6-month performance
Revenue & utilization
Revenue (left, $K) vs. utilization (right, %)
Clients & capacity
Revenue by client
Concentration check
Utilization by team
Red = over 85% (burnout risk)
Service mix & receivables
Revenue by service line
Share of revenue
Receivables by age
Outstanding by days late
🤖 Insights
- Utilization rose 3 pts to 74% — healthy, and the pipeline is strong at $210K.
- One team is at 92% — a burnout / turnover risk; rebalance the load.
- Top client is 28% of revenue (concentration); DSO crept to 41 days, $46K outstanding.
✅ Recommended actions
- Shift work off the 92%-utilized team to the teams with room.
- Diversify the book — grow 2–3 mid-size clients to cut concentration.
- Tighten billing cadence to pull DSO back under 35 days.
🗄️ Data sources
- PSA / time-tracking — billable hours & rates
- Accounting / invoicing — AR & DSO
- CRM — clients, pipeline & service lines
📐 Definitions & methodology
- Utilization = billable ÷ available hours
- Realization = amount billed ÷ standard value
- DSO = (AR ÷ revenue) × days in period
