Project Budget vs Time Estimates
Z
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
Z
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.
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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.
Z
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!