Industry · B2B Professional Services

Mature teams, fragmented reporting one dashboard away from clarity.

Consulting firms and B2B services companies growing past $20M usually have the talent and the process - but the picture leadership sees still comes from five spreadsheets and a heroic weekly stitching effort.

The pattern

Every leader has a version of the truth. None of them match.

Sales says pipeline is strong. Delivery says utilization is fine. Finance says margin compressed last quarter. All three are reading their own version of the numbers. The CEO is left triangulating in real time - usually in the middle of a meeting.

Prism connects the pipeline, the delivery data, and the P&L into a single view. So the debate stops being about whose number is right and starts being about what to do next.

Pipeline coverage & forecast accuracy

Stage velocity, weighted forecast, and coverage ratios by segment and rep - with defensible confidence bands, not gut feel.

Utilization & realization

Actual billable utilization, realization by service line, and margin per engagement - reconciled to what actually landed in AR.

Retention, expansion, and NRR

Cohorted retention and expansion tracking so you know which client segments compound and which quietly churn.

Marketing attribution for high-ACV sales

Multi-touch attribution built for long, multi-stakeholder deal cycles - including offline events and dark-funnel sources.

Ready to talk?

Schedule a call - speak with an expert.

A 30-minute working conversation with Andrew Knight. No pitch deck, no pressure. We answer your questions and, if there's fit, sketch what a next step would look like.