FINANCIALFORCE SERVICES ANALYTICS - POWERED BY EINSTEIN

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
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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

Forecasting at Your Fingertips

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

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