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With each new tracked hour, monitor the state of your budgets, profit margins, and amounts left for invoicing in real time. Keep a global outlook of your project budgets or get granular to the point of a single service.
Lay the foundation that will help you predict your revenue. Create more accurate schedules for optimal utilization rates and increase your profitability.
Start and deliver each billable and non-billable service by centralizing communication. Collaborate with teammates on tasks in real-time, streamline best practices, and let clients in on progress.
Automatically track invoiced amounts and be confident you've billed everything you need. Simply generate invoices using tracked time on billable services.
Set your sales funnel up in stages. Get actionable data to lead your next moves and increase your agency’s win rates.
Use real-time data to make confident, data-driven business decisions. Check the pulse on the numbers that matter to your agency—without waiting a month for financial reports.
Forecasting your agency’s revenue in Productive will be based on information in project budgets and scheduled resources. Productive can forecast the amount of a budget you will use in the future and what your forecasted revenue will be based on tracked time, overhead costs, and other expenses related to a specific project.
In Productive, to save time on figuring out which tracked hours you need to bill to your clients, you can pull in time tracked on hourly priced projects, or you can automatically invoice remaining amounts of tracked time on fixed projects.
When setting up and streamlining project and task management in Productive, first you need to choose a layout that suits you and your team best. In Productive you can choose from the list view, board view, calendar view, and table view, and you can customize your own view. Each project workflow layout can get even more specific when you apply columns and filters.
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