Client & Project Profitability

Handle explainable profitability by client and project, from baseline to real economic result in a local WebApp designed to bring the complete workflow together, replace scattered spreadsheets and keep every record ready for review.

MAIN FEATURES

• Dashboard: review indicators, activity and upcoming points requiring attention.
• Clients: track and maintain Name, Segment, Industry, Channel and Status.
• Projects: track and maintain Client, Name, Service, Type, Owner and Start.
• Services: track and maintain Name, Mode Key, Currency, Rate, Target Margin and Valid From.
• Revenue: track and maintain Project, Period, Contracted, Earned, Invoiced and Collected.
• Timecosts: track and maintain Project, Date, Hours, Class Key and Cost Rate.
• Expenses: record expenses, payers, participants and amounts.
• Overhead: track and maintain Project, Period, Pool, Amount and Base Key.
• Baseline: track and maintain Project, Version, Baseline Amount, Baseline Hours, Target Margin and Approved Change.
• Profitability: centralise the information, follow-up and decisions for this stage.
• Marginbridge: centralise the information, follow-up and decisions for this stage.
• Forecast: track and maintain Project, As Of, Remaining Hours, Remaining Cost, Forecast Revenue and Forecast Margin.
• Scenarios: track and maintain Project, Name, Price Pct, Hours Pct, Cost Pct and Status Key.
• Capacity: centralise the information, follow-up and decisions for this stage.
• Quality: centralise the information, follow-up and decisions for this stage.
• Reports: centralise the information, follow-up and decisions for this stage.
• Create, edit, search and delete records from the same interface.
• Configurable visible fields and readable cards with no horizontal scrolling.
• Fifteen colour palettes in light and dark modes, independent between DEMO and PROD.
• Integrated Getting Started guide, settings, FAQs and backups.

UPDATED LOCAL ARCHITECTURE

• This edition is delivered as one self-contained HTML file.
• It no longer depends on a server, account, username, password, licence, activation, product key or email code.
• Open it directly in a modern browser and keep using its features without an Internet connection.
• It does not automatically transmit or synchronise data with external services.

DEMO TO LEARN, PROD TO WORK

DEMO includes localised practice records for exploring the WebApp's real workflow. PROD starts empty for your own information. Records, settings, appearance, visible fields and backups remain separate between both environments.

17 LANGUAGES

Available in Arabic, Bengali, German, English, Spanish, French, Hindi, Indonesian, Italian, Japanese, Punjabi, Portuguese, Russian, Swahili, Klingon, Urdu and Chinese.

DATA AND BACKUPS

Information is stored locally through IndexedDB in the browser. Moving to another computer, browser or profile does not transfer it, and clearing browser data may delete it. Create regular backups and store them safely.

REQUIREMENTS

• Desktop or laptop computer with a modern browser.
• JavaScript and IndexedDB enabled.
• Regular backups to protect locally stored information.

Client & Project Profitability turns explainable profitability by client and project, from baseline to real economic result into a visual, organised and traceable process that remains under your control.