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Business and Professional Services Use Case

See why Âé¶¹´«Ã½ works for business and professional services.

Âé¶¹´«Ã½ Adaptive Planning gives business and professional services organizations the power to plan, budget, and forecast the future.

Âé¶¹´«Ã½ Enterprise Planning project planning KPI dashboard for professional and business service companies.

Key use cases.

Explore models built for the business and professional services industry.

  • Project planning¡ªForecast billable hours and revenue by project or customer. Track backlog, overrun, and percentage completion.
  • Portfolio and account profitability¡ªSegment revenues and allocate personnel and overhead to drive profitability analysis across projects and customers.
  • Capacity and utilization modeling¡ªPlan staffing, billable hours, and utilization by projects, role, and region and allocate them across projects.
  • Sales pipeline forecasting¡ªTrack leads and opportunities to roll up weighted pipeline forecasts for revenue projections.
  • Workforce planning¡ªPlan and reconcile headcount plans and skills gaps to support portfolio and geographic growth.

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