Professional Services

👔 Turn expertise into predictable profit.

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Whether you’re a management consultancy, design studio, accounting firm, or digital-marketing agency, success comes down to selling work that matters, staffing it efficiently, and proving impact.

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Delve unifies time-tracking, project-management, CRM, and finance data so you lift utilization, protect margins, and grow retainers—minus spreadsheet gymnastics.

➡️ What You’ll Gain

• Higher billable utilization – Surface idle capacity and rebalance workloads to add 5–10 pp more billable time.
• Scope & margin visibility – Track burn-rate, change orders, and write-offs in real time to safeguard gross margin.
• Insight-driven upsells & renewals – Showcase performance wins that justify bigger retainers and longer contracts.

📈 Dashboards We Ship

Delivery & Operations

1. Resource Utilization & Capacity Forecast
2. Project Status, Burn-Rate, and Scope-Creep Monitor
3. Time-Entry Compliance & Missing-Hours Alert
4. Turnaround-Time & SLA Adherence Tracker

Finance & Profitability

1. Client / Engagement P&L & Margin Analysis
2. Retainer Health: Over-/Under-Burn Dashboard
3. Revenue Forecast & Pipeline Conversion
4. Realization Rate & Write-Off Heatmap

Growth & Sales

1. Proposal Win-Rate & Opportunity Funnel
2. New MRR vs. Target Tracker
3. Client Acquisition Cost vs. Lifetime Value
4. Cross-Sell & Upsell Opportunity Explorer

Client Success & Quality

1. NPS / CSAT Trend Dashboard
2. Revision-Round Heatmap (Rounds per Deliverable)
3. Churn Risk & Renewal Timeline
4. SLA Breach & Corrective-Action Board

(All dashboards built in Power BI or Looker and refreshed continuously under our subscription model.)

🔑 Track KPIs That Move the Needle

1. Billable Utilization %
2. Realization / Average Blended Rate
3. Gross Margin by Client / Project
4. On-Time Delivery %
5. Net Promoter Score (NPS) / CSAT
6. Revenue per FTE
7. Client Churn Rate

🚀 Why Delve

We plug straight into Harvest, Toggl, Jira, Asana, ClickUp, Monday.com, HubSpot, Salesforce, QuickBooks, Xero, and more—no rip-and-replace required.

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Our analysts iterate on your dashboards every month so partners, account leads, and finance teams act on the same live numbers.

Trusted by professional and creative firms worldwide to boost utilization, safeguard margins, and delight clients.

Ready to turn expertise into scalable profit? Book a quick demo and watch your firm’s data come alive.

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