Get full financial transparency
Get a summary of your whole portfolio or just a specific client. Easily search, filter and sort your accounts and dive into projects that are heading over budget or lack profitability.
Know how clients, teams, and projects perform
Go beyond project-level metrics. Get a clear picture of your entire portfolio, specific projects, clients or teams. Tag projects to see aggregated metrics for different business units and understand where your profits come from.
Identify your most profitable clients
Filter performance by client to know your revenue, cost and profit totals. See your average margin across their projects.
+35 built-in reports to dive into
You won’t miss spreadsheets, formulas or pivot tables. Price&Cost comes with +35 out-of-the-box reports to save time and figure out your finances from day one.
Create meaningful reports unique to your business
Create tags for teams, services, geographies or anything you want. Assign them to your projects and find out why certain teams or project types perform better.
Keep leadership, clients, and teams in the know
Give all stakeholders insight into your projects. Pull status reports to share how budget and burn are managed. Get ahead of the dreaded “just checking in” emails.
Understand which projects, clients and teams are your most profitable
Being able to simply compare a plan with actuals, whilst having an accurate estimate at completion position across a variety of future scenarios is a unique and powerful insight Price&Cost provides.
Scott Crawley
Business Services Manager at The Simulation Group
Get clarity on hard-to-answer financial questions
- Which clients are driving most revenue versus profitability?
- How accurate are Joanna’s team estimates?
- How has profitability evolved for projects over the last year?
- Which are my most profitable business units?
Pull reports on clients, projects and teams at any granularity. Get a bird’s-eye view or drill down as necessary. Get the Price&Cost team to build custom reports that match the way you work and the insights you need the most.
Forecast your success for next month, quarter, and year
Forecasting feels like guessing? Use our forecasting reports to see how much your business stands to make by looking at your current and past financials.
Discover which clients earn you real money
Compare clients to see where most of your profits come from, no matter how different they are from one another. Make it easier to focus on winning clients.
Find your best performing projects and resources
Understand the difference between original estimates and what's actually happening with your projects, down to specific roles or resources.
Get the most out of your resources and capacity
Staff going from underutilized to overloaded? Pull your capacity planning and utilizations reports to determine the best way to manage your team going forward.
Customize and export reports for a tailored analysis
Ask the Price&Cost team to build custom reports for your business or export your data to create your own reports.
Use filters to surface the data you need
Filter reports by client, project type, people, roles, date range — you name it. If the data exists, Price&Cost will find it for you.
Export and access your raw data
Export reports to PDF for a stylish presentation. Download raw data as XLS or CSV to create ad hoc reporting.
