Engagement margin tracking
Hours, fees and margin per engagement, weekly
How a run goes
The steps this agent takes, in order, and what each one leaves behind.
Reads timesheets, budgets and billing data
Computes each engagement's hours burned, fees earned and margin against the budget each week
Computes burn and margin per engagement
Flags the engagements running over on hours or under on realization before the month closes
Drafts the review with the exceptions first
Drafts the practice margin review with the engagements that need a conversation
Works in
NetSuite, Workday, Tableau
NetSuite, Workday, TableauWhat it does
- Computes each engagement's hours burned, fees earned and margin against the budget each week
- Flags the engagements running over on hours or under on realization before the month closes
- Drafts the practice margin review with the engagements that need a conversation
Connects to
Need it to work differently?
Every agent can be changed: the steps it takes, the systems it uses and who approves what.