Analytics for B2B consulting firms
Turn project data into firm-wide clarity
Consulting and professional services firms use PowerMetrics to connect project, time tracking, and financial data into a single analytics platform — so teams can track project profitability, manage utilization, and deliver transparent client reporting without manual effort.
B2B consulting and professional services firms sell expertise, but managing the business often means juggling disconnected systems for time tracking, project management, finance, and client delivery. When project managers, finance teams, and leadership rely on different reports and spreadsheets, it's hard to see project profitability, utilization, budget consumption, or delivery risks before they become problems.
The most successful firms create a shared view of performance across every engagement. With real-time visibility into project margins, billable utilization, resource capacity, pipeline health, and revenue forecasts, teams can make faster decisions, allocate resources more effectively, and keep client work on track.
PowerMetrics connects tools like Harvest, Toggl, Asana, Jira, QuickBooks, and Xero into a centralized analytics platform. Bringing project, operational, and financial data together lets firms standardize key metrics, monitor performance in real time, and deliver client-ready reporting without manually building spreadsheets or reconciling data.
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Real-time project visibility across every engagement
When project data lives in five different tools, no one has the full picture. PowerMetrics pulls together hours logged, budget consumed, resource allocation, and milestone status into a single view — updated automatically and accessible to the people who need it.
Project margin tracking: See budgeted vs. actual hours and costs at the project level, so you catch margin erosion before a project closes.
Utilization rate monitoring: Track billable hours as a percentage of available capacity across individuals and teams, and identify where capacity is being wasted or burned.
Budget burn alerts: Set thresholds on budget consumption so project managers get notified before a project goes over — not after.
Service line profitability: Compare margin performance across service lines to understand which offerings drive the most value and which need repricing.
Metric governance and consistency across your firm
Inconsistent definitions create real problems. When your finance team calculates utilization one way and your operations lead calculates it another, leadership can't trust either number. PowerMetrics gives your firm a shared metric catalog — one place where definitions, ownership, and certification are locked in.
- Certified metric definitions: Define what "billable utilization," "project margin," and "revenue per consultant" mean for your firm — and certify those definitions so everyone uses the same calculation.
- Access controls by role: Give project managers visibility into their own engagements, finance teams access to firm-wide profitability, and clients a curated view of their project data.
- Calculated metrics for complex logic: Model blended rates, weighted utilization, or multi-phase project profitability using PowerMetrics' formula engine — without writing SQL.
- Audit trails and data lineage: Know where every number comes from, so you can defend your figures to clients and leadership with confidence.
Proactive insights and forecasting for healthier pipelines
Reactive reporting keeps you in catch-up mode. The best consulting firms use forward-looking metrics to manage capacity, forecast revenue, and identify risks before they surface in a client call. PowerMetrics supports that shift from descriptive to proactive analytics.
Capacity forecasting: Model team availability against your pipeline to identify gaps and over-allocation before projects kick off.
Revenue and cash flow forecasting: Combine project timelines, milestone billing schedules, and historical data to project cash flow with more accuracy than a spreadsheet allows.
Goals and notifications: Set targets for utilization, project margin, or client satisfaction scores — and get alerted when performance drifts outside acceptable ranges.
Client-facing dashboards: Give clients direct access to a curated view of their project status, budget tracking, and deliverable progress — updated daily, without manual effort from your team.
Don't just take our word for it
Recognized as a front runner (Software Advice), a high performer (G2), and a category leader (GetApp) in Analytics and Business Intelligence.
"PowerMetrics gives non-technical business users exactly what they need, without having to worry about the technology underpinnings. A centralized, managed inventory of metrics is an excellent complement to traditional BI tools, making them more powerful and consistent."
Adam Roderick,
CEO, Datateer
