The PR Business Dashboard and Capacity Planner™ is an Excel-based tool that gives agency managers the means to see all of their key business performance information on one page.
It allows you to set the number of monthly billable hours for each consultant, allocate them to client accounts and plan capacity
It allows you to set new business priorities every month, allocate consultants to each opportunity and incorporate that into their overall capacity
It allows you to set personal training and development time for each consultant as well as time for administration
This is all incorporated into an easy to understand summary dashboard feature that immediately highlights problem areas such as: client over- and under- servicing; individual consultant capacity; billing gaps; new business investment; over-administrating and the use of personal development time.
Over the course of the year, an in-built pivot table will draw out useful trends by consultant and client.
With the PR Business Dashboard and Capacity Planner™, you will have plenty of evidence at your fingertips for those: 'overservicing' conversations with clients; new business conversations with account directors and time management conversations with account coordinators and executives.