Your forward P&L, built from the deals you price and the people who deliver them.
Price a deal on the people who will deliver it. When you win, it becomes the Project Plan and feeds your P&L for the months ahead, with your actuals beside it.
Designed for IT and professional services firms of up to about 150 people, including firms with several business units.
Price the deal on the people who will do it
Staff the Deal Model with named people or standard cost rates and see the margin before the proposal goes out.
Deliver on the case you sold
When you win, the Deal Model becomes the Project Plan with the same people, rates and margin target.
See who you need before you win the work
Utilisation includes demand from open deals, so you can hire or free people before the work lands.
See where profit is heading
Your P&L for the months ahead moves when a deal, a plan or a person's cost changes.
Set the plan on the work you already have
Start next year's plan from the work you already have and see the bookings needed each month.
See what actually happened, and where
Your accounting system stays your ledger. Timecards arrive filled in from the plan and people confirm their week.
Look inside each area
Pick an area to see the screen and how it feeds the P&L.
Keep opportunities and margin current
Keep stage, value and close date current on each opportunity, and add a Deal Model when a client asks for a proposal.
See the margin before you send the proposal
Build the deal in phases from named people or standard cost rates, plus software, hardware and expenses, and see contingency and contribution before it goes out.
See what you expect to book, month by month
See the value expected to close each month by stage, client or owner, including opportunities without a Deal Model yet.
See what those deals do to profit in the months ahead
See each modelled deal's revenue, delivery cost and contribution margin across the months it would be delivered.
See each client's commercial position in one list
See each client in one row: bookings, open pipeline, revenue to date and ahead, invoiced and outstanding.
See every live project, and the plan it is running on
See every live project against the plan it was won on. Extensions and change requests sit in their own phases, so unsigned work stays visible.
Run the project on the case you sold
Update the plan as delivery moves and see the effect on revenue, cost and contribution margin before it reaches the company outlook.
Price extra scope before it is absorbed
Add extra scope as its own phase, with its own people, dates and price. It stays apart from Contracted work until it is signed.
See what changed, and why margin moved
Compare the current plan with its baseline or budget and see which drivers moved revenue, cost and margin.
Read the project portfolio by month
See project revenue, delivery cost and contribution margin by month, as Contracted or with + Extensions.
Confirm the week against the plan
People confirm or correct their planned week. Managers see who has not confirmed and where time differs from plan.
Keep the cost behind each person current
Keep each person's cost, availability and leave current. Every Deal Model and Project Plan uses them.
See who is busy, and on what
Six months of capacity per person, split by band and free time, so a staffing problem shows before you win the deal.
Turn an unfilled role into visible demand
An unassigned role on a deal or plan shows here with its dates and target rate, so the gap stays visible while the decision is open.
See the workforce cost behind the plan
Billable, non-billable and support-staff cost in one monthly view, behind the delivery cost in your forward P&L.
See the company outlook on one monthly P&L
Read the P&L from revenue to Operating Income by month, with project margin, delivery cost and SG&A in one structure.
Build the plan on the business you already run
Set the target, see the gap, and publish the result as your Budget or Forecast.
Compare actual results with the outlook
Read Actual, Outlook and the difference for each month and line, and open Why to see what caused it.
Compare actuals, budget and outlook in one structure
Actuals from your accounting system fill the ledger lines and confirmed timecards add project and client detail, beside budget and outlook.
Bring in your actuals
Import your actuals by CSV once a month, from any accounting system, or connect Xero. Map your accounts to the P&L lines once, then check and accept each month. Xero also brings in sales invoices and supplier bills, so you see what is invoiced and outstanding for each client.
Keep planned overhead visible in company profit
Keep planned overhead as dated items by category and supplier. They flow into the SG&A line of the forward P&L.
See the outlook and the work behind it
Revenue and Operating Income in all three bands, with the deals creating upside and the contracted work ending soon.
See what changed in the pipeline
See which deals were won, slipped, lost or changed value since a date you pick, ranked by revenue impact.
See utilisation, rates and headcount behind the outlook
Utilisation, charge and cost rates and FTE by month, with the deals and open roles driving them.
Set the financial year and currency
Set the financial year, country and reporting currency once for the whole app.
Set the assumptions behind every deal
Set the cost basis, working calendar, employer on-cost and margin targets once, so every deal and plan is costed the same way.
What stays connected
Nobody enters price or cost twice. Sales, delivery, HR and finance each hold part of the picture, and every view reads from one set of entries.
Three bands, never one blended figure
Contracted is signed work. + Extensions adds likely continuations. + Pipeline adds qualified deals at full value. The Dashboard, Financials, Utilisation and each project show the same three.
A cost change applies from the date it takes effect
Enter a new salary or rate with the date it takes effect. Every deal, project and future month uses it from then on, and past projects keep the cost they were delivered at.
What stays in your accounting system
Your accounting system stays your ledger for tax, statutory reporting, invoicing and revenue recognition. Profitdrive shows your actuals beside the outlook.
What happens to your P&L when a deal slips?
A late start date or an unsigned extension moves from the Project Plan to the P&L as soon as it is saved.