Engagement contract and delivered value List
Compare contract value, delivered amount and delivered cost by engagement.
- Financial Advisory PSA
- Reports and analytics
Reports for the questions your team asks
Read engagement delivery, margin, billing and operation results.
Overview×
Financial Advisory PSA · Overview
Financial Advisory PSA dashboard
This quarter
Time entries in view
6Total hours
45Submitted
6Work date in 14 days
2Engagements by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Proposed | 47 | ||
| Active | 11 | 23% | |
| On hold | 2 | 18% | |
| Completed | 1 | 50% |
Contract value by status
Sample totals per stage
More reports
Engagement margin by practice Grouped
Group Engagements by owning organization and compare gross margin.
Advisor utilization List
Compare billable hours logged, total hours logged and utilization percent with weekly capacity hours.
Service approval exceptions List
Show submitted service entries with Hours, Billable and Engagement.
Deliverables due and outstanding List
Review due date, Status, Amount and amount outstanding.
Fee collection by client Grouped
Follow Clients through Engagements and advisory deliverables to fee billings.
Expense exposure by engagement Grouped
Group Expenses by Engagement and compare Amount, Billable and Status.
Operation outcomes List
Group operation receipts by operation type and Result.
Set up Financial Advisory PSA your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.