How is iDBQuery used in professional services and consulting firms?
In professional services and consulting, iDBQuery lets firms ask plain-language questions about utilisation, realisation, project margin and pipeline across PSA, timesheet, CRM and finance systems, returning cited answers in seconds so partners get portfolio numbers without waiting on a weekly manual report.
Professional-services firms are measured on utilisation, realisation and project margin, but that data is split across a PSA tool, timesheets, the CRM and finance. iDBQuery joins them into one live model so partners and delivery leads can ask directly.
Questions a professional-services or consulting firm asks iDBQuery: - What is billable utilisation by consultant and practice this month? - Which engagements are eroding margin against their budget? - How does our sold-versus-delivered rate compare across clients?
iDBQuery connects to the PSA system, timesheets, the CRM and finance, writes the SQL, and returns a chart, table or shareable report. The weekly portfolio pack that someone assembles from four exports becomes a saved question that refreshes itself, and every figure is cited back to its source so a utilisation or margin number can be traced to the exact hours, invoices and opportunities behind it.
That traceability matters when a partner questions a project's profitability or a client disputes billed time: the answer is not an opaque score but a number you can drill into. Reports are shareable, so practice leaders and partners see the same cited figures.
iDBQuery works alongside your existing PSA and finance tools, turning firm-performance reporting from a manual weekly exercise into something anyone at the firm can ask any day.
Updated 2026-06-22