Project Profitability & Margin Tracking | Cost Analysis | Revenue Insights
by TechUltra Solutions Private Limited https://www.techultrasolutions.com/$ 19.90
Project Profitability & Margin Tracking | Cost Analysis | Revenue Insights
Project Profitability & Margin Tracking provides complete visibility into project financial
performance by tracking revenue, costs, margins, and profitability metrics throughout the
project lifecycle. The module helps organizations monitor financial health from the initial
CRM opportunity stage through sales orders, invoicing, and project execution.
The solution consolidates key financial data including expected revenue, sales order values,
invoiced amounts, timesheet costs, expenses, vendor bill costs, and overall project
profitability. By automatically calculating gross margins, profitability percentages, and
budget variances, businesses can make informed decisions based on real-time financial
insights.
In addition to project-level profitability analysis, the module offers lead and opportunity
profitability tracking, enabling organizations to evaluate potential revenue and
profitability before project execution begins. This creates a complete profitability journey
from lead generation to project completion.
The module also includes profitability dashboards, KPI monitoring, budget tracking, variance analysis, and automated profitability alerts. These features help project managers, finance teams, and business leaders identify cost overruns, monitor margins, improve resource utilization, and maximize project profitability across the organization.
Project Profitability & Margin Tracking | Cost Analysis | Revenue Insights
Product Overview
▶ Watch Module Demo
See how Project Profitability & Margin Tracking | Cost Analysis | Revenue Insights works.
Features
Monitor project revenue, costs, and overall profitability.r
Estimate profitability directly from CRM opportunities.
Consolidate financial data in a single view.
Automatically calculate project margins and profit percentages.
Identify variances and control overspending.
View key profitability KPIs through a centralized dashboard.
Works with standard product variant creation workflows
Configuration
Support
FAQs
CRM Lead
Calculate profitability directly from the Opportunity form with one click.
Profitability Calculate
An instant profitability calculation popup presents a concise snapshot of key financial metrics including budget, cost, revenue, and profitability quick, clear, and informed review.
View Profitability
Open complete profitability history from the Opportunity using "View Profitability".
Quick Add Products
Detailed Lead Profitability record with revenue, cost, budget, margin, and progress metrics.
Dashboard
Goto project -> reporting -> profitability
Interactive Project Profitability Dashboard with KPIs, customer-wise
analysis, top/bottom performers, and budget insights.
The dashboard can be refreshed at any time using the Refresh button, and you
can download a detailed report in XLSX format. It also offers sorting
options such as Lead Customer, Lead/Opportunity, Expected Revenue, Total
Revenue, Expenses, Margin, Margin %, and Progress for comprehensive
analysis.
Dashboard Report
Export Lead and Sales Order profitability data to Excel for reporting, audit, and management analysis.
- We provide 90 days bug-free support related to our module.
- We provide 5 hours of free configuration support. Additional configuration or customization is billable.
- The support team is available from Monday to Friday 10:00 AM to 07:00 PM (IST).
- To create a ticket, send an email to support@techultra.in.
This module allows you to track and analyze profitability from CRM leads to project completion. It helps you monitor costs, revenue, and margins in one unified system.
The module integrates seamlessly with:
- CRM
- Project
It ensures a smooth data flow between sales and project
execution.
Total Cost is just the sum of all money spent for that
opportunity/project.
It adds 4 spend types:
- Team work cost (timesheets)
- Employee expense claims
- Vendor/supplier costs (bills or purchase)
- Any other project-related cost
So in simple words:
Total Cost = Timesheet Cost + Expense Cost + Vendor Bill Cost + Other Cost.
Why you may see 0:
- No costs were posted yet, or
- Costs were posted but not linked to that project/opportunity.
Yes. The module includes an interactive dashboard that displays key profitability KPIs such as margins, cost performance, revenue trends, top performers, bottom performers, and over-budget list.
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Invoicing (account) • Project (project) • Purchase (purchase) • Sales (sale_management) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 2023 |
| Technical Name |
project_profitability |
| License | OPL-1 |
| Website | https://www.techultrasolutions.com/ |
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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