Professional Services demo
Owner viewWatch WIP, realization, retainer burn, and margin by engagement.
Billable WIP
$12.6K2 watch
WIP ready
$12.6K
Retainer burn
72%
Retainers: 68% utilizationTime Tracking: $12.6K WIPMatter/Engagement: 9 activeApproved timeExpense receiptsMilestone approvalSigned SOW
Reports
Financial and operational insights for your Professional Services workspace
OwnerFull access
Owner reports workspace
Revenue, receivables, approvals, clients, automations, and all workspace actions are visible.
Watch WIP, realization, retainer burn, and margin by engagement.
Total Revenue
$255,500
Outstanding
$22,700
Collected
$35,200
Paid Invoices
1
Overdue
0
Win Rate
33%
Open Work
3
Scheduled
2
Billable Hours
4.5
Monthly Revenue
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Available Reports
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