Home › Dashboard Executive dashboard Portfolio health across delivery, finance and pipeline · FY26 Q3
View report Start onboarding
ACTIVE PROJECTS 3 4 in total
RECOGNISED REVENUE 194.4K +12,4% sul trimestre
BUDGET USED 67% 1.4M of 2.1M
OPEN OPPORTUNITIES 4 weighted pipeline 1.2M
PENDING APPROVALS 2 timesheets to review
OVERDUE MILESTONES 3 past due date
INVOICES TO ISSUE 2 237.6K to collect
HOURS LOGGED 77 in the period
HOURS APPROVED 34 in the period
Collapse Sales Sales pipeline Accounts Opportunities Proposals
Home › Opportunities Opportunities Sales pipeline · 4 open · 1.2M weighted
Pipeline Opportunities by stage Opportunities Accounts Stage Value Prob. Northwind Warehouse Uplift OPP-2026-044 Northwind Logistics WON € 1.200.000 100% Start onboarding Helios Grid Analytics Phase 2 OPP-2026-047 Helios Energy Negotiation € 420.000 60% Atlas OEE Rollout OPP-2026-051 Atlas Manufacturing Proposal € 310.000 40% Vertex Data Platform OPP-2026-053 Vertex Financial Qualification € 650.000 20%
Collapse Delivery Projects and planning Onboarding Projects Milestones Resource planning
Home › Onboarding Client onboarding Six-step guided flow: details → contract → resources → budget → project → kickoff
Passo 1 2 di 6 Client details Contract
1 Client details 2 Contract 3 Resources 4 Budget 5 Project setup 6 Kickoff
17% 33% completato
Customer Northwind Logistics Primary contact Grace Holt
Linked opportunity Select an opportunity Fase: Vinta · € 1,2M
Total days (from opportunity) 220
Project type Fixed price Service type Implementation
Region EMEA Practice Technology
Contract imported from CRM CTR-2026-0211 · Master services agreement · signed 22/09/2026
Signed
Contract type Fixed price by milestone Value € 1.200.000 Start date 01/10/2026 Billing On milestone completion
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Home › Projects › Vertex Core Migration Projects 4 projects · 2.1M budget under management
Close time entryExport status report
Portfolio Select a project
VF Vertex Core Migration GREEN
Vertex Financial Burn 59%
HE Helios Grid Analytics… AMBER
Helios Energy Burn 85%
NL Northwind Warehouse… RED
Northwind Logistics Burn 99%
AM Atlas OEE Pilot GREEN
Atlas Manufacturing Burn 13%
SPENT 742K burn 59%
REMAINING 508K
HOURS 4120 / 5600 74% complete STATUS Green In progress
Overview Monitor Team Milestones Activities Documents Hours Billing Invoices Budget History
Vertex Core Migration Vertex Financial · PM Marta Ruiz · 2026-03-02 → 2026-12-18
CLIENT Vertex Financial
REGION EMEA
SERVICE LEAD Priya Raman
OPPORTUNITY Vertex Core Migration
PRACTICE Technology
PROJECT MANAGER Marta Ruiz
OPPORTUNITY STAGE WON
CURRENCY EUR
START / END 2026-03-02 → 2026-12-18
PROJECT TYPE Time and materials
TOTAL DAYS (FROM OPPORTUNITY) 1420 days
PROJECT ATTRIBUTES STRATEGIC CLIENT REGULATED DATA
Collapse Delivery Projects and planning Onboarding Projects Milestones Resource planning
Home › Milestones Milestones Completing a milestone automatically creates a billing event
Not started2
Integration Layer Vertex Core Migration Due 01/10 € 220.000
Luis Marino 10%
Not started Complete and invoice Pilot Scoping Atlas OEE Pilot Due 05/09 € 45.000
John Okafor 0%
Not started Complete and invoice
In progress3 2
Data Migration Wave 1 Vertex Core Migration Due 15/08 € 260.000
Priya Raman 72%
In progress Complete and invoice Analytics Model Build Helios Grid Analytics Due 25/07 € 120.000
Hannah Kim 88%
In progress Complete and invoice
Bloccate 1
Field Device Certification Helios Grid Analytics Due 18/07 € 95.000
Tom Byrne 40%
Blocked Complete and invoice
Completate 1 2
Data Migration Wave 1 Vertex Core Migration Due 15/08 € 260.000
Priya Raman 100%
Completed ✓ Discovery & Blueprint Vertex Core Migration Due 30/04 € 180.000
Marta Ruiz 100%
Completed ✓
✓ Milestone completata · evento di fatturazione BE-1104 creato per € 260.000
Collapse Time and expenses Time tracking Timesheets Expenses Other adjustments
Home › Adjustments Other adjustments Approvals, inclusion in the accounts and release to invoicing, all tracked
+ New adjustment
BUDGET ADJUSTMENT € 25.000 1 item HOURS ADJUSTMENT −€ 4.200 1 item CREDIT NOTES −€ 8.000 1 item Adjustments log Select a row for approvals and audit notes ID Description Project Amount Status Billing ADJ-9001 Scope change: additional loading bay Northwind Warehouse € 25.000 APPROVED Not released Released Approve for invoicing Released ✓ ADJ-9002 Credit for device delay Helios Grid Analytics −€ 8.000 APPROVED Not released Approve for invoicing ADJ-9003 Reclassify 24 h to internal activities Vertex Core Migration −€ 4.200 APPROVED Not released Approve for invoicing
Collapse Financials Budget and invoicing Budget Billing events Invoices
Home › Billing events Billing events Generated automatically when a milestone is completed
Go to milestones
READY TO INVOICE 3 2 408.5K 148.5K
All events Convert ready events into invoices
Event Customer Amount Date Status Invoice
Data Migration Wave 1 - Milestone BE-1104 Vertex Financial € 260.000 2026-09-26 READY INVOICED - INV-1022 Generate invoice Generate invoice
Discovery & Blueprint - Milestone BE-1101 Vertex Financial € 180.000 2026-05-02 INVOICED INV-1021 Generate invoice
Analytics Retainer - Luglio BE-1102 Helios Energy € 64.000 2026-07-31 READY - Generate invoice
WMS Cutover - SAL BE-1103 Northwind Logistics € 84.500 2026-07-31 READY - Generate invoice
Collapse Delivery Projects and planning Onboarding Projects Milestones Resource planning
Home › Resource planning Resource planning 5 active assignments across 4 projects
+ Assign resource
Capacity planner · 27 Jul – 2 Aug 2026 Above 8 hours a day or 40 a week, the total turns red.
Resource / client Mon 27 Tue 28 Wed 29 Thu 30 Fri 31 Week
Priya Raman Tech Lead · Technology 8h 10h 18h
Vertex Financial Vertex 8hWave 1 Vertex 6h + + +
Atlas Manufacturing + Atlas 4hScoping + + +
Luis Marino Data Engineer · Data & AI 0h
Hannah Kim Analyst · Data & AI 8h 8h 8h 6h 8h 38h
Home › Reports Reports Standard PSA report pack
Revenue Profitability Utilization Hours by person Budget burn Revenue by client Invoice ageing Forecasts
Budget burn Actual vs planned by category (k€)
Scheduled Actual
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