Engagement Financials
WIP, realization, AR aging
Billed
$280K
44% of plan
WIP
$64K
+12 days
Realization
92%
−3 pts
AR aging
$42K · 31–60
1 invoice
Pipeline. Utilization. Margin. One view.
RevenuePoint builds Salesforce for consulting, legal, and engineering firms — with engagement financials, a utilization heatmap, pipeline-to-staffing forecasting, and time & expense on one record page. Fully managed by RevenuePoint.
The pain · in numbers
6–11 pts
of realization lost between time entry and invoice because data lives in three systems.
PS firm benchmark
62%
of firms cannot forecast resource capacity against next-quarter pipeline.
SPI Benchmark
14 days
average days-to-bill at growing-business firms — a month of WIP on the books.
PS ops discovery
3 days
partner prep time for a monthly firm review pulling data from three systems.
RevenuePoint discovery
A clean Salesforce record page
Engagement · Meridian
This is the Lightning record page RevenuePoint builds for engagements teams. Every component below is live Salesforce — reading from the systems noted on each tile. Numbered callouts map to the components we install on day one.
Salesforce|Sales Cloud
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Engagement›Meridian · Ridgeline Energy Restructuring
Meridian · Ridgeline Energy Restructuring
Fixed-fee · $640K · 20 wks · lead partner K. Maru
Contract value
$640K
Billed
$280K
WIP
$64K
Realization
92%
Burn vs plan
+4%
Margin
31%
RelatedDetailsNewsActivity
Pulls from: NetSuite + Certinia
Team Utilization
Last 4 weeks · assigned resources
M. Patel · Sr. consultant96% · over target
J. Riemer · consultant82% · on target
S. Alves · analyst64% · under
K. Maru · partner45% · on target
Pipeline → Staffing Forecast
Next quarter
| Role | Demand (hrs) | Capacity | Gap |
|---|---|---|---|
| Sr. consultant | 2,400 | 2,100 | −300 hrs |
| Consultant | 3,200 | 3,400 | +200 hrs |
| Analyst | 1,800 | 1,600 | −200 hrs |
T&E Quick Entry
- M. Patel · 8h · 05/02Workstream 2 · discovery · approved
- J. Riemer · 6h · 05/02Workstream 1 · modeling · pending approval
- Expense · travel · $840M. Patel · 04/29 · receipts attached
1
Engagement Financials
WIP, realization, billed and unbilled, and AR aging for the engagement — all on the record. No more opening the GL to answer a partner’s question.
Source: NetSuite + Certinia
2
Team Utilization
Utilization for the resources assigned to this engagement, with target and available hours — so partners staff the right people for the next milestone.
Source: Certinia + Salesforce
3
Pipeline → Staffing Forecast
What the pipeline implies for headcount. The engagements closing next quarter mapped to the roles and weeks they will consume.
Source: Certinia + Salesforce Opps
4
T&E Quick Entry
Time and expense entry for this engagement directly from the record — consultants log hours without leaving the account.
Source: Certinia
Data model
The objects we build on. The objects we add.
Sales Cloud for pipeline, plus PSA (Certinia or Kantata) for projects, timecards, and resources. For legal firms we swap Engagement for Matter and add conflict-check workflow.
Standard Salesforce
AccountOpportunityProjectMilestoneTimecardResourceAssignment
Custom — built by RevenuePoint
Engagement__cMatter__c (legal)Deliverable__cConflict_Check__cRate_Card__c
Integrations
Every system connected. Salesforce is where you work.
The GL stays authoritative; PSA runs projects, time, and resources; Salesforce ties pipeline to staffing. We wire them together so realization happens where the billable work lives.
NE
NetSuite
GL
Billing, AR, revenue recognition.
SA
Sage Intacct
GL
Alternative GL with PS-friendly reporting.
QU
QuickBooks
GL
Smaller-firm GL path.
CE
Certinia
PSA
Projects, timecards, resources, revenue.
KA
Kantata
PSA
Alternative PSA with strong resource planning.
DO
DocuSign
Agreements
SOWs and engagement letters from the Opp.
ST
Stripe
Payments
Retainer collection and card payments.
MA
Mailchimp
Nurture
Thought leadership and prospect nurture.
Lightning components
Integrations, rendered inside Salesforce.
Each tile below is a Lightning Web Component we install on the record page. Reps and managers see the other systems they depend on — without leaving the account.
Realization by resource
Realization by resource on the engagement — who is billing at rate and who is leaking.
Pulls from: Certinia
M. Patel96% realized
J. Riemer89% realized
S. Alves81% realized
K. Maru100% realized
DocuSign · SOWs in flight
Engagement letters and SOWs out for signature, with signer status.
Pulls from: DocuSign
- Change order · WS3Sent 05/01 · partial signed
- SOW · Phase 2Signed 04/18
- Engagement letterSigned 02/12
Stripe · Retainers
Retainer collection and advisory-on-demand billing against the account.
Pulls from: Stripe
| Invoice | Amount | Cadence | Status |
|---|---|---|---|
| RTR-2508 | $24,000 | Monthly | Paid 05/01 |
| MS-2504 | $120,000 | Milestone | Paid 04/22 |
| RTR-2507 | $24,000 | Monthly | Paid 04/01 |
Conflict Check (legal)
Conflict search against parties, counsel, and related entities — logged on the matter.
Pulls from: Matter__c
- Run
- 04/12 · clean
- Parties checked
- 11
- Related entities
- 22
- Approver
- General counsel · signed
Signature use cases
Three problems we solve in the first quarter.
i
Realization without the leaking invoice
Hours get logged late, marked billable incorrectly, or written down without a trace. Realization drops by a point or two every cycle.
How it works
- αTimecards sync from Certinia to the engagement with the billable flag and approver.
- βWrite-down reasons are tagged and reviewed weekly by the PM.
- γFoundry flags engagements where realization is dropping against similar engagements.
Outcome
Realization stops leaking silently because every cause is named and reviewed.
ii
Staffing the pipeline before it closes
Partners close the deal and then find out there are no senior consultants available for three weeks.
How it works
- αOpportunity weighted revenue projects role-level hours by week.
- βCapacity dashboard compares demand to available hours across practice areas.
- γThe staffing PM sees the gap four to six weeks out, not the week of kickoff.
Outcome
Fewer kickoff delays. More client work starts on time because staffing is planned against real pipeline.
iii
Engagement review without three spreadsheets
Partner-level reviews require pulling from PSA, GL, and CRM separately — so they happen monthly at best.
How it works
- αFoundry reads NetSuite, Certinia, and Salesforce on a schedule.
- βPrism produces a weekly engagement review with variance, risk, and recommended action.
- γPartners scan the list in 15 minutes; only the red ones get a meeting.
Outcome
Partners review every engagement weekly instead of a third of them monthly.
Foundry · Orchestrated intelligence
Foundry sits on top of a clean Salesforce.
Once your record page is clean, Foundry connects the rest of your stack — ERP, accounting, telephony, marketing — and delivers live dashboards, AI reports, and agents that take action. Fully managed by RevenuePoint.
I · Connect
Every system you run, on one warehouse.
We wire Salesforce, NetSuite, QuickBooks into a managed pipeline so Pro Services data matches on every side.
II · Illuminate
Live dashboards. Overnight AI analysis.
Project profitability dashboards with margin by client and engagement
III · Act
Agents watch, decide, and execute.
Utilization rate tracking by team, practice, and region
A Professional Services agent, running todayWatcher
At-Risk Project Watcher
Monitors budget-to-actual burn across all active engagements. Fires when a project exceeds 80% of budget before 70% of the timeline, or when weekly burn rate accelerates by more than 25%.
RunsDaily at 7:00 AMSuccess99%Avg44s
6–11 pts
PS realization gap benchmark
The problem
Mid-market firms lose six to eleven points of realization between time entry and invoice because data lives in three systems and nobody reconciles them in the same week.
What we do
We put engagement financials on the record page, tag every write-down with a named reason, and let Foundry flag drift before the monthly close.
Outcome
Realization becomes a managed number with named causes, not a month-end surprise.
How we package the work
Fully managed by RevenuePoint. Three tiers.
Flat monthly pricing. Your single point of contact at RevenuePoint. We keep the instance clean as your business changes.
Foundation
4 weeks
A clean Professional Services record page with the signature components live.
- Discovery and current-state review
- Clean record page build with the custom components
- Core object + field cleanup
- Two primary integrations wired
- Named administrator for the life of the engagement
Most chosen
Rebuild
8–12 weeks
A full Professional Services rebuild — objects, components, automations, integrations.
- Everything in Foundation
- Custom object + permission model
- Four to six integrations (ERP, payments, comms, marketing)
- Flow and agent automation for the core workflows
- Foundry hook-up for live intelligence across systems
- User training and adoption workshops
Run
Ongoing monthly
Fully managed — we keep the instance clean as your business changes.
- Named administrator with monthly review cadence
- Integration maintenance when source systems change
- New components and reports on request
- Release and security updates handled by RevenuePoint
- Flat monthly fee — no hourly billing
Need to see the full managed-services pricing, or meet the team who runs it?
Common questions
Before you book a session.
See Professional Services on a clean Salesforce.
A 45-minute working session with a RevenuePoint architect. We walk the record page, name the integrations you need, and scope what's possible in the first 90 days.