Profitability
P&L, forecast, billing, earnings approvals, and rates.
How-to guides 4
- Approve budget changes and rule exceptionsDecide budget change requests and allocation-rule exceptions from Profitability Setup.
- Look ahead with the Profitability forecastCheck projected revenue, profit, capacity, and renewal risk for the months ahead, and export the forecast.
- Review profit and margin for a periodRead the period headline, act on what needs attention, and find which clients and projects make or lose money.
- Run upcoming and monthly billingMark billing lines ready, generate draft invoices per client, and work through each client's month in Monthly billing.