Consulting Services with Precursive
TURN CONSULTING SERVICES INTO SCALABLE, PREDICTABLE BUSINESS
Winning deals is only the beginning. Turning consulting engagements into scalable, repeatable, and profitable services requires full visibility across sales, delivery, and finance. Precursive keeps everything connected - so your team can forecast demand, optimize utilization, and track revenue effortlessly.
PSA SOFTWARE TRUSTED BY:
PIPELINE. DELIVERY. REVENUE.
FROM PIPELINE TO PROFIT - WITH FULL VISIBILITY
No more scrambling when a deal lands. Precursive connects sales, delivery, and finance in real time, so you can forecast demand, allocate resources, and ensure every billable hour turns into revenue, without the guesswork.
DELIVERY WITHOUT DELAYS, OVERRUNS OR BURNOUT
Your best people should be working on the right projects at the right time - not stuck in admin chaos. Precursive automates resource planning, tracks project health, and ensures risks are caught early so delivery stays smooth and clients stay happy.
REVENUE THAT WORKS AS HARD AS YOUR TEAM
Do the work, get paid - on time, with no disputes. With automated billing, revenue recognition, and multi-currency invoicing, Precursive ensures that every hour & expense flows seamlessly into financial reporting, keeping margins strong and cash moving faster.
REAL-TIME SERVICES DASHBOARDS.
You can’t afford surprises when it comes to revenue, resourcing, and project health. Precursive gives you a real-time, portfolio-wide view so you always know where you stand - before small issues become big problems.
SERVICES OPERATIONS REPORTING.
BOOKINGS TO BILLINGS
IN ONE PLACE
Turn Salesforce opportunities into structured consulting engagements with full visibility into project scope, resourcing needs, and financial impact. No more misquoted projects or unexpected resource gaps - Precursive keeps sales and delivery aligned from day one.
Why It Matters: Stop chasing down spreadsheets or waiting for finance to tell you if a project is on track. Get instant clarity on margins, revenue, and resourcing - so you can make the right call before it’s too late.
PORTFOLIO-LEVEL INSIGHTS.
SERVICES P&L REPORTING IN SALESFORCE.
SPOT RISKS
BEFORE CLIENTS DO
Bring together project data across your entire portfolio to see how resource capacity, delivery performance, and customer commitments stack up.
Why It Matters: Delivery issues don’t happen overnight. Identify risks early, keep team workloads balanced, and prevent escalation calls before they happen.
Track everything that matters, all in one place. Use Salesforce analytics to create dashboards that bring together bookings, revenue, billing, and utilization across teams and portfolios.
Why It Matters: Gain a comprehensive view of financial and operational performance to make informed decisions and drive growth.
FROM PIPELINE
TO PROFITABILITY
"Building dashboards with Precursive data is super straightforward and pretty simple."
Paulina Saliba.
Sr. Manager, Professional Services | Loopio
SELLING SERVICES.
Every misquoted project, vague scope, or pricing error chips away at margins and delivery confidence. Precursive keeps services selling structured, predictable, and profitable, ensuring every project starts off on the right foot, without last-minute surprises.
PROJECT TEMPLATES.
COPY. PASTE.
KICKOFF.
Pre-built project templates let you copy structured tasks, roles, budgets, and timelines to quickly spin up new projects or proposals.
Why It Matters: No more scoping from scratch. Standardize project setup, save hours in presales, and keep engagements consistent so delivery teams know exactly what to expect.
SERVICES QUOTING.
WHEN SALES PROMISES,
MAKE SURE YOU DELIVER
Generate forecasted projects directly from Salesforce opportunities. Sync project details back to Salesforce to create Product Line Items, ensuring every role, day, and rate aligns perfectly.
Why It Matters: Sales and delivery should never be playing catch-up. Get accurate effort and margin forecasts upfront, avoid underquoting work, and kick off projects with everything locked in from day one.
BILLING RATE CARDS.
WHAT DID WE
QUOTE THEM?
Rate cards by resource, role, and client so agreed-upon pricing is automatically applied in quotes and projects.
Why It Matters: Pricing errors kill profitability. Lock in accurate rates upfront, eliminate back-and-forth, and avoid awkward client conversations about unexpected costs.
"Great product that allows our team to not only manage projects and tasks but also resources for our Consulting Business. The ability to forecast resources, submit time and expenses, and do it all from Salesforce, If you're running a PS business, you'll be hard pressed to find a more intuitive and wonderful product to do so."
Mike Dohrmann.
VP of Int. Operations | Atlantic Technologies
DEMAND FORECASTING.
You know the drill: a big deal closes, and suddenly, it’s all hands on deck- except you don’t have the right hands. With Precursive, you see demand before it hits so you can balance workload, keep utilization high, and stop last-minute staffing scrambles.
REAL-TIME DEMAND vs. CAPACITY MONITORING.
SPREADSHEET HALLUCINATIONS
IS NOT A STRATEGY
Know exactly who you need, when you need them. Precursive updates resource forecasts automatically based on real-time sales pipeline data, ensuring your top consultants are always assigned to the right projects -without last-minute scrambling.
Why It Matters: No more overbooking your top people or scrambling to backfill gaps. Adapt in real time, keep teams balanced, and make sure every new project lands with the right resources in place.
UTILIZATION REPORTING.
FTE AND ROLE-BASED FORECASTING.
BYE BYE
BENCH
Forecast FTEs and roles directly from sales opportunities, segmented by region, skill needs, and project phases.
Why It Matters: Hiring shouldn’t be a reactionary scramble. Get ahead of demand, align skills to projects, and make sure the right people are ready when projects kick off, without last-minute firefighting.
WHO'S MAXED?
WHO'S AVAILABLE?
When insights are automatic, decisions are faster. Instantly track billable and productive utilization across teams, regions, and roles to make smarter, revenue-driving decisions.
Why It Matters: Uncover inefficiencies, increase billable utilization, and ensure teams stay focused on high-impact work that drives growth.
RESOURCE ASSIGNMENT.
You’re constantly juggling people, projects, and deadlines - and one wrong move can mean missed deadlines, unhappy clients, or overworked teams. Precursive gives you the full picture so you can assign the right people, at the right time, with zero guesswork.
RESOURCE CAPACITY VISUALIZATION.
SPOT RESOURCE
WHITE SPACE
Get a clear, timeline-based view of who’s working on what, current and future availability, and overall utilization rates across projects.
Why It Matters: No more overbooking your star players while others sit on the bench. Make fast, informed resourcing decisions that keep projects on track and teams working at the right pace.
LEAVE AND PTO.
SKILLS-BASED RESOURCE ASSIGNMENT.
DON'T PITCH THE A-TEAM
& STAFF THE B-TEAM
Tag resources with skills and expertise levels, then let the Magic Assign engine match them to tasks based on availability and capability.
Why It Matters: Stop assigning work based on who’s free and start assigning based on who’s best. Elevate project quality, improve efficiency, and keep your top consultants focused on high-value work.
CAN YOU DIAL IN
FROM THE MALDIVES?
Automatically factor in leave and PTO requests when planning resources, syncing with HR systems like HiBob, BambooHR, and Workday.
Why It Matters: No more resourcing surprises when some of your team is on holiday. Plan with full visibility of who’s available so projects stay on track without overloading the rest of the team.
PROJECT EXECUTION.
You’re not just managing projects - you’re managing expectations, risks, and profitability. With Precursive, you stay ahead of issues, keep clients in the loop, and protect your margins so every project runs on time, on budget, and without surprises.
SHARED PROJECT PLANNING.
BETTER
CUSTOMER EXPERIENCE
Give clients real-time access to project plans, progress updates, and key deliverables in a collaborative workspace.
Why It Matters: Transparency builds trust. Keep clients informed, reduce back-and-forth, and make sure everyone knows what’s happening, without endless status calls.
HEALTH & RISK MONITORING.
MANAGE MARGIN.
KNOW WHERE
TO LEAN IN
Monitor Risks, Assumptions, Issues, and Dependencies (RAID) alongside real-time project health indicators for a complete view of project performance.
Why It Matters: Problems don’t appear out of nowhere. Catch warning signs early, take action before issues escalate, and keep projects moving - without delays, budget blowouts, or tough client conversations.
TURN PROJECT MANAGERS,
INTO PROFIT MANAGERS
Track real-time profitability by comparing budgets vs. actuals and estimating costs to complete (ETC). Get clear insights into how projects are performing financially.
Why It Matters: Projects aren’t just about delivery, they’re about profitability. Give PMs the tools to protect margins, control costs, and make smart decisions that keep projects financially healthy.
TIME AND EXPENSES.
Precursive makes time and expense management fast, accurate, and effortless, so you get full visibility, quicker approvals, and faster billing.
TIMESHEETS.
TIMESHEETS
YOU'LL ALMOST ENJOY
Planned time flows straight from project schedules into consultants’ timesheets, making logging hours quick and easy. Capture billable, non-billable, presales, and internal time - with every entry feeding into billing, revenue recognition, and utilization reporting.
Why It Matters: No more missing hours, no more lost revenue. Get a complete view of where time is spent, improve forecasting, and ensure accurate invoicing, without the usual timesheet headaches.
EXPENSES.
TIMESHEET AND EXPENSE APPROVAL WORKFLOWS.
CAN WE CHARGE
BACK MARTINIS?
Log and categorize project-related expenses in seconds, linking them to specific projects. Billable expenses can be charged back to customers and included in billing runs automatically.
Why It Matters: Stay in control of project costs and client billing. Track every expense as it happens, ensure accurate allocation, and pass costs through seamlessly so nothing is left off the invoice.
Automate multi-level approvals, with custom workflows that route submissions to project managers, line managers, or any designated approver before invoices go out.
Why It Matters: Keep approvals moving and maintain financial control without unnecessary delays. Route approvals based on project needs, ensuring accurate time and cost validation before they hit the books.
FASTER APPROVALS,
FASTER BILLING
CONSULTING SERVICES BILLING.
Delivery work is only half the battle - getting paid accurately and on time is just as critical. With Precursive, invoicing is seamless because projects were set up correctly from day one. Time is tracked, rates are locked in, approvals are complete, and every invoice is backed by a clear audit trail.
AUTOMATED BILLING RUNS.
AUTOMATION
SPEEDS UP BILLING
Because projects are set up properly with defined rates, structured roles, approved time, and expenses - billing runs are smooth, accurate, and automated. Invoices are generated in bulk, split by PO number, expense type, or client preference.
Why It Matters: No more invoice adjustments or last-minute number crunching. With clean, structured data flowing from project setup through to billing, finance can trust the numbers and get invoices out fast.
END-TO-END BILLING TRACEABILITY.
MULTI-CURRENCY INVOICING.
TRACK EVERY
BILLABLE HOUR
Every invoice is directly linked to the original timesheet entry, expense submission, and project details, ensuring a clear and auditable connection from work completed to cash collected.
Why It Matters: Reduce disputes and give clients full confidence in every charge. With a direct line of sight from invoice to work done, finance, project teams, and clients stay aligned, so payments land faster.
Automate revenue recognition for all service types; fixed-price, T&M, and managed services - based on project progress, timesheets, and contracts.
Why It Matters: Remove manual work, stay compliant with ASC 606/IFRS 15, and ensure consistent, accurate revenue reporting across every service line.
GLOBAL BILLING
MADE SIMPLE
100%
Better forecasting
30 Hours
saved
every month
One platform -
All business processes now run on Salesforce
REVENUE RECOGNITON.
Ensure revenue flows smoothly from projects to financial reporting, with full visibility, accuracy, and compliance.
VARIANCE REPORTING.
REDUCE
REVENUE LEAKAGE
Track revenue across projects and portfolios with real-time variance analysis, helping you spot free services, rework, and overruns before they impact your bottom line.
Why It Matters: Revenue lost to scope creep and inefficiencies is money off the table. Identify discrepancies early, take corrective action, and stay in control of what’s billable - and what’s not.
REVENUE FORECAST SNAPSHOT.
REVENUE RECOGNITION.
AVOID AWKWARD CHATS
WITH THE CFO
Automatically capture revenue forecasts at key points in time, tracking trends and identifying gaps between projected and actual revenue.
Why It Matters: Improve forecast accuracy and avoid last-minute CFO surprises. See what’s coming, adjust early, and ensure financial predictability across your service lines.
Automatically align revenue recognition with project progress, timesheets, and contractual terms - whether it’s fixed-price, time & materials, or managed services.
Why It Matters: Stay compliant, reduce manual effort, and provide a clear, unified view of recognized revenue. Keep finance happy with ASC 606/IFRS 15 compliance, while giving delivery teams real-time visibility into financial performance.
PULL FORWARD REVENUE
ACROSS SERVICE LINES
BLOGS & RESEARCH FOR CONSULTING SERVICES .
Get benchmarks, tools, templates & playbooks to get your team started on the right foot.
PS CONTENT BY PS LEADERS.
THE PSA PLATFORM THAT DELIVERS.
BY PRODUCTS.
