Analytics for Consultancies & Agencies
You’re delivering top tier work for your clients.
Internally, things are a little harder to pin down. At a certain point, the questions become: where is time going? which clients are worth it? who’s overloaded vs underused? how do we increase utilization? what does next month look like? what’s our runway?
Being able to answer these questions is critical for a small business or a startup trying to get off the ground.
What’s usually happening behind the scenes:
You are probably using a variety of systems, and none of them are talking to each other.
Sales in HubSpot or Salesforce
Delivery in Jira, Asana, or Linear
Time in Toggl or Harvest
Finance in QuickBooks, your bank, or spreadsheets
People data in an HRIS (Deel, Rippling, BambooHR, etc.)
Each one makes sense on its own but when you try to answer something simple like “are we making money on this client?” you end up pulling from all of them.
Check out our content page to learn more about some of these sources.
Some questions you should be able to answer easily as a small business owner:
Staffing and Utilization
You know people are working hard, but you don’t have a clean view of billable vs non-billable time. It’s unclear how much each person is actually generating, or whether that’s improving. You also can’t easily tell if work is being done at the right level across the team.
Do you know how much revenue each person is generating, how that’s trending, and whether work is staffed at the right level?
Clients and Profitability
Revenue is tracked. Time is tracked. They’re not tied together in a way you trust.
Can you see which clients are actually profitable once you account for the time it takes to deliver their work?
Sales and Delivery
Deals close without a clear view of who’s available to do the work. You have role and capacity data, but it’s not connected to how work is staffed or measured, so hiring decisions feel reactive.
When you close a deal, do you know who is realistically available to deliver it and what that means for hiring or margins?
Pipeline vs Capacity
You can see what’s likely to close, but not how that translates to actual team bandwidth in the near term.
If the deals in your pipeline close, can your current team handle the work over the next 4–8 weeks?
Forecasting and Delivery
You have a sense of next month’s revenue, but it shifts depending on assumptions. Cash flow and delivery timing aren’t clearly tied.
Do you have a reliable view of next month’s revenue that reflects when the work will actually be delivered?
Time Quality and Project Cost Projection
Time is being logged, but it’s inconsistent or too vague to use for planning or pricing.
Are you pricing projects in a way that reflects the time they actually take?
Project Health
You can feel when something is slipping, but there isn’t a consistent way to see it early across projects.
Can you spot when a project is drifting off track early, without relying on gut feel?
Client Concentration
You have a rough sense of your biggest clients, but not a clear view of how much risk sits in a few accounts.
Do you know how much of your revenue is concentrated in a small number of clients, and what risk that creates?
How a strong data foundation can help
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We start with understanding how your firm operates
What counts as billable time? How do you measure utilization? What does a healthy project look like?
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We connect the systems that matter
Sales, delivery, time tracking, finance, and your HRIS systems all need to be ingested into one place (standardizing across the board) so they reflect the same reality.
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We make it usable
Your team has the ability to answer questions without rebuilding logic again and again, or asking for help.
Why this isn’t as simple as “connecting everything”
These systems don’t all work the same way. Some track events (product, analytics). Some track transactions (Stripe, finance). Some just reflect the current state (CRM, HRIS). Some are barely structured at all (spreadsheets, Notion)
They update at different times. They use different definitions. They don’t share clean IDs. So even if you get everything into one place, it doesn’t automatically line up.
Even getting the data in looks different depending on the source:
APIs for some tools
direct database access for others
exports or flat files in certain cases
connectors where needed
Why can’t Claude just fix this for me?
It’s easy to think you can skip this and just drop everything into Claude or ChatGPT and start asking questions. That can be useful for quick exploration but it doesn’t really hold up for running the business.
AI won’t define your metrics, reconcile differences between systems, track changes over time in a reliable way or give your team one agreed-upon version of the numbers.
You’ll get answers but they just won’t always line up, or hold steady over time.
