Project contribution
Project revenue less agreed direct delivery costs. Cost rates and recognition periods must be confirmed before comparing projects.
Industry solution · Written delivery
Professional services analytics
Project economics, invoicing and workload reporting for agencies, consultancies and service teams.
Check My Data — FreeBusiness areas for this industry
Explore the relevant analytics areas
These are applicable areas to consider. Your agreed question and available data determine which ones are included in a project.
Need a different combination? Custom Analytics can be scoped around your requirements.
Operational decisions
Connect billed work with the cost of delivery
Invoice totals show what was billed, but they may not show which projects use the most effort or leave the strongest contribution. A services analysis can bring project identifiers, invoices, time records and agreed costs into one view.
A first project might examine revenue by client, overdue receivables or planned versus recorded hours. Wider project economics depend on cost rates, write-offs and an agreed approach to shared overhead.
The finance example demonstrates gross profit, operating expenses and receivables. It uses a general synthetic dataset, rather than claiming results from a service business.
Useful questions and measures
Workload and utilisation
Recorded hours compared with an agreed available-hours basis. Absence, internal work and subcontractors need explicit treatment.
Billing and collections
Invoice balances, age bands and collection trends. Billing date, due date and payment allocation should be kept distinct.
Interpretation and limits
Read growth alongside concentration and collections
A services business can grow revenue while depending more heavily on a small number of clients or waiting longer to collect invoices. A customer contribution view and receivables analysis reveal different exposures that the revenue total alone cannot explain.
Client identifiers can usually be pseudonymous for an initial review. Employee names are unnecessary for a schema assessment, and aggregate team reporting may be sufficient for the business question.
The written output identifies calculation assumptions and prompts focused follow-up questions. It supports management review; it does not make automated personnel decisions or treat recorded hours as a complete measure of individual performance.
Useful starting data
- Invoices, credit notes and payment balances with client and project IDs
- Time entries by project and activity, plus agreed cost rates where needed
- Budgets or planned hours and a consistent reporting calendar
For the Fit Check, describe the columns, approximate volume and time period. Do not send production credentials or personal records.
A focused first delivery
Choose one decision, one reporting period and an agreed set of sources. Receive the scoped dashboard, written observations, source assumptions and a documented handover.
The Fit Check identifies whether the data is suitable and recommends a fixed next step. Project price, exclusions, delivery environment and timing are confirmed in writing before work begins.
View the existing fixed-price packagesBefore you begin
Can we assess project margin without time records?
Only if another agreed cost basis is available. Invoice totals alone support revenue reporting, not reliable project margin.
Must the first report include employee-level detail?
No. The question may be answered with project or team aggregates. Only necessary fields should be included in an agreed scope.
Example project scope
A focused first project: project contribution and collections
Select one reporting period and confirm the project identifiers used across invoices and time records. Agree cost rates and exclusions before comparing delivery contribution; keep invoice ageing separate from recognised revenue.
A management view can bring the accepted financial and workload indicators together. The executive preview is a separate synthetic business dataset, included to demonstrate the form of a consolidated review.
The final scope specifies the question, accepted sources, excluded calculations and the output to be delivered. Any additional view is an agreed extension rather than an implied inclusion in every package.
Start with one business question
Start with your question and a description of your data. We confirm data fit and scope in writing.