Pipeline to profit. One system. Live data.
Pulsity converts your pipeline, capacity, and delivery data into answers. Which work to pursue. Whether you can deliver it. Whether you are delivering it profitably. Not at month-end. Now.
Built and hosted in Australia. Compliant with the Australian Privacy Act 1988.
Firm Overview
Slide 1 of 3: Firm Overview
Team members
Client accounts
Active projects
This week
THE PROBLEM
Your firm runs on disconnected tools.
Pipeline in one system. People in another. Financials in a third. By the time anyone sees the full picture, it's month-end and the decisions have already been made.
Growth decisions made blind
Sales pursues work without seeing delivery constraints. You win the engagement, then discover your team is already at capacity for the next two months. By the time you find out, the commitment is already made.
Margin erosion found too late
The engagement started at 35% margin. By month-end, it is 18%. Nobody saw the variance building because forecast and actuals live in different spreadsheets. The data existed. It arrived three weeks too late to act on.
Resourcing by gut feel
Who is available next month? In most firms, nobody knows for certain. Spreadsheet capacity plans go stale the moment someone gets pulled onto another project. Decisions get made on memory and instinct, not data.
It doesn't have to work this way.
These are not edge cases. They are the default operating conditions for most consulting firms running on disconnected tools.
77
of businesses overcommit their resources due to poor capacity planning
Planview — Professional Services Capacity Planning
67
of consulting firms identify margin problems at or after month-end, when it is too late to act
Deltek Clarity Consulting Industry Report
20
of professional services firms have a reliable resource forecasting process in place
Harvest — 2025 Professional Services Trends Report
Not ready to talk yet? See how it works in three minutes.
What does better decision-making actually return?
The average consulting firm runs at 72% utilisation. Firms with real-time capacity intelligence reach 80%. Here is what that 8-point gap means for your firm.
Annual revenue opportunity
$1,104,000
Based on 230 billable days × 8-point utilisation improvement
Source: SPI Research Professional Services Maturity Benchmark — median utilisation 72%, top-quartile firms 80%+. Pulsity is not a utilisation tracking tool. It is a decision layer that surfaces the capacity, pipeline, and financial signals needed to close the gap.
THE PLATFORM
One system. Every decision, covered.
From the moment an opportunity is identified to the moment the invoice is paid, Pulsity provides the operational intelligence to make the right call at every stage. Not five disconnected modules. One continuous view of your firm, from pursuit to profit.
Identify & Qualify
Identify, qualify, and assess opportunities with Go/No-Go decision support. Six configurable signals. Full audit trail.
Shape the Work
Build a WBS with dependencies and critical path. Plan resources by role or by name. Know your margin before you submit.
Allocate People
Allocate people to deliverables. Set distribution patterns. Detect conflicts automatically.
Track Actuals
Track actuals against forecast. Monitor health across five dimensions. Surface variance before it becomes a problem.
Analyse & Forecast
Revenue forecasting. Margin analysis. Utilisation trends. Client health scoring. Seven executive drill-downs.
PIPELINE
Know what's coming. Decide what's worth pursuing.
Every opportunity enters the pipeline with structured data. Six signals assess whether you should pursue it, considering your team's existing commitments and capacity constraints.
Capacity Demand Forecast
Next 12 weeksSee where proposals, active projects, and leave collide. Spot the pressure points weeks before they arrive. Decide whether to pursue knowing the real cost to your team.
PURSUIT DECISIONS
Make the pursuit decision with confidence.
The EEV model quantifies the expected return of every opportunity against your firm's real constraints. Every decision documented. Every signal recorded.
Every pursuit costs you. Proposal writing. Team diversion. Opportunity cost. The Expected Engagement Value model helps you weigh the upside against the investment, in the context of your team's existing commitments.
Expected Engagement Value
Expected Engagement Value
$54,800
Signal summary
3 of 6 green
Capability Match
Margin supports specialist delivery
Status: GoCapacity Fit
Requires team data
Status: ReviewExpected Value
EEV of $54,800 exceeds $25K threshold
Status: GoMargin Risk
35% target margin supports delivery
Status: GoProposal Cost
Pursuit cost is 8.7% — exceeds 6% threshold
Status: No-GoClient Concentration
Requires portfolio data
Status: ReviewEvery decision is documented. When you click Go or No-Go, Pulsity records a snapshot of all six signals, the EEV, and who approved it. Over time, this becomes your firm's calibration dataset — a switching cost no competitor can replicate.
Decision Record
Every decision. Documented.
Every Go/No-Go call is recorded with a full signal snapshot. Over time, this becomes a calibration dataset — showing which signal patterns predict profitable engagements and which precede margin erosion.
Last 30 days
Prediction accuracy: 67%
| Date | Opportunity | EEV | Signals | Decision | Outcome |
|---|---|---|---|---|---|
| 12 Feb | Cloud Migration Ph3 | $54,800 | 5/6 | Go | Won — 38% margin |
| 28 Jan | Digital Strategy | $22,100 | 3/6 | Go | Won — 31% margin |
| 15 Jan | ERP Advisory | -$4,200 | 1/6 | No-Go | Avoided |
| 3 Jan | Data Platform RFP | $8,900 | 2/6 | Go | Won — 22% margin |
Sample data. Your firm builds its own dataset from day one.
CAPACITY
See your team's reality before you commit.
A 12-week rolling forecast of every person's allocation, updated in real time. Colour-coded so you can spot problems at a glance. No spreadsheet can do this.
| Team Member | Mar 3 | Mar 10 | Mar 17 | Mar 24 | Mar 31 | Apr 7 | Apr 14 | Apr 21 | Apr 28 | May 5 | May 12 | May 19 | Avg |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Team Average All Levels24 people | |||||||||||||
DirectorJane Smith | |||||||||||||
DirectorMark Chen | |||||||||||||
Sr ManagerSarah Lee | |||||||||||||
ManagerTom Richards | |||||||||||||
Sr ConsultantAnna Patel | |||||||||||||
ConsultantJames Wong |
- 12-week rolling capacity forecast
- Automatic leave integration
- Level and role filtering
- Over-allocation conflict detection
- Distribution patterns (flat, front-loaded, back-loaded)
- Proposal demand overlay (probability-weighted)
- Personal forecast view for every team member
- Allocation acknowledgment workflow
- Export to Excel
Digital Strategy Ph2
Acme Corp
Cloud Migration
TechFlow
Operating Model
Meridian
Data Platform
Nexus
Risk Framework
FinCo
Org Transformation
GovCorp
PMO Setup
BuildIt
Every active engagement, scheduled project, and weighted proposal on one timeline. Know where your capacity is going before it gets there.
FINANCIALS
Know your margins before month-end.
Projected revenue, delivered revenue, and margin tracking updated as actuals flow in. Not reconstructed by finance three weeks after the fact.
Projected Full Year Revenue
$1.85M
Total allocated for year
$980K
Billed YTD
$870K
Left to deliver
$600K
Weighted proposals
Projected Revenue = Committed + Pipeline | Remaining = Committed − Delivered
| Engagement | Forecast | Actual | Variance | Margin % |
|---|---|---|---|---|
| Digital Strategy Ph2 | $185K | $172K | -7.0% | 32% |
| Cloud Migration | $320K | $335K | +4.7% | 38% |
| Operating Model | $95K | $91K | -4.2% | 29% |
| Data Platform | $210K | $218K | +3.8% | 36% |
Every engagement. Forecast versus actual. Updated weekly. Spot margin drift on individual projects before it compounds across the portfolio.
Track against your objectives. Not just your budget.
Set annual financial targets and track progress in real time. Revenue, margin, utilisation, and custom goals, all measured against committed work and weighted pipeline.
$1.64M of $2.45M
35.4%
76%
$441K of $735K
- Grade-based billing rates with per-engagement overrides
- Three contract types: Fixed Fee, T&M, T&M with Cap
- Revenue forecasting: confirmed + pipeline-weighted + at-risk
- Financial goals with configurable targets and alerts
- Expense tracking by category (travel, software, subcontractors)
- Invoice management with payment status
PORTFOLIO HEALTH
Spot problems before they become crises.
Engagement health across five dimensions. Not just a traffic light. Real-time scoring that tells you where to look and what to fix.
Weekly Utilisation
Team capacity across 8-week rolling window
Enhanced Health Cards
Engagement health across five weighted dimensions
85
Schedule
×20%
72
Budget
×25%
90
Scope
×20%
68
Resource
×20%
45
Risk
×15%
Composite Score
Weighted average across all dimensions
| Engagement | Forecast | Actual | Delta |
|---|---|---|---|
| Digital Strategy Ph2 | $185K | $172K | -$13K |
| Cloud Migration | $320K | $335K | +$15K |
| Operating Model | $95K | $91K | -$4K |
| Data Platform | $210K | $218K | +$8K |
Track every engagement against its forecast. Spot variance early, adjust plans before small gaps become big problems.
- 5-dimension engagement health scoring
- Composite score with weighted dimensions
- Automated status alerts at configurable thresholds
- Weekly utilisation tracking: actual vs forecast
- Engagement-level forecast vs actual variance
- Drill-down from portfolio to individual engagement
BEFORE & AFTER
Built for consulting. Not adapted from generic tools.
Most firms run on a stack of tools that were never designed to talk to each other. Pulsity replaces the stitching.
| Before | With Pulsity | |
|---|---|---|
| Pipeline | CRM (disconnected from delivery) | Full lifecycle from opportunity to invoice |
| Resourcing | Spreadsheets (stale by Thursday) | 12-week forecast with live allocation data |
| Financials | Month-end reports (too late to act) | Real-time margin tracking with variance alerts |
| Project Health | Someone's gut feel (or a traffic light) | 5-dimension composite scoring with audit trail |
| Forecasting | Manual reconciliation across 4 systems | Automatic: confirmed + pipeline-weighted + at-risk |
| Decisions | Gut feel and politics | 6-signal Go/No-Go with documented rationale |
| Decision Record | No audit trail. Decisions made by memory and consensus, rationale not recorded. | Every pursuit decision documented with a full signal snapshot and outcome tracking. A calibration dataset that improves over time. |
Australian-owned
Built by On Pulse Enterprises in Canberra. Not a US product retrofitted for the Australian market.
Purpose-built for consulting decision-making
Not a project tool with resource features added. Not a CRM with delivery tracking bolted on. Designed from the ground up for the decisions consulting firms make every day.
No per-seat tax
Licensing is by firm, not by head count. Growth in your team does not mean growth in your software bill.
Not a project tool with resource features bolted on.
Not a finance tool with project tracking added.
The full picture. One system. Updated now.
Early Access
We are onboarding our first partners.
- Priority onboarding with direct access to the founding team
- Direct input into the product roadmap
- Founding partner pricing locked in for the life of your account
ENTERPRISE
Australian-owned. Australian-hosted. Your rules.
Your data stays in Australia. Integrated with your identity provider. Auditable by design. Built by an Australian company for Australian firms.
Data Sovereignty
Azure Australia East. Your data stays in Australia.
Encryption
TLS 1.2+ in transit. AES-256 at rest.
Single Sign-On
Microsoft Entra ID (Azure AD) with role mapping.
Access Control
Customisable role levels to suit your organisation. Per-engagement permissions. Full audit log.
Infrastructure
SOC 2 Type II certified (via Azure). Daily automated backups.
Compliance
Australian Privacy Act 1988. Notifiable Data Breaches scheme.
See your firm's decisions in Pulsity.
A 30-minute walkthrough configured for your firm.
We'll load your structure, show you the dashboards that matter, and answer every question. No commitment beyond the call.
Built for consulting firms with 20–150 staff.
Not ready yet? .
Prefer to read first? Download the product brief.
Team-based licensing. Built for firms of 20 to 150 people. We will give you a specific number within 24 hours of your first call.
FAQ
Questions firms ask before they switch.
Most consulting firms run on a combination of a CRM, a project management tool, a spreadsheet for capacity, and accounting software. Each does one job reasonably well. None of them talk to each other in real time, and none of them convert the data they hold into a decision. Pulsity is the connective layer that takes pipeline data, resource allocation, delivery tracking, and financial actuals and surfaces what you actually need to know: which work to pursue, whether you can deliver it, and whether you are delivering it profitably. If your current stack requires someone to manually reconcile data across three systems every week, that is the problem Pulsity solves.
Pulsity is built specifically for consulting firms with 20 to 150 staff. Below that range, most of the complexity Pulsity manages can be handled manually. Above it, firms typically have enterprise tooling and dedicated operations teams. In the 20-to-150 band, firms are large enough for operational complexity to be genuinely painful but not large enough to have dedicated systems to manage it. That is the problem Pulsity exists to solve. If you are in that range, it is likely a fit. If you are smaller or larger, we will tell you honestly in the first conversation.
Pulsity uses team-based licensing rather than per-seat pricing, which means your cost does not increase every time you add someone to a project. We do not publish a pricing grid because the right structure depends on your firm’s size, structure, and the modules you need. What we can tell you is that pricing is designed for professional services firms of 20 to 150 people, not enterprise budgets. The best way to get a clear number is to book a 30-minute walkthrough, after which we will send a proposal within 24 hours.
Yes, and this is one of the more underrated things about the platform. Every Go/No-Go pursuit decision is recorded with a full snapshot of the signals at the time the decision was made: the EEV, the capacity picture, the margin target, and which signals were green or amber. Over time, this gives you something genuinely useful — a record of why your firm pursued the work it pursued, and a dataset you can use to calibrate future pursuit decisions against historical outcomes. You can see which conditions predicted your most profitable engagements and which patterns preceded margin problems. No spreadsheet or disconnected stack produces this, and it cannot be reconstructed after the fact.
Most firms are operational within two to four weeks. The first week involves data setup: connecting your existing tools, importing historical project and financial data, and configuring your team structure and billing rates. The second week involves guided configuration of your pipeline stages, capacity rules, and financial targets. We handle the technical setup. The main thing we need from your side is access to one person who knows your current data and a couple of hours of their time in the first week.
Pulsity is built and hosted in Australia, on Microsoft Azure in the Australia East region. Your data does not leave the country. We use TLS 1.2 or higher for data in transit and AES-256 encryption at rest. Access is controlled through Microsoft Entra ID (formerly Azure AD) with role mapping, so your team only sees what they need to see. We are compliant with the Australian Privacy Act 1988 and the Notifiable Data Breaches scheme. A full security overview is available at pulsity.io/security.
We do not offer a self-serve free trial because the value of Pulsity is most visible when it is running against your firm’s actual pipeline, team structure, and historical data rather than sample data. What we do instead is a 30-minute live walkthrough using a configured environment that mirrors your firm’s profile. You will see exactly what your data would look like in the platform. If it is not the right fit after that call, there is no pressure and no follow-up. We would rather spend the time well than have you evaluate a tool that is not right for you.