Project Estimation and Tracking for Service Projects

AnaplanAppHub
Not applicable
Cervello’s Project Estimation and Tracking app helps bridge the gap between project financials at the proposal stage and actual performance. This app helps drive profitability by making gross margin transparent during estimation, resourcing, and project delivery. It’s now possible to track and compare Sold-in, Staffed, and Actual Gross Margin at the project and account portfolio levels.

Information

Business Function
FinanceSalesPlanning, Budgeting and ForecastingSales ForecastingConfigure Price & Quote OptimizationProfitability AnalysisWorkforce Planning
Industry
Professional ServicesSoftware
App Last Updated
May 5th, 2016
Size
70 MB
Language
English
Terms & Conditions

App stats

Modules
33
Roles
4
Formulas
315
Reports
11
Complexity
Intermediate

 

 

Features

Linking Project Estimation to Project Performance
  • Build standards-based estimates using your organization’s project roles and employee levels
  • Load the model with your cost and revenue rate cards to accurately estimate project revenue, cost and gross margin
  • Override global drivers, such as your rate card, with specific conditions for your opportunity estimate
Create Opportunity Estimate
  • Import opportunities from your CRM database or create new opportunities directly in the app
  • Capture opportunity details such as start/end date, opportunity value, and owner
Convert to Estimate to Project
  • Easily convert your estimates to projects and load the detailed resource plan- including personnel assignments and updated assumptions
  • Monitor Staffed Gross Margin as you apply specific resources to a project and compare how that looks to the assumptions made during the estimation process
Track Project & Portfolio Performance
  • Gross Margin Analysis is automatically calculated based on loaded invoice details
  • Review all the opportunities and in-flight projects for an Account in the Portfolio Review Dashboard

Cervello

Cervello is a professional services firm that helps companies win with data. We solve complex data challenges, improve business analytics and optimize business performance.

Website
http://mycervello.com
Address

2 Seaport Lane

11th Floor

Boston, MA 02210

Email
info@mycervello.com