Professional services
Prepare for your next review with the figures ready.
Firms track hours, projects, and client feedback in spreadsheets. Upload one, see where time goes and what clients say, and walk into the review with figures you can explain.
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A question you might bring
How do recorded project hours compare across service types?
Hours by service type with entry counts, ready for the review deck.
Illustrative example: a timesheet export with service type, quarter, and recorded hours.
What you can do with your file
Brief, Ask, Tables and Charts are on Free, Pro and Max, within each plan's allowance. Decide is exclusive to Max. Charts and Decide require your own file. Stats and Python for supported results are on Max.
Tables: Total and average recorded hours by service, team, or quarter.
Brief: A Brief summarizes what stands out in client survey responses.
Ask: Ask how results differ for a client segment and see the base used.
Files people often bring
- Timesheet or project hours exports
- Client satisfaction surveys
- Engagement or project lists
- Proposal and win/loss logs
Good to know
- There is no connection to practice management or time-tracking tools; export a file and upload it.
- Review columns, filters, and the base behind each figure before you share it.
- Differences between groups describe your data; they do not show cause.
- Only upload files you have permission to analyze.