One live view of your firm, instead of
a dozen spreadsheets nobody trusts
Most agencies and consultancies run on a CRM, a time tracker, a PM tool, a billing system, and a stack of spreadsheets that never agree. The leaks stay invisible because no one view shows utilization, project margin, and cash in the same place. kratt runs a free audit that ranks where your firm is bleeding revenue in dollars, then builds, hosts, and runs one custom dashboard on the stack you already have. Days not months.
What the open loop is costing you.
The conservative numbers below are pulled from kratt's audit data and published industry research for professional services. Every leaky channel here is a competitor's win.
- · Raymond R. Panko, spreadsheet error research as compiled by Dartmouth Tuck School of Business (approximately 88% of spreadsheets contain errors)
- · McKinsey Global Institute, The Social Economy (knowledge workers spend roughly 20% of the workweek searching for internal information)
- · SPI Research / Kantata, 2025 Professional Services Maturity Benchmark (average billable utilization 66.4%; below the ~75% threshold; revenue leakage benchmark)
- · PSA-industry profit-leakage benchmarks (unbilled hours, scope creep, and inefficient processes cost firms roughly 1-5% of annual revenue)
Wired into the tools you already run.
We build the dashboard on the CRM, time tracker, PM tool, billing system, and spreadsheets you already run, then host and operate it. Nobody has to abandon a tool or learn a new one. If a system has an API, a webhook, or even a synced sheet, we pull it into one live view.
Four playbooks shipping in week one.
Each playbook is shippable within audit in days of kickoff. Most professional services clients start with the first two and add the rest in weeks 2–4.
Live utilization and capacity board
One screen pulls from your time tracker and PM tool to show billable utilization per person, per team, and firm-wide in real time, with consultants drifting below target or toward burnout flagged the day it starts, not in the month-end report.
Surfaces soft weeks while you can still fill themProject margin and budget-burn dashboard
Every active engagement shows budgeted versus actual hours, fees, and margin side by side, so scope creep and overruns show up as a red bar mid-project instead of a write-off at invoicing. Pulls from PM, time, and billing in one view.
Catches overruns before they hit the 1-5% leakageCash and unbilled-WIP single source of truth
A finance view ties logged time, draft invoices, sent invoices, and payments together so unbilled work in progress and overdue receivables stop hiding between the time tracker and the accounting tool.
Replaces error-prone spreadsheets with one reconciled viewPartner and client-facing portals
We build a leadership dashboard for the partners and, where it helps retention, a clean client portal that shows project status and deliverables pulled live from your PM tool, so weekly status decks build themselves instead of eating billable hours.
Turns hours of manual reporting into a live linkReal numbers from a real operator.
What one live view looks like for a 30-person consultancy
What it costs, without the dance.
Start with the free AI audit, the only deliverable that is yours to keep no matter what. It ranks your leaks (idle billable capacity, scope creep and overruns, unbilled WIP, hours lost reconciling reports) in real dollars for your firm. If you decide to move, we scope a build-and-run engagement against the biggest leak, one custom dashboard hosted and operated by us on the stack you already run, priced to the size of the problem we are closing, not a fixed retainer quoted before we know your numbers.
Five things professional services operators ask first.
The questions every professional services prospect asks on the first call. Answers in writing so you can decide before booking.
How much does Custom Dashboards for Professional Services cost?+
The audit is free, and it is the only thing that is yours to keep. It ranks where your firm is leaking revenue in dollars, from idle billable capacity to scope creep to hours lost reconciling reports, so you can act on it with or without us. If you decide to have us build the dashboard, kratt works on a hosted build-plus-retainer model: we build, host, and run the dashboard on your existing stack rather than handing you a one-off file and walking away. We scope pricing against the size of the leak we find, not a fixed package, so book the audit first and the numbers follow the findings.
We already have reports in our CRM and PM tool. Why do we need a custom dashboard?+
Because the reports do not talk to each other. Utilization lives in the time tracker, margin lives partly in the PM tool and partly in accounting, and cash lives in a spreadsheet someone updates on Fridays. Each report is true in isolation and the firm-wide picture is never assembled until month-end, when it is too late to fix a soft week. A custom dashboard joins those sources into one live view so the leak is visible while you can still close it.
Do we have to replace our existing tools?+
No. The whole point is to build on the stack you already run. We connect to your HubSpot or Salesforce, your Harvest or Toggl, your Asana or Jira, your QuickBooks or Xero, even the spreadsheets you live in, and pull them into one dashboard. You keep every tool your team knows; we build the connective tissue and the single view on top.
How is this different from buying a BI tool like Looker or Power BI?+
A BI license gives you a blank canvas and a project to staff. kratt is two operators who find the highest-dollar leak in your firm, build the specific dashboard that closes it, and then host and run it. You are not buying seats and hoping someone internally has time to wire it up and maintain it. The audit is the strategy, the dashboard is the running system, and we operate it on your stack so it stays accurate as your tools change.
How long does it take to build a custom dashboard for a firm?+
Days, not months. We start from the free audit, which tells us exactly which leak matters most and which sources feed it. Because we build on the systems you already run rather than migrating data into new software, a first live view of the leak that costs you the most typically ships in days, then we expand it from there once your team is using it.
Our data is messy and spread across spreadsheets. Will a dashboard even work?+
That is the normal starting point, and it is exactly why the leaks are invisible. Around 88% of spreadsheets contain errors, so a firm running on a dozen of them has no trustworthy single number for utilization or margin. Part of building the dashboard is reconciling those sources into one definition everyone agrees on, so messy data is the problem we are solving, not a blocker.
Is the dashboard ours to keep, or do we rent it forever?+
The free audit is yours to keep no matter what. The dashboard itself is built and run on a hosted retainer, because a live view is only useful if it stays accurate as your tools, team, and projects change, and that is ongoing work, not a one-time deliverable. We run it for you on your existing stack so it keeps reflecting reality instead of going stale the week after launch.
Other verticals we ship custom dashboards for.
Same dashboards, portals, and internal tools on your stack, tuned to industry-specific needs. Same deploy cadence. Same guarantees.
Ready for professional services
custom dashboards?
Book a 30-min strategy call. We’ll map your current setup, show you the system in action, and quote the deploy. If it’s not a fit, we’ll tell you on the call.