Leads
Track cold and targeted outreach here before it becomes a qualified opportunity. Once a lead is ready, use Convert to Opportunity to move it into the Contracts pipeline.
| Organization | POC | Status | Next Outreach | Anticipated Next Steps |
|---|
Contracts
| Client | Q Start | Q Won | Status | Value | Contract Length | Work Types | Notes |
|---|
Won Contracts
Financial
Payment Schedule
Forecasted vs. Received — by Quarter
Monthly Cash Flow
| Month | Forecasted | Received | Variance | Running Total |
|---|
Cumulative Received
Capacity
Project Timeline
Profitability
Settings
Owners:
%
Monthly Overhead
Enter business-wide overhead once a month, pulled from the QuickBooks P&L: Software, Contractor/Non-billable fees, Travel, and Payroll. This is separate from per-contract consultant costs and does not affect Business Savings.
Per-Contract Profitability — Won & Closed
To edit these numbers: click any client name in the table below to open that contract. Scroll to the Profitability section at the bottom of the form to change the owner split %, savings % override, or consultant costs. The table recalculates automatically when you save.
Business Savings — Cumulative