Which commitments are approaching their due dates?
Read engagement owner, client, due date and lifecycle status together.
From Operations Overview
- PM + CRM for Consulting
- Reports and analytics
Reports for the questions your team asks
Ask concrete questions about agreed fees, delivery time, proposal statuses and exceptions.
Overview×
PM + CRM for Consulting · Overview
PM + CRM for Consulting dashboard
This quarter
Engagement proposals in view
6Total revision
2,740Submitted
6Valid until in 14 days
0Engagements by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 46 | ||
| Approved | 13 | 28% | |
| Active | 2 | 15% | |
| Review | 1 | 50% |
Agreed fee USD by status
Sample totals per stage
Questions to answer
Where has scope changed?
Compare a proposal's fee and revision with its parent engagement.
From Engagements
How much time is approved?
Read approved hours by engagement and worker, separate from entered hours.
From Engagements
Which actions need investigation?
Read operation results with failure reasons and external references.
More reports
Contracted Value by Organization List
Sum the agreed engagement fees by organization and lifecycle status.
Engagement Due Dates List
List engagement owners, counterparties, due dates and statuses for planning reviews.
Proposal Fee Review List
Compare proposed fees, revisions, validity dates and proposal statuses by engagement.
Approved Delivery Time List
Sum approved hours by engagement and worker from service entries.
Service Rate and Cost List
Compare hours, approved hours, rate and cost rate by engagement.
Invoice Reference Coverage List
Show service entries with approved hours and their invoice references.
Reviewer Decisions by Revision List
Group decisions by engagement, reviewer, source revision and decision.
Operation Exception Register List
List failed and needs-review receipts with their reasons and external references.
Set up PM + CRM for Consulting your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.