Live Profitability Estimator

How much are you leaving on the table
every quarter?

Adjust the sliders below. Watch your revenue leakage appear in real time — before you read a single word of copy.

allocate://profitability-check

Your Firm Parameters

12
280
8w
2w52w
68%Below avg
30%95%

Based on industry avg. billing rate of $185/hr. Assumes 82% target utilization and 73% recovery rate with Allocate.

Your Results

Revenue Leakage / Quarter

$0

0 unbilled hours walking out the door

Recovered Margin with Allocate

$0

per quarter · $0 annually

Annual leakage at current pace

$0

Utilization gap

14%

Recover This Margin — Download Free

No credit card · Free for first project · iOS, Android & Desktop

See exactly how Allocate recovers it

01 · Resource Allocation

Stop guessing who's available.
See every consultant's capacity live.

Spreadsheets show you last week. Allocate shows you right now — and flags the overallocation before a senior consultant burns out on three simultaneous engagements.

allocate://resource-board
Team Capacity · Q1 2026Live
JM
Jordan M.94%
3 proj
PK
Priya K.71%
2 proj
MT
Marcus T.88%
4 proj
SL
Sarah L.45%
1 proj

Head-to-head comparison

CapabilityAllocateSpreadsheetsGeneric PMEnterprise ERP
Real-time consultant availability viewManual
Skill-to-project matching engine
Cross-engagement conflict detectionBasic
Capacity forecasting (8-week rolling)Add-on
Overallocation alerts with drill-downBasic
One-click reallocation across projects
Bench visibility by seniority tierManualComplex

The hidden cost of spreadsheet allocation

The average consulting firm loses 2.3 hours per consultant per week to manual scheduling conflicts. On a 12-person team, that's 1,436 hours annually — before you count the re-work from double-bookings.

02 · Client Dashboards

Your client knows the project status.
Before they email you to ask.

Every engagement gets a live portal. Clients see milestones, budget burn, and deliverable status without a single status-update email. You spend Monday morning reviewing work — not writing it.

allocate://client/nexus-capital/q1-strategy

Nexus Capital — Q1 Strategy Engagement

Managing Partner: Alex R. · PM: Jordan M.

On Track
Discovery & ScopingJan 14
Data Architecture ReviewJan 28
Phase 1 ImplementationFeb 18
UAT & Stakeholder ReviewMar 4
Go-Live & HandoverMar 21

Budget Consumed

$142K / $210K

Days Remaining

23

Burn Rate

$6.2K/day

Head-to-head comparison

CapabilityAllocateSpreadsheetsGeneric PMEnterprise ERP
White-labeled client portal per engagementPaid add-on
Real-time milestone & deliverable statusBasicManual
Budget vs. actuals burn chartManualComplex
Client-facing RAG status (no logins needed)
Automated weekly progress digestsBasic
Deliverable sign-off & approval workflowBasicAdd-on
Multi-stakeholder access tiersBasicComplex

Status emails are a liability, not a service

Firms using manual status updates spend an average of 4.1 hours per week per engagement on client communication overhead. At 15 active engagements, that's one full-time role doing nothing but writing emails.

03 · Time & Expense

Stop chasing consultants for timesheets.
They'll log it before you ask.

Allocate sends timezone-aware reminders, captures offline mobile entries, and auto-classifies billable vs. non-billable. Your Friday afternoon is no longer a timesheet chase across three continents.

allocate://timesheets/week-of-feb-24
Week of Feb 24, 2026
12/15 submitted3 overdue
MT

Marcus T.

Nexus Capital

7.5hbillableapproved
PK

Priya K.

Vertex Partners

6hbillablepending
JM

Jordan M.

Acme Corp

2hnon-billableapproved
SL

Sarah L.

Nexus Capital

8hbillableapproved
Total billable this week23.5h · $4,347

Head-to-head comparison

CapabilityAllocateSpreadsheetsGeneric PMEnterprise ERP
Mobile timesheet capture (offline-capable)BasicAdd-on
Automated timesheet reminders by timezone
Expense receipt OCR & auto-categorizationAdd-on
WIP (Work-In-Progress) revenue recognitionManualComplex
Billable vs. non-billable auto-classificationBasic
Multi-currency expense reportingManualAdd-on
One-click invoice generation from timesheetsComplex

Late timesheets cost more than you think

Every day a timesheet is late delays invoicing by an average of 6.2 days. Across a 15-engagement portfolio, that's $180K–$340K in float cost per year at a 6% cost of capital.

04 · Margin Analytics

Know your margin on every engagement.
Before the quarter closes, not after.

Operations directors get the board deck data they need in one click — not after a two-day Excel marathon. See which engagements are bleeding margin in real time, and act before it's a post-mortem.

allocate://margin/portfolio-view
Portfolio Margin · Q1 2026

Avg Margin

53%

At Risk

2

Nexus Capital
68% margin
$142K / $210K
Vertex Partners
41% margin
$72K / $85K
Acme Corp
74% margin
$198K / $320K
Meridian Group
29% margin
$51K / $55K

Head-to-head comparison

CapabilityAllocateSpreadsheetsGeneric PMEnterprise ERP
Real-time engagement margin dashboardManual
Burn rate vs. budget alerts (live)Delayed
Contribution margin by consultant/tierManualComplex
Quarterly board deck export (one click)
Margin trend analysis (trailing 12 months)ManualAdd-on
Scope creep revenue capture
Portfolio-level P&L in real timeComplex

The board deck shouldn't take 2 days to build

Operations directors in firms without real-time margin visibility spend an average of 11 hours per quarter assembling data for the board deck. That's time that should be spent analyzing, not compiling.

05 · Integrations

Fits into your stack on day one.
No migration project required.

Allocate connects to the tools your firm already uses — CRM, accounting, communication, and project management — without a six-month implementation. Most teams are live in under 2 hours.

SF
Salesforce
QB
QuickBooks
SL
Slack
JI
Jira
HS
HubSpot
XR
Xero
MT
Teams
GW
Google
ST
Stripe
ZP
Zapier
LN
Linear
NO
Notion

+ 40 more via REST API & Zapier

Average setup time

< 2 hrs

From signup to first project live

Migration support

Free

We import your existing spreadsheets

API rate limit

Unlimited

No throttling on enterprise plans

Head-to-head comparison

CapabilityAllocateSpreadsheetsGeneric PMEnterprise ERP
Salesforce CRM sync (bi-directional)PaidComplex
QuickBooks / Xero accounting exportManualNative
Slack & MS Teams notificationsBasic
Google Workspace & Office 365 calendar syncBasicAdd-on
Jira / Linear task sync for technical projectsPaid
REST API + webhooks for custom workflowsPaidComplex
CSV / Excel bulk import & exportNativeBasicBasic
Free to start · No credit card

Run your first project free.
Recover margin from day one.

Download Allocate and go live in under 2 hours. Import your existing projects, connect your tools, and see your margin dashboard before lunch.

Download & Run Free

Your first project is always free. No time limit.

Free forever (1 project)No credit cardLive in 2 hours

See It With Your Data

Book a 30-minute guided demo. We'll import one of your real engagements and show you the margin picture live.

No sales pressure. Just your data, in Allocate, live.

"We recovered $340K in unbilled hours in the first quarter. The estimator wasn't lying."

Natasha V.

Managing Partner, Vantage Advisory

"My Monday mornings are unrecognizable. No more status emails, no more timesheet chasing."

Derek O.

Operations Director, Meridian Group

"Board deck used to take two days. Now I export it from Allocate in 4 minutes."

Priya S.

VP Consulting, Apex Partners