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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 organisations 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 ¨C Forecast billable hours and revenue by project or customer. Track backlog, overrun and percentage completion.
  • Portfolio and account profitability ¨C Segment revenues and allocate personnel and overhead to drive profitability analysis across projects and customers.
  • Capacity and utilisation modelling ¨C Plan staffing, billable hours and utilisation by projects, role and region, and allocate them across projects.
  • Sales pipeline forecasting ¨C Track leads and opportunities to roll up weighted pipeline forecasts for revenue projections.
  • Workforce planning ¨C Plan and reconcile headcount plans and skills gaps to support portfolio and geographic growth.

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