troi

Roles

Owners and directors, deciding on current numbers

troi shows which clients earn, which services carry themselves and whether the next quarter fits the team you have.

The clients in troi at a glance: active and inactive counts, the top revenue client with its open amount, and a table of every client's invoices and projects

The whole portfolio, not one project at a time

At company level the question is not whether a phase is late. It is which clients are worth keeping, which services carry themselves, and whether the work coming in fits the people available. troi answers all three from the same records the projects run on.

Revenue, contribution and margin per client and per service, over any period, out of reporting and controlling.

Committed work against available capacity from resource planning, before a decision to hire or to decline.

What comparable projects really cost against what project estimation quoted them at, by service line.

The client table in troi with its filter for state opened, listing each client's contact, invoices, projects, industry and whether it is active
A month ahead in troi, with planned time, a workshop and a shoot entered in the coming weeks and a two-week holiday already blocked out
Projects listed on troi five's Smart Desk, each with its hours booked set against its hours planned, some past the plan and some within it

A company-level view

Clients

Revenue and margin per client, including the ones that take more than they return.

Services

Which service lines carry themselves, and which are quietly subsidized by the others.

Utilization

Billable share per period, as a trend rather than a snapshot.

Forecast

Committed work against capacity, and where the next gap or the next peak sits.

The troi ai·on dashboard showing this week's hours per client project, the registered time, and a card of requests that need a decisionOne piece of work recorded in troi, three hours of key visual variants booked to a client project as billable, with the amount it brings inA month of recorded days in troi, August 2026, each day's hours drawn against an eight-hour line and the current week at 7.5 of 40A side list in troi with scheduled runs such as a morning briefing and an offer expiry sweep, recent threads, and agents for finance, sales, studio and operations
Dark blue silk gathered in deep, soft folds, with a faint sheen along the crests

Every number in the board pack describes a quarter that is already over

Decisions about hiring, pricing and which clients to keep get made on figures assembled weeks after the period closed. By then the next quarter is half committed. troi keeps the same figures current as the work happens, so a direction can still be changed while changing it means something.

How it works

How troi informs a decision

troi rolls every recorded hour, booked cost and invoice up from the project to the client, the service line and the company. You ask the question by client, by service, by period or by team, and the same data answers each cut. Every figure opens back down to the entry it came from, with who recorded it and when.

01

troi aggregates from the work

Every hour recorded in time tracking, every booked cost and every invoice rolls up from the project to the client, the service line and the company.

02

You ask the question

By client, by service, by period or by team. The same data answers each cut.

03

troi keeps the trail

Every figure opens back down to the entry it came from, so a number in a board pack has a record behind it.

An example

A pricing decision on a service line

Retainers look like the strongest line at €412,000 of revenue. Against 2,960 recorded hours at an average cost of €96, the contribution is €127,840, which is 31 per cent, below project work at 38. troi shows that before the next retainer is priced, not after the year closes.

Cost of the hours€284,160
Retainer revenue€412,000

Every decision rests
on the same records

  1. The last light of a sunset in a band of orange above a dark ridge of hills, the sky deepening to teal overhead

    Each hour and invoice starts life on a project

    01 · Recorded in projectsHours, costs, invoices

  2. The same entries add up to clients and service lines

    02 · Rolled up by client and serviceOver any period

  3. Any total can be opened to see what built it

    03 · Opened back downTo the entry behind it

  4. Return Loop

    04 · The next estimate

FAQs

What does PSA software do for owners and managing directors?

It rolls the same records the projects run on up to client, service line and company level, so decisions about pricing, hiring and which clients to keep rest on current figures rather than on a quarter that has already closed.

Can profitability be seen per client and per service?

Yes. Revenue, contribution and margin can be read by client, by project and by service line, over any period, and compared against each other.

How current are the figures?

They move with every entry. A recorded hour, a booked cost or an issued invoice updates the figures behind it, without an export or a reconciliation step.

Can I see whether the next quarter fits the team?

Yes. Committed work sits next to available capacity per period, so a gap shows before anyone commits to new work.

Can a figure be traced back to its source?

Yes. Every aggregate opens down to the entries behind it, with who recorded them and when, so a number can be explained rather than defended.

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