Professional Services
Connect Financial Strategy to Project Execution
Prolytics partners with professional services firms to modernize planning across finance, delivery, and resource management—so you can scale profitably, improve utilization, and make confident, data-driven decisions.
Your Challenges, Solved
We understand the dynamic, margin-sensitive world of project-based service firms.
- Limited visibility into project profitability and delivery costs
- Forecasting revenue and margin is manual and reactive
- Resource allocation is disconnected from financial planning
- Difficult to model project pipeline, billable hours, and headcount needs
- Leadership lacks real-time dashboards for decision-making
How Prolytics Helps
Whether you’re a fast-growing agency or a global consultancy, we help you build scalable, insight-driven planning processes.
- Forecast revenue by project, client, or practice
- Align staffing plans with delivery timelines and project pipeline
- Analyze utilization, margin, and billability across teams
- Connect pipeline data with financial forecasts
- Create dynamic, scenario-based models for resourcing and growth
We work with firms across consulting, marketing, IT services, and more.
Key Features & Capabilities
Capability
Project-based planning and forecasting
Resource & workforce planning
Rolling forecasts and scenario models
Integrated dashboards and KPIs
Pipeline-to-cash flow visibility
What It Means for You
Track revenue, costs, and margin at the project level
Optimize utilization and headcount by role or team
Stay agile in the face of shifting pipeline or scope
Align executives with client-level performance metrics
Link sales, delivery, and finance in one view
Track Performance Where It Matters—At the Project Level
Built for service firms, this template helps you plan revenue, margin, and staffing for each engagement. Get clear visibility into where your team’s time and resources are going—before it impacts profitability.
Key Features:
- Plan revenue and cost by project, team, or client
- Forecast headcount and utilization needs by role
- Track delivery milestones alongside financial KPIs
- Adjust for pipeline changes with agile, scenario-based updates
Professional Services Success Story
Case Study: Scaling Forecasting for a Global Consulting Firm
A multinational IT services provider worked with Prolytics to replace disconnected spreadsheets with a centralized planning solution. They now forecast revenue and margin by project, with real-time updates on utilization and delivery risk.
“We finally have one integrated view of our financials, resources, and pipeline. It’s a game-changer for operations and finance.”
— VP of Finance, Global Services Firm
Planning Use Cases We Support in Professional Services
- Project-Level Profitability Forecasting
- Resource & Utilization Planning
- Integrated Financial Planning
- Pipeline & Backlog Modeling
- Workforce & Headcount Forecasting
- Practice Area Performance Dashboards
- Budgeting for Billable vs. Non-Billable Staff
- Scenario Planning for Demand and Capacity
Insights for Services Leaders
How to Improve Forecast Accuracy in People-Driven Businesses
Webinar: Linking Pipeline, Staffing & Margin in Professional Services
Ready to unlock more value from your people, projects, and data?
Let’s build a planning framework that scales with you.
