Professional Services

Template
Use this report to visualise some of the key metrics that are important for a Professional Services business.
The Professional Services template combines some of the key metrics professional services businesses should focus on. These metrics are split across the Professional Services Financial Metrics and Professional Services Customer Metrics pages in Spotlight.

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KPIs include:

Effective Hourly Rate
Utilisation
Firm Billable - This Year vs Last Year
Revenue per Employee
Revenue to Wages Ratio
New Customers
Sales Conversions
Average Revenue per Customer
Customer Satisfaction Rating
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