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Reporting for professional services

Utilisation and recovery, without the month-end scramble.

In a people business the cost and the revenue are the same thing, measured differently. Time is recorded in one system, billed from another and written off in a third conversation — so the gap between the hours worked and the fee recovered is only ever visible in hindsight.

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What gets in the way

  • Utilisation is known after the month it could have been managed in.
  • Work in progress and write-offs are invisible until somebody raises the invoice.
  • Project overruns are discovered at billing rather than at the point of overrun.
  • Realisation rate — what you actually recover against what you recorded — is rarely measured at all.

Systems we typically connect in professional services

XeroSageOracle NetSuiteSalesforcePipedrivePeople HR

Not listed? See all integrations or just ask.

KPIs we help professional services businesses track

Chargeable utilisation by person, team and grade

Realisation rate against recorded time

Work in progress and lock-up days

Project margin against the fee quoted

Write-offs and scope creep by client

Pipeline against available capacity

Vizora AI Alerts

Find out while you can still do something about it

Vizora AI Alerts check your figures every day and email the person who can act when one crosses a threshold. Typical rules in professional services:

Alert

Recorded hours on a project pass the fee it was quoted at

Alert

Work in progress on a client ages beyond an agreed threshold

Alert

A team's utilisation falls below target for a second week running

Professional services — common questions

Our time recording is not perfect. Does that break this?
It does not, but it does shape what is worth reporting first. Poor time capture is common, and one of the more useful early outputs is simply showing where recording is incomplete — which tends to improve it.
Can we see profitability by client as well as by project?
Yes — by client, project, partner, team and grade. Client-level profitability is often the more uncomfortable view, because it is where long relationships and thin margins tend to coincide.
Do you connect to practice management systems?
Where they expose an API, yes. Tell us what you run and we will confirm before you commit to anything.

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