SAMPLE: Partner Ledger — Professional & financial services sample

①

Billable hours vs plan, last 24 months

Hours

Billable hours, selected periodBillable hours, outside periodPlan

②

What this board answers

Three questions

⑩

Lock-up river: work in progress → debtors → cash

Days · width = billings per day

Work in progress (unbilled)Debtors (billed, uncollected)Selection average lock-upWrite-down at the billing weir

④

Utilisation & realisation by practice

vs plan

UtilisationPlanned utilisation

Util.Real.

③

Partner × client allocation grid

Billable hours in period

⑤

Revenue & margin by client

Fees · margin

Client · sectorFeesMargin

⑥

Pipeline by stage

Opened in period

⑦

Invoice ageing

Period end

⑧

Client concentration

Share of fees

⑨

Ask the data

AI layer · answers grounded in this board

YouWhich practice's lock-up got worse this period, and how much cash would bringing it back to the firm average release?

Other questions partners ask this board

Which clients are below 15% margin? Who bills the most hours to a single client? How many months of revenue does the pipeline cover? Where did write-downs increase this quarter? Which office is furthest under plan?

⑪

¹ Benchmark: SPI Research, 2026 Professional Services Maturity Benchmark (19th annual), reports average billable utilisation of 66.4% across surveyed professional-services organisations for 2025 — the lowest in the survey's history and below the 75% target (spiresearch.com; figures as summarised by Deltek). This board's utilisation KPI is compared against that published figure. Every other number on this page is illustrative sample data generated for demonstration, internally consistent (subtotals reconcile, percentages match the values shown) and does not describe any real firm or client. Practice cost rates include fee-earner salary and on-costs only; margin is before overhead and partner distributions.

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1
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2
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3
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4
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