Finances Dashboard for Professional Services

Consolidated finances for consulting firms in an easily accessible dashboard,
with granular segmentation, history, and forecasting
Finances are the lifeblood of any consulting company. In one single view, Metric.ai enables you to understand the financial health of an organization and dive deeper into any particular area. Metric.ai collects information from multiple services and calculates the total value for the key performance indicators of the organization.

You can select the type of projects to represent organization financials:
  • All projects, which include internal non-billable projects
  • Billable projects, which uses the data from billable projects only
Any KPI in Metric.ai could be viewed for different time periods:
  • This week
  • Last week
  • Last 30 days
  • This month
  • Last month
  • Next 6 weeks
  • This quarter
  • Last quarter
  • This year
  • Last year
  • Last 12 months
  • Last 3 years
  • All period
  • Custom period
Metric.ai interface: preferences of the finances dashboard
Metric.ai interface: preferences of the finances dashboard
The KPIs of the finances dashboard include:
Each KPI offers a tab that shows the overall information and segmentation of the metric. Each finance metric has a planned trend and a forecast. Finances can be visualized by month and by week, over time or cumulatively.

Finances KPIs in the organization dashboard in Metric.ai
Finances KPIs in the organization dashboard in Metric.ai
Each finance metric can be segmented according to the following specifications:
  • Clients
  • Projects
  • Employees
  • Departments
  • Companies
  • Offices
  • Roles
  • Custom groups
Finances metrics, default segments in Metric.ai
Finances metrics, default segments in Metric.ai
For example, as a founder of an agency, you would like to see profits for this quarter, and you wonder how the profits are distributed to employees. You wonder who is the least profitable to the current date and why.
Finance dashboard use case example
Finance dashboard use case example
You have figured out that Mark Patton has significant expenses and is conducting an internal non-billable project, "Bartlett, Martin and Gonzalez". This project was just started and will incur more expenses, so you might consider putting it on hold to hit the profitability goal for this quarter.
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