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Know the margin on a deal before you sign it.

When a client asks for a price, the Deal Model prices it on your firm's real people, rates and working days, in the same place as your outlook. Your margin targets, applied to every deal and project.

Once a client asks for a concrete offer, the number usually comes from a spreadsheet. The day rate is last quarter's, the senior pencilled in is already on another deal, public holidays count as working days, and no firm-wide target is in sight. The deal is won, delivery is staffed with whoever is free, and margin drifts from week one.

Price on real availability, current cost and your margin targets.

Add a Senior Engineer for the quarter and set a day rate. Name someone, and their cost comes from current salary or contract rate while their availability is checked against other work. Leave the role open, and it carries the cost your firm set for it. The blended margin recalculates as you go, against the target for how the work is staffed.
When delivery later changes a row, the outlook moves the same day.
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: a row for each named person or open role, a dot showing availability, and CM% against your firm's target.

See every deal where it stands, from Lead to Won.

Opportunities, Kanban, Bookings and Pipeline Impact give you four views of the same deals. In Kanban you drag a deal from Lead through Qualification, Proposal Draft, Proposal With Client and Negotiation to Won. Bookings show what you expect to close each month, and Pipeline Impact shows what those deals do to profit by month.
When a deal is Won, Convert to Project carries it into delivery. Rows, phases, commercial modes, named people and open roles carry across as they are, so delivery starts from the case the deal was won on.
Profitdrive//Caldera Group▾

Pipeline

Add Opportunity
Opportunities
Kanban
Bookings
Pipeline Impact
Jul 2026 to Jan 2027Stage: Active + Won▾All clients▾
By Stage▾
Lead2
$113K
Fleet renewal
Bramwell Logistics
$48K
Data platform
Solstice Robotics
$65K
+Add Opportunity
Qualification2
$215K
Billing migration
Fenwick Partners
$120K
Store rollout
Thorncliffe Retail
$95K
Proposal Draft2
$231K
Claims automation
Aldergate Financial
$130K
Cloud service redesign
Bayfield Group
$101K
Proposal With Client1
$210K
Operations Modernisation
Caldera Group
$210K
Close date is in the past
Negotiation1
$88K
Support desk uplift
Marchbank & Co
$88K
Close date is in the past
Won1
$310K
ERP phase 2
Harrow & Vance
$310K
Profitdrive//Caldera ▾
Opportunities
Kanban
Bookings
Pipeline Impact

Pipeline

Jul 2026 – Jan 2027 · Stage: Active + Won
Lead2 opportunities$113K
Fleet renewal
Bramwell Logistics
$48K
Data platform
Solstice Robotics
$65K
Qualification2 opportunities$215K
Billing migration
Fenwick Partners
$120K
Store rollout
Thorncliffe Retail
$95K
Proposal Draft2 opportunities$231K
Claims automation
Aldergate Financial
$130K
Cloud service redesign
Bayfield Group
$101K
Proposal With Client1 opportunity$210K
Operations Modernisation
Caldera Group
$210K
Close date is in the past
Negotiation1 opportunity$88K
Support desk uplift
Marchbank & Co
$88K
Close date is in the past
Won1 opportunity$310K
ERP phase 2
Harrow & Vance
$310K
+Add Opportunity
The Kanban view in Caldera Group, the demo firm: each opportunity sits in its stage column, and the other three views are a tab away.
The question this answers

How do you connect a sales pipeline to forward profit?

Price each deal on the data your firm already runs on: named or open roles, real day rates, people cost and working days, against your margin targets. When the deal is Won, Convert to Project turns the Deal Model into the Project Plan, and that plan is what the forward P&L reads.

Where this connects.

Project delivery and margin

See project profitability

What a deal earns

See how a deal is costed

Forward P&L

See the forward P&L

Every deal in your pipeline, priced on your people and already in your outlook.

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