Project profitability clarity
Real-time visibility into utilization, project margins, write-offs, and forecast accuracy — so partners can manage profitability proactively.
Utilization
72.4%
Avg Project Margin
34.8%
Write-offs
€48K
Forecast Accuracy
91%
Revenue/FTE
€185K
What you get: data + software
- Custom utilization tracking tool integrated with your project management system
- Real-time project margin tracking with early warning alerts
- Utilization visibility by team, role, and individual
- Write-off tracking with root cause categorization
- Revenue forecast vs actual comparison
- Partner dashboard with key metrics at a glance
Utilization Trend
Margin by Project
Key Insight
Project E has gone margin-negative due to 40+ hours of unbilled scope creep. The current burn rate suggests €15K in additional write-offs without intervention. Recommend client conversation on change order or scope reduction.
Top Underperforming Projects
| Project | Client | Budget | Margin | Primary Issue |
|---|---|---|---|---|
| Project E | TechStart | €120K | -8% | Scope creep |
| Project F | RetailCo | €85K | 12% | Senior staff overuse |
| Project G | FinServe | €200K | 18% | Delayed milestones |
| Project H | MediaGroup | €65K | 22% | Below target |
From operational noise to executive clarity
What leadership typically sees before — and after — information is structured for decisions.
- Reporting focused on hours, not outcomes
- Margin unknown until after the fact
- Write-offs and overruns discovered too late
- Forecasting depends on manual updates
- Clear margin visibility per project and client
- Early warnings on overruns and write-offs
- Better prioritization of delivery and staffing
- Leadership sees performance without spreadsheets
What we changed behind the scenes
"Instead of explaining numbers, leadership can focus on what to fix and where to intervene."
Project profitability visibility for professional services firms
Professional services firms live and die by utilization and project margins. Yet many lack real-time visibility into which projects are profitable, which are bleeding, and where write-offs are accumulating.
Octrix helps connect time tracking, billing, and financial systems to surface true project economics. Partners and practice leads get early warning when projects drift off track.
Typical outcomes include reduced write-offs, better forecast accuracy, improved resource allocation, and partner dashboards that surface issues before they become problems.
Whether you're a consulting firm, agency, or legal practice, the goal is the same: know which work makes money and catch margin erosion before it's too late.
Frequently Asked Questions
Common integrations include time tracking tools, PSA platforms, billing systems, and financial/ERP systems to create a complete project profitability picture.
We accommodate fixed-fee, time & materials, retainer, and blended models—normalizing them into comparable margin metrics.
Yes—we build role-based views so partners see their practice, managers see their teams, and leadership sees the consolidated picture.