Power BI dashboards for Professional Services teams in Brisbane
Brisbane-based, operator-led reporting support for professional services teams that need clearer KPIs, less manual reporting, and numbers the business can trust.
Live professional services dashboard preview
A working illustration of the reporting we typically build for professional services clients in Brisbane and Queensland. Numbers are illustrative — yours land in the same layout once we connect your data sources.
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Professional Services reporting in Brisbane and Queensland
Professional services reporting often breaks down between CRM, PSA, finance, utilisation, WIP, and project profitability, leaving leadership with lagging visibility.
On professional services work the questions are utilisation, earned value and gross margin, and the answers sit in site diaries, Aconex and accounts systems. Project data ages quickly, so a report assembled on Monday is describing a job that has already moved by Wednesday.
We build the model so cost, schedule and delivery reconcile against the same source of truth, and service delivery and professional teams can see a variance while there is still time to do something about it.
The meeting this is built for
The monthly practice review. Each practice lead presents utilisation and margin differently. The CFO has WIP from the finance system. HR has headcount from the HRIS. The managing partner cannot compare practice performance without asking for manual reconciliation. This reporting is built so each practice reports from the same dashboard - utilisation, margin, pipeline, and team performance - in a consistent format.
Who this reporting is built for
Managing Partner / CEO
- Cares about
- firm profitability, pipeline health, and client retention
- Frustrated by
- leadership reporting assembled from PSA, CRM, and finance manually
- Needs to decide
- practice investment, pricing strategy, and growth priorities
Practice / Division Lead
- Cares about
- team utilisation, project margin, and delivery quality
- Frustrated by
- billable and non-billable time data that does not connect to revenue cleanly
- Needs to decide
- team allocation, hiring, and client engagement approach
CFO / Finance Director
- Cares about
- WIP, debtors, and revenue recognition accuracy
- Frustrated by
- project, time, and billing data across multiple platforms
- Needs to decide
- cash management, write-off policy, and financial forecasting
Resource / Delivery Manager
- Cares about
- capacity planning, project profitability, and staff allocation
- Frustrated by
- no integrated view of project demand, staff availability, and skills
- Needs to decide
- resource assignment, contractor engagement, and pipeline readiness
Business Development / Sales Lead
- Cares about
- pipeline conversion, proposal win rate, and client growth
- Frustrated by
- CRM data that does not connect to delivered revenue or client profitability
- Needs to decide
- pursuit strategy, pricing, and client relationship focus
HR / People Partner
- Cares about
- turnover, engagement, and capability development
- Frustrated by
- people data disconnected from utilisation, project, and financial context
- Needs to decide
- retention strategy, development investment, and workforce planning
What's going wrong now
Each project reports status in a different format.
Cost to complete is unreliable because systems do not integrate.
The portfolio view requires manual consolidation.
Margin surprises appear at month-end, not during the project.
Resource allocation decisions are made with incomplete visibility.
What changes after this is built
Common professional services reporting problems
SharePoint and document control logs each hold part of the same answer and disagree on the total
WIP and gross margin are calculated differently by finance and operations, and both are defended
Reporting still depends on Excel workbooks, manual checks and copied values
There is no clean single view by project, crew and cost centre
Review meetings lose time validating the data before the decision can start
Forecast cost to complete arrives after the window in which anyone could have acted on it
Too much of the reporting lives with one person, or in one undocumented workbook
Existing Power BI reports are slow, stale, or quietly not trusted
Managers cannot drill into a number without asking someone to rebuild the report
Assembling professional services reporting takes longer than reviewing it does
Status, cost, WIP and margin are not visible in one reliable view
Site teams keep separate trackers that never reconcile
What changes
What this work typically achieves
What that usually looks like in Professional Services
What people notice day to day
Utilisation checked before every resource allocation meeting
WIP reviewed in every partner meeting
Pipeline data referenced in every practice planning session
Book a reporting clarity call
You'll leave with a written action plan: speed issues, KPI drift, governance gaps, and a practical 30-day fix path.
Systems and data sources we connect
Reporting friction often starts because the right data sits across disconnected platforms. We connect the sources that matter for professional services reporting.
Project and delivery platforms
Commercial and finance systems
Site and document sources
What we build for professional services teams
Project portfolio reporting
A consolidated view of status, risk, forecast, commercial performance, and delivery pressure.
Site and project dashboards
Daily and weekly visibility across cost, progress, labour, and schedule.
WIP and margin reporting
Cleaner reporting on revenue, cost to complete, forecast, and commercial variance.
Resource and utilisation dashboards
A practical view of team capacity, billability, and delivery load.
Procurement and subcontractor reporting
Visibility across commitments, procurement timing, supplier performance, and cost movement.
Executive review packs
Board and leadership reporting that removes manual assembly and repeated checking.
Key professional services KPIs and decision metrics
Project delivery
- programme status
- earned value
- schedule variance
- milestone completion
- defect rate
- time to close issues
Commercial performance
- WIP
- gross margin
- forecast cost to complete
- variation value
- cash collection
- project profitability
Resource and risk
- utilisation
- billable hours
- subcontractor performance
- safety incidents
- days outstanding
- pipeline conversion
What becomes easier after implementation
The value is not only in the dashboard or the data model. It is in what changes day to day once reporting stops being a source of friction.
Why Roar Data for professional services reporting
Professional services reporting often breaks down between CRM, PSA, finance, utilisation, WIP, and project profitability, leaving leadership with lagging visibility.
That is the environment the reporting has to survive, so we build it around how service delivery and professional teams actually work - what gets asked in the meeting, what has to reconcile, and what breaks when one person is on leave.
We are Brisbane-based and work across Queensland and the rest of Australia. For professional services that matters less for proximity than for availability: someone who will sit in the review where the numbers get argued about, rather than only in the handover.
The test is whether the reporting still gets opened six months later without us. If it needs a specialist to maintain, it was built wrong.
Professional Services reporting FAQs
Which systems can you connect Power BI to for professional services reporting?
Which professional services reporting metrics do you model first?
Can you fix an existing professional services Power BI setup rather than rebuild it?
Can you report across multiple projects?
Do you need to understand professional services reporting to build it?
Talk through your professional services reporting
If your reporting still depends on manual work, spreadsheet fixes, or numbers people do not fully trust, we can map out a practical way forward.
Our services
Power BI Consulting
Roar Data helps Australian organisations eliminate spreadsheet reporting, unify fragmented systems and deliver real-time executive, financial and operational dashboards using Microsoft Power BI.
Explore servicePower BI Managed Services
Ensure your dashboards stay accurate, secure and performance-ready with proactive Power BI monitoring, optimisation and continuous improvement.
Explore servicePower BI Training Brisbane
Practical Power BI training for Brisbane teams that need reports to be maintainable, commercially useful, and easier to run day to day.
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