Engagement value and delivery List
Compare contract value with delivered and invoiced service amounts by engagement.
- Management Consulting PSA
- Reports and analytics
Reports for the questions your team asks
Ask specific delivery, utilization, billing and margin questions from linked records.
Overview×
Management Consulting PSA · Overview
Management Consulting PSA dashboard
This quarter
Time entries in view
6Total hours
65Submitted
6Work date in 14 days
4Engagements by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Proposed | 40 | ||
| Active | 9 | 23% | |
| On hold | 1 | 11% | |
| Completed | 1 | 100% |
Contract value by status
Sample totals per stage
More reports
Budget hours remaining List
Show budget hours, logged hours and remaining hours for each engagement.
Engagement gross margin List
Review delivered amount, delivered cost and gross margin by engagement.
Consultant utilization List
Compare billable logged hours with total logged hours and weekly capacity for each team member.
Service approval queue List
List submitted service lines with their engagement, billable flag and hours.
Expense approval queue List
Group submitted expenses by engagement, consultant and category.
Milestone billing position Grouped
Show each engagement's milestones, amount, payments received and outstanding amount.
Payment exceptions List
List overdue and disputed milestone payments with due date and days past due.
Operation outcomes List
Review operation type, result and occurrence date for approval, invoice and payment receipts.
Set up Management Consulting PSA your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.