Project Budget vs Time Estimates
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Zoe Pedersen
We need a way to take a client SOW and then track billable time against it.
For example, I want to create a task list with budget items based on what was sold to client.
Team will then track time against it
I then need to be able to create a dashboard report to essentially assess the project profitability.
I would then want an overall dashboard to review the ongoing profitability of ALL our clients in the agency
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Lily Chan
Merged in a post:
project profitablity
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Zoe Pedersen
Ability to review and measure projects based on project profitability; building budgets for projects (time estimated x project rate/hr) vs project actual (time actual x project rate/hr) and seeing it in graph or line graph report.
Caroline Ginty
Zoe Pedersen thanks for the feedback! Do you think that we could solve for this if Formula fields were supported in Dashboards? That way you could use a Formula to generate profitability for each client as a Custom Field, and then pull it over to a Dashboard.
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Zoe Pedersen
Caroline Ginty: that could work, basically just need a way to start reflecting profitability on projects so it would work if that's a capability to see in our dashboard reports
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Victor De La Cruz
Caroline Ginty: I need this!