Intelligent, predictive &
actionable insight

Run a more predictable and efficient services business, tackle your most pressing challenges with confidence, and exceed customer expectations — using FinancialForce Services Analytics, powered by Salesforce Einstein.

Einstein Analytics
Einstein Analytics

A New World of Financial Analysis:
Tap into analytics to make business more efficient and predictable

Data-driven decisions

360° VIEWS: Achieve an instant, global view across every aspect of your services business. Get the data you need to optimize resource planning and enhance project profitability.

  • Use pre-built dashboards and datasets with hierarchies built-in across billings, backlog, utilization, and KPIs
  • Make timely, informed decisions–every time
Intelligent, predictive, and actionable insights
Intelligent, predictive, and actionable insights
Einstein Analytics
Einstein Analytics

Spot-on billing forecasts

FUTURE OUTLOOK: Get unmatched visibility into every dollar recognized and dollar planned. Make critical decisions in an informed and predictable manner.

  • View and compare your forecast at any point throughout the quarter or year
  • Achieve the most up to date actuals and assignments

Smart capacity planning

RIGHT RESOURCE, RIGHT TIME: Better understand all aspects of a resource schedule — project time, PTO, non-billable time, backlog — to better predict needs and optimize staffing. Get the data you need to boost utilization and billing rates.

  • View future capacity challenges based on planned and potential work
  • Take proactive action using the Capacity Planning and Demand Dashboard
Einstein Analytics
Einstein Analytics
Einstein Analytics
Einstein Analytics

Powerful backlog visibility

MASTER SCHEDULING: Build staffing models geared to drive higher margins, quicker delivery, and greater customer satisfaction.

  • Personalize dashboards to suit your needs with multiple perspectives by customer, region, practices, and groups
  • Achieve visibility ranging from a single project to your entire portfolio

Milestone management

METRICS MATTER: Surface and manage KPIs to help fuel your business growth and better manage the health of your business.

  • Use a scenario-based approach to ensure critical milestones are met or on track
  • Apply the right delivery curves and weighting system for true outcomes
Einstein Analytics
Einstein Analytics
Einstein Analytics
Einstein Analytics

Predictive project management

FAST ACTION: Leverage the predictive capabilities of the Einstein platform to monitor and anticipate project performance and limit project overruns.

  • Generate Project Burnup report at the individual project page or within many role-based workspaces
  • Get alerts that contracts may be exceeded well before project completion

Trusted by customers big and small

Forecasting at Your Fingertips

More types of services, more revenue streams,
more variables to track.