Rates Dashboard for Professional services

Average rates for consulting firms in an easily accessible dashboard
with granular segmentation, history, and forecasting
Rates at the organizational level are average indicators of the match between sales and delivery. Metric.ai collects information from multiple services and calculates the per-hour values of the organization.

You can select the type of projects to represent the organization rates:
  • All projects, including internal non-billable projects
  • Billable projects, which use data for 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 rates dashboard
Metric.ai interface: preferences of the rates dashboard
KPIs of the rates dashboard are:

Each KPI is a tab which shows the overall information and segmentation of the metric. Each rates metric has a planned trend and a forecast. Rates are visualized by month and by week, over time or cumulatively.
Rates KPIs in the organization dashboard in Metric.ai
Rates 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
Rates metrics, default segments in Metric.ai
Rates metrics, default segments in Metric.ai
As a top manager of an agency, you would like to see the revenue per hour for this year, because your strategy for the year was to increase the organization's hourly rate.
Rates dashboard use case example
Rates dashboard use case example
You have figured out that, this year, revenue per hour is not growing on average, but there were some peaks over time. Segmentation by clients shows that most clients have the higher rate – only seven established clients are on the previous year rate. So why is the revenue per hour much lower than expected? The answer is found in internal projects, which you might look to optimize.
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