There are plenty of dashboards you could keep an eye on. The challenge is knowing which ones actually help you make better decisions.
For leaders of professional services businesses, two questions come up again and again:
The good news is that you do not have to wait until the end of the month to answer either of them.
The right Projectworks views give you a live picture of what is happening across your business, helping you spot opportunities and potential issues while there is still time to act.
1. Billable Utilisation by Role
Utilisation is one of the biggest drivers of profitability, but looking at a single utilisation number for the whole business rarely tells the full story.
Breaking it down by role gives you far more useful insight.
You can quickly see which teams have room to take on additional billable work and which are already operating close to capacity. That means you can make informed decisions about resourcing, hiring, and project planning before workloads become unbalanced.
It is also a great way to identify trends. If one role is consistently underutilised, it may point to a sales challenge or a need to rebalance work. If another role is constantly overloaded, it could be affecting delivery, employee wellbeing, or client satisfaction.
2. Forecast vs Budget
Revenue should never be something you discover after the fact.
A live forecast compared with your budget allows you to see how the month is shaping up as work progresses.
Instead of crossing your fingers and waiting for the financial reports, you can identify gaps early enough to take action. That could mean bringing work forward, adjusting resource plans, or reviewing project performance before small issues become bigger ones.
Having this visibility gives leaders confidence because decisions are based on current information instead of hindsight.
Better Visibility Leads to Better Decisions
The best dashboards are not the ones with the most data. They are the ones that help you answer the questions that matter most.
By keeping these two Projectworks views pinned, you can:
Small changes like pinning the right dashboards can have a surprisingly big impact on how quickly your team identifies risks and opportunities.
At Mutherboard, we help professional services businesses get the most from Projectworks. As a Projectworks Platinum Partner, we work with organisations to build better processes, improve visibility, and ensure the platform delivers the insights leaders need every day.
Sometimes, better decisions start with simply looking at the right dashboard.
We help you automate your business workflows and processes to improve productivity and efficiency. We are Platinum Partners of monday.com and help users get the most out of the platform.
