Dashboards & reporting
One clear view of utilization, budgets, forecasts and performance
We build KPI dashboards and management reports with tools such as Tableau and SAP Crystal Reports, on top of data that has been cleaned and modeled for reporting.
- Tableau dashboards
- SAP Crystal Reports
- KPIs & scorecards
- Trends & forecasts
Interactive dashboard example
A firm-wide operations dashboard
The kind of executive view we build in Tableau. Switch the fiscal year to compare.
Utilization by service line
Target 85% · bars colored by band, value shown
Realization rate by month
Billed value ÷ standard value
Management reporting
Formatted reports for month-end and partner meetings
For reports that need precise layouts, grouping, subtotals and pagination, we build in SAP Crystal Reports. Here's the structure of a typical time & billing summary.
- Grouped by partner, client or service line
- Subtotals and variance columns
- Parameters for date range and office
- Scheduled delivery to the people who need it
Time & Billing Summary by Engagement Partner
Period: 07/01/2026 – 09/30/2026 · Office: AllPage 1 of 12
| Client / Engagement | Hours | Std value | Billed | Real. % |
|---|---|---|---|---|
| Partner: R. Alvarez | ||||
| Client 1042 · 2026 Audit | 412.5 | 86,630 | 81,430 | 94.0 |
| Client 1107 · Tax compliance | 138.0 | 28,980 | 27,240 | 94.0 |
| Client 1215 · Advisory | 96.25 | 24,060 | 20,450 | 85.0 |
| Subtotal | 646.75 | 139,670 | 129,120 | 92.4 |
| Partner: D. Chen | ||||
| Client 1318 · Review | 204.0 | 40,800 | 38,760 | 95.0 |
| Client 1402 · Tax planning | 71.5 | 17,875 | 15,730 | 88.0 |
| Subtotal | 275.5 | 58,675 | 54,490 | 92.9 |
Dashboard components
What we typically put in front of management
KPIs
Utilization, realization, WIP, margin: the few numbers leadership watches.
Trends
Month-over-month and year-over-year, with seasonality visible.
Resource utilization
By person, team, office and service line.
Budget vs. actual
Variance by department and project, with drill-down.
Forecasts
Demand and capacity outlook alongside actuals.
Performance
Evaluation progress and scores by team.
Operational metrics
Turnaround, backlog and throughput for operations teams.
Trusted data
Built on validated data from our ETL and integration work.
Technology
Tableau
Interactive dashboards for exploring data: filters, drill-downs and visual analysis for executives and managers.
Technology
SAP Crystal Reports
Pixel-precise, paginated reports with grouping and subtotals, suited to financial and operational reporting.
Reports taking days to assemble?
We'll help you define the metrics that matter and build dashboards that update themselves.