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Integrate the resource planning to forecast incoming cash-flow.
As Business Manager, I want to forecast revenue, based on resource planning, so i'll be able to anticipate much money we should…
Switch from company
The idea is to be able to easily navigate between several companies with the same users. There is a need for : holdings or…
Forcecast Cash Flow
I'm looking for a cashflow forecast to better plan our expenses. My goal would be to monitor the cashflow and plan expenses so…
Connect with Xero
As Xero is our accounts system, we would like to use this as a primary source of financial data. We also use Harvest, but only…
TGIF ! The week in review
Every Friday I want to know how good was the week, so I can enjoy my weekend. Weekly Sales Amount on Draft Invoices New…
Plan the week
On Monday, I'd like to know: Expected Payments Retiring Customers Sales Objective Invoices to reminder Administrative tasks to…
[BLOCKED] Client Lifecycle
I want to know where a client stays on its lifecycle curve. it will help me to drive my ads campaign, and (re-)activation…
[BLOCKED] Know the accounts that make up the customers portfolio
As entrepreneur, I want to know the shape and the worth of my current customer portfolio to maximize it and better plan our…
Business Event feed
As CEO, founder or entrepreneur, and as I am not on the battle field anymore, I feel kind I've lost a bit the control over what…
Every single client contributes to the sales of a company. As member of the general management, being able to identify best and…
We would like to follow our Net Profit
As Sales are only part of a company's health, we would like to compute the net profit the company generates.
I'd like to breakdown the sales turnover in its different variables : average transaction value number of transactions average…
We want to be able to display to a client their project in harvest
On the project we want to show them their tasks, total summer hours and amount, and a total summed up. The ability to share…
[BLOCKED] Retainers' consumption to manage the cash the company received, but it did not earn yet.
A retainer is a fee paid in advance to the company in exchange of service to be performed at some point in the future. It is a…
Connect with Zoho
Create a connection with Zoho Invoices