Sync👥
Group Overview
View aggregate utilization metrics across all resources with professional services KPIs.
Go to Group View👤
Individual Overview
Drill down into individual resource utilization, time entries, and performance over time.
Go to Individual View💰
Project Profitability
Set resource rates and budgets to calculate margins and financial performance.
Go to Profitability📊 Key Features
Utilization Tracking
- Billable vs. Non-Billable hours
- Time off tracking
- Internal support and overhead
- Professional services KPIs
Flexible Reporting
- Week, Month, Quarter, Year views
- Interactive Plotly charts
- Real-time data filtering
- Export capabilities