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INDUSTRIES/SERVICES AND CONSULTING

Measure the real profitability of your services firm, week by week.

Xentrics G2 gives managers at services firms full visibility into profitability by client, project progress and team productivity, without waiting for month-end close.

Book a demo▶ See how it works (3 min)
Implementation in 4 to 8 weeks90-day value guarantee
g2.xentrics.ai / projects
Xentrics G2 Dashboard 360
WEEK 32 · DAY 21At risk
Billed this month71%
US$ 57K of US$ 81K
New proposals2 of 2.5
▏ expected by today
WhatsAppXENTRICS · OBS ALERTS
Week 32. US$ 57K of US$ 81K billed by day 21. Two new proposals this week out of the 2.5 you need to sustain the quarter.
08:15

In professional services, time is the product. And most firms don't know if they're selling it well.

15–25%of opportunities are lost to lack of follow-up, not price.

Xentrics G2 connects your projects, your team and your finances in a single view.

THE LOOP

The plan, the project and the alert, in a single cycle

Each invoice you issue marks progress toward the goal. Nobody updates anything.

01 · THE PLANWeekly goals in OBSThe annual goal broken down into weekly goals for billing, new proposals and margin per project, each with a single owner.
02 · THE REALITYG2 Finance and CRMProfitability ranking by project and by client, proposals by stage, electronic invoicing and cash.
03 · THE PUSHNICO, MORA and CLARANICO prepares the 07:30 briefing and the Monday pipeline report. MORA follows up on receivables by aging bucket. CLARA reconciles every night and alerts you only when there's a real discrepancy.
04 · THE ALERTVia WhatsApp, to the person responsibleA weekly summary of billing and proposals, plus alerts for a stalled proposal, cash below the minimum or project margin below target. It only informs.
EVERY MANAGER GETS THEIR OWN VIEW

A consulting firm with fifteen projects, seen from each role

The September gap opens up in March

MONDAY AS IT IS TODAY
01You learn the month's billing when the accountant puts it together.
02No one knows which project was profitable until it closed.
03The pipeline gets refilled when work is already running short, not when proposals are.
FROM THE ANNUAL GOAL TO THIS WEEK'S PROPOSALS
YearUS$ 973K
QuarterUS$ 243K
MonthUS$ 81K
WeekUS$ 20.3K
Projects15 active, US$ 5.4K per project per month
Fifteen projects carry the month, and 2.5 of them finish each month: replacing them takes 2.5 proposals a week and one win every ten days.
WhatsAppXENTRICS · OBS ALERTS
Week 32. US$ 57K of US$ 81K billed by day 21. Two new proposals this week out of the 2.5 you need to sustain the quarter.
08:15
It comes to you. You don't go looking for it.
THE ONLY THING YOU REVIEW ON FRIDAYDid we replace this week what we'll run out of in six months?Hit your week, and you hit your year.
TODAYWITH XENTRICS G2When billing is knownWhen the accountant puts it togetherFriday of the same week, against the goalWhich projects are profitableKnown once the project has closedProfitability ranking by project and by clientWhen the pipeline gets refilledWhen work is already running shortEvery week, against the 2.5 proposals the month requiresHow the pipeline reaches the partnerSomeone asks in the meetingA report every Monday at 08:15, with proposals by stageWhat gets reviewed on FridayThe project listA single question
Illustrative case: sample figures to explain the method, not a customer's results. Amounts in US dollars, converted from Peruvian soles at US$ 1 = S/ 3.70.
01 · PROFITABILITY

Real profitability by client and by project

Track the time, resources and costs of each project and compare them with the revenue they generate. Xentrics G2 shows you which clients and projects are profitable, and which are costing you more than they bring in.

Actual cost per project vs. billed revenueProfit margin by clientAlerts when a project goes over its hours or cost budget
Consulting project #0312Active contract · Services
In progress
Planned feesUS$ 7.6KActual billedUS$ 8.5KHours used92%
▏ hours expected for project progressFee deviation · +US$ 950
Strategy consultingUS$ 4.9KFinancial advisoryUS$ 3.6K
OBS · WEEK 32▏ expected by today
Andrea Gómez · Senior consultantOn track
Grupo Alfa · 3 deliverables completed89%
Grupo Alfa projectAt risk
Goal US$ 4.9K · Actual US$ 3.6K74%
Grupo Alfa · Active clientAt risk
Client goal attainment70%
02 · TEAM GOALS

Weekly tracking of team goals

Turn business goals into measurable weekly indicators by area and by person. Every Monday you know whether the team is on track in billing, projects delivered and productive hours, or what needs correcting before it affects the month.

Weekly KPIs by area and by team memberTraffic-light status for sales and operating goalsWeekly history of deviations and corrective actions
03 · COLLECTIONS

Automated collections, with no manual follow-up

Xentrics G2 monitors all your invoices and sends you a WhatsApp alert when an account is about to come due or is already overdue, with the client's name, the amount and the days late. No manual emails, no forgotten invoices.

Automatic tracking of upcoming and overdue invoicesWhatsApp alerts to the collections lead and the managerReceivables aging by client and by project
AVERAGE COLLECTION PERIOD58 days
Goal: 40 days
Each day you cut frees ≈ US$ 2.7K in cash
−3 DAYSEarly reminder
DUE DATEDue-date alert
7 · 15 DAYSFollow-up by aging bucket
30 DAYSEscalation to the manager
MORA checks for payment before every message. The partner no longer has to call the client.
FROM FOLDERS AND EXCEL TO EVERYTHING IN ONE CLICK

Hear it from them, on camera

“

We practically have everything in one click.

ORION GPEXentrics G2 customer in Peru
See more G2 stories →
KEY FEATURES FOR THE INDUSTRY

Everything a professional services firm needs in one platform

01Project and client managementCreate and manage projects by client with budget, deadlines, owners and progress status, all in one place.
02Time and resource trackingLog hours worked by project and by team member. Compare planned and actual time to spot projects that consume more resources than expected.
03Profitability by client and projectCalculate each project's margin including hours and direct and indirect costs, without Excel formulas.
04WhatsApp alertsGet alerts when a project goes over budget, a payment is overdue, the team falls below its weekly goal or a key indicator drifts off target.
05Collections and receivablesMonitor the status of all your invoices and get alerts before they come due, so no payment goes without follow-up.
06Automatic executive reportsProfitability, team productivity and project status reports, ready for the board or a partners' meeting, without building them by hand.
FREQUENTLY ASKED QUESTIONS

Frequently asked questions

Xentrics G2 is management software for SMBs that combines three layers: ERP, weekly goal tracking with OBS and WhatsApp alerts. It doesn't just record what happened: it tells you what's happening while you can still act.

In 20 minutes we look at how you measure your projects and billing today.

We show you Xentrics G2 with a project portfolio like yours and tell you if it's right for you.

Book a demo
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