$80.00
One workspace for utilization, margin, SLAs, and executive reports.
Description
A client analytics workspace for professional services: pipeline, delivery health, and commercial performance in one screen.
Outcomes:
– Monitor utilization, margin, and SLA breaches in real time
– Auto-generate weekly client reports with executive highlights
– Spot churn signals and upsell timing via predictive indicators
Includes KPI boards, forecast blocks, engagement tracker, and report wizard.
Formats: XLSX, PPTX, CSV; works offline and integrates with HubSpot, Jira, and Pipedrive.
