Profitdrive at a glance.
Six core operational areas, plus Settings and Operations. Four properties run across them all. Pick where to go deeper.
Plus: Settings and Operations handle tenant configuration and the activity history.
The whole system on one page.
The homepage explains what Profitdrive is. The pillar pages explain why it matters. The narrative pages explain how each operational area works in depth. This page sits between them — the whole system on one page, so an engaged reader can see how the parts fit before going deeper.
It is not a feature checklist. It is the system, laid out coherently, with the properties that hold the system together named explicitly and the scope drawn honestly.
Four properties run across the system.
These are not separate features. They are properties of how Profitdrive is built — visible in every operational area, on every page, in every calculation. Together they distinguish the system from PSAs and from spreadsheets.
Open Roles carry a price tag, not a placeholder.
An unfilled staffing requirement on a Deal Model or Project Plan is not a gap in the row — it is a real entity with a planned cost, a date window, and a financial consequence. While unfilled, it carries the firm's target cost for that grade and surfaces as drag on margin. When filled, the row converts in place; original assumption stays as the reference. Open Roles appear consistently across Deal Models, Project Plans, the People workbench, and the Dashboard's Open Demand panel — same entity, different views.
The deal becomes the project becomes the forward P&L.
When a deal is modelled, the assumptions are not transcribed into a new system as “the project budget” once it converts. They are the project budget. The same role rows, the same people, the same open-role targets, the same working-day logic carry forward intact. Every line of forward P&L can be drilled to the deal row that produced it; every variance traces back to the assumption that moved.
Historical accuracy preserved, forward picture immediate.
Every person carries a cost period — a daily cost effective from a date. When a salary changes, a grade progresses, or a contractor rate shifts, the change is entered with its effective date. From that date forward, every deal, project, and forward P&L line uses the new cost. Historical projects keep their historical cost, so variance analysis stays accurate. No retroactive rewrites, no spreadsheet reconciliation.
Contracted, + Extensions, + Pipeline — the same three views, everywhere.
The forward view is built as three cumulative scenarios: Contracted (signed work), Contracted + Extensions (signed plus likely continuations), and Contracted + Extensions + Pipeline (the full forward view including the qualified funnel at full value). The same three scenarios appear on the Dashboard Outlook, in the Financials P&L Outlook, in the Utilisation lenses, and in Project Financials Summary. One operational reality, three views, consistent labelling.
The operational surface, end to end.
Profitdrive's operational surface is six core areas, with Settings and Operations supporting them. Each area is connected to the others through the cross-cutting threads above — change a person's cost in People, and the change propagates through every deal they appear in, every project they are assigned to, and every forward P&L scenario.
The order below is approximately the commercial lifecycle: Pipeline (pre-win modelling) → Projects (post-win delivery) → People (workforce supply and cost) → Financials (firm-level forward P&L) → Dashboard (executive cockpit) → Utilisation (capacity vs demand) → Settings (tenant policy) → Operations (data entry and administration).
Pipeline and Deal Modelling
Where pricing meets the firm's reality. The Deal Model is the operational hub for concrete-offer pricing — staffing modelled by grade and named people, cost resolved from live data, margin anchored to firm-wide targets, assumptions visible to everyone who needs to act on them. Fixed Price and Fixed Fee work is modelled natively, with the right revenue-recognition logic — and stays connected to the forward profit forecast, where spreadsheets break and most tools keep it in isolation.
Projects and Delivery
Post-win delivery as the continuation of the commercial case, not the start of a new one. Project Plan inherits the Deal Model structure; variance reads against the case the deal was sold on, not against a reconstructed budget.
People and Capacity
The workforce supply, cost, and capacity layer. Foundation for every people-driven calculation in the Deal Model, Project Plan, and forward P&L — and where Open Roles live as real, costed entities.
Financials and P&L
Firm-level forward P&L across the three cumulative scenarios. Revenue, delivery cost, contribution margin, non-billable production cost, SG&A, and Operating Income — with monthly grain, scenario clarity, and drill-to-source on every cell. Not an accounting system.
Dashboard and Management Cockpit
The executive cockpit. Daily and weekly decision posture — not a second analytical P&L. Outlook carries the financial and operational posture; Funnel carries pipeline movement and quality signals.
Utilisation
Capacity-vs-demand visibility at the person and team level. Scenario-aware — utilisation reads not as a single blended number but as the firm's commitment under Contracted, + Extensions, and + Pipeline.
Settings and Configuration
Tenant-wide operational policy and defaults consumed by every downstream area. The configuration layer that defines the firm's working assumptions — working calendar, cost basis, margin targets, on-cost structure.
Operations
Data entry, administration, and integration surfaces. Bulk import for migration; user management for the team; activity timeline for context.
Native integrations — CSV import is live today; native connectors for Xero, HubSpot, and QuickBooks are planned.
Native time entry — CSV import for allocations is live today; a native timecard entry UI is planned.
What Profitdrive deliberately is not.
Profitdrive is the commercial decision layer between pipeline, delivery, people, and firm P&L. It is not trying to be the accounting system, the billing engine, the recruiting platform, or the project management workflow tool. These boundaries are deliberate.
Now go deeper.
This is the whole system at a glance. To see how each area behaves operationally — what an EM, a finance partner, or a delivery lead actually sees and does — read the narrative for that area.