Know what a deal will earn before you sign it

Price, cost rates and availability usually sit in three different places, so the margin shows up once the work is under way. Here they sit on one opportunity, with the margin on screen while you price.

Profitdrive//Caldera Group▾
Headline
Deal Model
Deal Financials
Notes & Actions
Timeline
CancelSave
Opportunity detailsCaldera GroupOperations Modernisation
Discovery & DesignImplementation
+Add Person
Phase NameImplementationStart1 Dec 2026End31 Mar 2027PricingFixed PriceFixed Price$210K+$26.4K · $183.6K*
RolePersonDates / Alloc %Charge rateRevenueCM%Cost rate
Senior ConsultantArlo Alder1 Dec 2026 – 31 Mar 202780%$1,200$82.6K*27%$880
PrincipalAva Aster1 Dec 2026 – 31 Jan 202720%$1,400$12K*25%$1,050
ConsultantConsultant grade1 Jan 2027 – 31 Mar 2027100%$1,000$64K*15%$850
SoftwareOther RevenueAdd Supplier1 Dec 2026 – 31 Mar 2027—$25K100%—
ContingencySystem——$26.4K——
Total days
141 days
1.6 FTE of this phase
% demand staffed
100%
Charge rate
$1,122
Total revenue
$210K / $183.6K*
CM%
41%
Cost rate
$877
CM% Δ vs Target+1 pp
Profitdrive//Caldera ▾
Headline
Deal Model
Deal Financials
Notes & Actions
Timeline
Opportunity detailsCaldera GroupOperations Modernisation
ImplementationFixed Price
Fixed Price$210K
Calculated model $183.6K* + contingency $26.4K
Blended CM 41%Δ vs Target +1 pp
Arlo Alder
Senior Consultant
1 Dec 2026 – 31 Mar 2027 · 80%
$82.6K*
CM 27%
$1,200/day
Ava Aster
Principal
1 Dec 2026 – 31 Jan 2027 · 20%
$12K*
CM 25%
$1,400/day
Consultant grade
Consultant
1 Jan 2027 – 31 Mar 2027 · 100%
$64K*
CM 15%
$1,000/day
Other Revenue
Software
Add Supplier
1 Dec 2026 – 31 Mar 2027
$25K
CM 100%
System
Contingency
—
$26.4K
CM —
Total Days
141
FTE
1.6
Total Revenue
$210K
Charge Rate
$1,122
CM%
41%
Cost Rate
$877
CM% Δ Target
+1 pp
The Deal Model on an opportunity in Caldera Group, the demo firm. Rows are named people or open roles, with dates, charge rate, cost rate and CM%, and a Fixed Price phase shows its contingency.
WHAT A PRICED DEAL LOOKS LIKE

One row per person, with the cost that person actually carries.

In Profitdrive the Deal Model sits on the opportunity, with one row per person or open role, each with a day rate and a dated daily cost. Swap a senior for a mid-level and the margin changes as you do it. Other revenue and phases sit in the same model, and you can import rows from a CSV.

Contribution margin is shown as a share of the price. Price at cost times 1.3 and you might expect 30%. That mark-up earns a 23% margin.

TIME & MATERIALS, FIXED PRICE AND FIXED FEE

On fixed price, the gap between effort and price shows up as contingency.

Choose Time & Materials, Fixed Price or Fixed Fee, and each has its own revenue logic. On Fixed Price, set a contingency and a goal price, and the gap between the resourced rows and the price shows on the deal.

Deal Financials exports to CSV, Excel or PDF, ready to share with your partners or the client.

Once a deal is Won, its budget is fixed. If the plan changes, Unlock Budget reopens it.

AND CAN YOU STAFF IT

See who will deliver the deal while you price it.

Named people carry their real availability, so the price and whether you can staff it are answered together.

ONE QUESTION TO ASK YOURSELF

On the last deal you signed, when did you know what it would earn?

If the answer came after you signed, picture your next deal with its margin on screen before it goes to the client.