How to Track Project Margins

Project driven organizations need to gauge whether there is incremental improvement and set up mechanisms to track and measure these improvements. To measure performance of your projects, however, you need to have specific metrics. Certinia brings together all the business details so you’ll know exactly where your project financials stand at anytime.

Certinia PSA helps you track all the financial underpinnings of a project including budgets, estimates, WIP, pre-bills, bookings, invoices, billing milestones, percentage complete, expenses, labor and material costs.

Interested in learning more about Certinia PSA?

With Certinia PSA, you can track planned revenue, cost and profit margin to evaluate if the project meets profit requirements before it even kicks off. As the project progresses you will get detailed information into expenses, hours submitted, and can also track when bills are processed, sent and paid.

Benefits of project tracking with Certinia

  • Track planned revenue and profit margin when projects are created
  • Track project financials in real-time as the projects progress
  • See profit margin, expenses, and related financial detail rolled up to regions, practices, and groups.
  • Obtain access to project related budgets and financial data
  • Easily filter info by practice, region, and/or group breakdowns

Learn more about tracking project margins with Certinia

Certinia Professional Services Automation enables you to manage your people, customers, projects and financials all on one lightning-ready app on Salesforce. You can seamlessly kickoff projects straight from an opportunity. Visibility into the sales pipeline helps information flow between sales and services.

Certinia Professional Services Automation (PSA), ranked #1 on G2, leverages the power of Salesforce CRM and the Salesforce platform. Gain unprecedented visibility into your business across sales, services delivery, and finance. Keep projects on time, customers happy and reports up to date–all on one integrated platform.