PROFESSIONAL SERVICES ANALYTICS & PERFORMANCE INTELLIGENCE
Fuel Profitable Growth for Your Services Firm
For professional services organizations, making data-driven decisions is crucial for profitability and growth. However, achieving cross-firm analytics is often an uphill battle.
From new consulting engagements to billable hours, fixed-bid projects and resource utilization, your firm’s data is scattered across multiple systems. Manually consolidating this data is tedious and prone to errors, leaving you with fragmented visibility. Without a unified view of operations and financials, it’s nearly impossible to optimize processes, pricing strategies, and resource allocation.
Explore Discern’s Professional Services Analytics solutions:
- Sales Intelligence: Monitor, Forecast and Analyze Pipeline
- Marketing Intelligence: Calculate ROI on Marketing Initiatives
- Operational KPIs: Out of the Box Business Intelligence for Professional Services Firms
The Challenge With Running Professional Services Analytics:
✕ Critical data is trapped in siloed systems such as CRM, Time Tracking tools, Invoicing and ERP
✕ Lack of visibility into pipeline, resource utilization and project profitability
✕ Difficulty forecasting new revenue from existing and new clients
✕ Difficulty in resource planning without forward looking sales
✕ Manual reporting and spreadsheet consolidation is time consuming
✕ Critical data is trapped in siloed systems such as CRM, Time Tracking tools, Invoicing and ERP
✕ Difficulty in resource planning without forward looking sales
✕ Lack of visibility into pipeline, resource utilization and project profitability
✕ Manual reporting and spreadsheet consolidation is time consuming
✕ Difficulty forecasting new revenue from existing and new clients
Meet Discern
Professional Services KPIs & Reporting
Discern is a modern analytics solution designed to support data-driven decisions. By connecting your core business systems, Discern surfaces precise, multi-dimensional insights into your SaaS metrics and KPIs – all within one centralized hub.
AI Forecasting
200+ KPI Calculations
No-Code Customization
System & Spreadsheet Consolidation
LLM Insights Summary
Support for Multiple Revenue-Types (ACV, TCV, etc.)
Improve Profit Margins with Greater Transparency
Discern’s professional services intelligence solution eliminates these data challenges. With 200+ pre-built KPIs such as utilization, realization, and backlog, Discern delivers holistic insights into your firm’s operations and financials – all within a centralized analytics hub.
Leveraging AI, you can accurately forecast customer retention and new revenue to optimize pricing, staffing and business strategy.
The Benefits of Discern’s Professional Services Analytics:
- Sell more projects
- • Accurately forecast upcoming projects and resource requirement
- Increased billable staff utilization and project margins
- Improved client satisfaction and retention
- Faster growth and healthier firm profitability
- Sell more projects
- • Accurately forecast upcoming projects and resource requirement
- Increased billable staff utilization and project margins
- Improved client satisfaction and retention
- Faster growth and healthier firm profitability
Trust Discern to Automate KPI Calculations & Reporting
Check Out Our 5 Star G2 Reviews. Or, Schedule Your Demo to Check Out Discern’s Professional Services Analytics Today!
