A fast-growing consulting firm was running a $45M+ project portfolio on spreadsheets — margins calculated weeks after project completion, utilization managed manually, and no mechanism to flag a low-profitability deal before it was too late to act. Quantum built a Project Profitability Command Center connecting Sales Cloud to their project management system via MuleSoft, with Tableau dashboards giving real-time visibility into margin, utilization, and DSO — and "Margin Gates" requiring VP approval before any low-profitability deal could proceed. The result: 12% improvement in average project margin, 20% reduction in DSO, and real-time visibility into every project in the portfolio — for the first time.
How a Consulting Firm Got Real-Time Visibility into $45M Portfolio Profitability — Salesforce and Tableau
The Challenge
A fast-growing consulting firm had no real-time visibility into project profitability. Margins were calculated weeks after completion. Utilization was managed on spreadsheets.
The Solution
Project Profitability Command Center connecting Sales Cloud to custom project management via MuleSoft. Tableau dashboards for margin, utilization, and DSO. “Margin Gates” requiring VP approval for low-profitability deals.
The Impact
- 12% improvement in average project margin
- real-time visibility into $45M+ project portfolio
- 20% reduction in DSO
