Annual Budget
$0
Total projected revenue
YTD Revenue
$0
Recognized this year
YTD Labor Cost
$0
From timesheets
Gross Margin %
—
Target: 65% | Min: 60%
Remaining Budget
$0
Pending to bill
Rev / Consultant
—
Active billable consultants
Gross Margin % by Director
Revenue by Project Type
Projects
No projects yet
Click "Add Project" to get started.
All Projects
No projects yet
Add your first project to start tracking profitability.
Import Timesheet CSV
Supported formats:
• Punch Detail Report (V2A standard): First Name · Last Name · Employee Id · Client Name · Project Name · Work Date · Regular Duration (hours)
• Paylocity Hours Export: Date · Employee · Position · Industry · Project · Task · Total Hours · Notes — roles auto-mapped from Position
• Paylocity export: Display Name · Location · Position REV · Work Date · Regular Duration (hours) · Project · Effort
Configure employee roles in the Employee Directory below so costs can be calculated accurately.
• Punch Detail Report (V2A standard): First Name · Last Name · Employee Id · Client Name · Project Name · Work Date · Regular Duration (hours)
• Paylocity Hours Export: Date · Employee · Position · Industry · Project · Task · Total Hours · Notes — roles auto-mapped from Position
• Paylocity export: Display Name · Location · Position REV · Work Date · Regular Duration (hours) · Project · Effort
Configure employee roles in the Employee Directory below so costs can be calculated accurately.
Drop your timesheet CSV here or click to browse
Accepts Punch Detail Report or Paylocity Time & Labor exports (.csv)
Loaded Timesheet Data
No data loaded
No timesheets imported
Import a CSV above to calculate project costs.
Employee Directory
Map each employee to their role & location so cost rates apply correctly
These rates are used to calculate labor cost from Paylocity timesheet hours. Cost Avg is used in calculations. Rates are editable — changes are saved automatically.
Cost & Billing Rates by Role
| Role (Position REV) | Location | Cost Min/hr | Cost Max/hr | Cost Avg/hr ✎ | Bill Rate/hr | Implied GM% |
|---|
Pending Registrations
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Manage Users
No users
Directors
Manage Directors
Data Management
Active Pipeline Value
$0
0 opportunities
Next Quarter Revenue
$0
Expected pending closing
Avg. Sales Cycle
— days
Opportunity → Won
Win Rate
—
Won / (Won + Lost)
Pipeline by Status
Opportunities by Source
Monthly Trend: Created vs Won vs Lost
Opportunities
No opportunities yet
Click "+ Add Opportunity" to start building your pipeline.
Source Effectiveness
Total Hours
0
All effort types
Billable Hours
0
External only
Billable Utilization
—
Target: ≥ 80%
Internal %
—
Target: ≤ 20%
Monthly Utilization Trend
Employee Utilization — Monthly View
No timesheet data
Import timesheets to view utilization metrics.