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INTERACTIVE CLIENT PROFITABILITY DASHBOARD
OVERVIEW
For one client, we developed a comprehensive interactive financial dashboard that provides full visibility into client profitability, team utilization, and overall performance. Instead of relying on static spreadsheets, management can now drill down into every client, project, and employee in real time.
1. Data Integration
The system consolidates multiple data sources—timesheets, salaries, client billing, expenses, subcontractor costs, etc.—into a single model. This ensures that all financial and operational information is always up to date and connected.
2. Client-Level Insights
For each client, the dashboard displays who worked on their projects, what tasks were performed, the associated expenses, subcontractor usage, and the calculated P&L per client.
3. Global Performance View
Beyond client-level detail, management can view aggregated P&L across all clients, with comparisons month-to-month and year-to-year. This provides a clear understanding of profitability trends and supports data-driven decision-making.
RESULTS
FULL VISIBILITY INTO CLIENT PROFITABILITY AND TEAM UTILIZATION
EASY DRILL-DOWN FROM COMPANY-WIDE METRICS TO INDIVIDUAL CLIENT DETAILS
TIME SAVINGS FOR FINANCE AND MANAGEMENT TEAMS THROUGH AUTOMATED REPORTING
IMPROVED STRATEGIC DECISIONS BASED ON ACCURATE, CONSOLIDATED DATA
THE KEY
Turning complex financial data into actionable intelligence
This project was not only about creating a dashboard, but about enabling leadership to make better, faster, and data-driven decisions. By connecting scattered financial and operational data, the company gained clarity on where profit was created or lost, unlocking a more strategic view of the business.
OTHER CASE STUDIES
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