Project budgets that price in revenue, cost, and margin from the start
Budget fees, labor and expenses before the work starts, and see planned revenue, cost and margin before kickoff.
Fees and costs in one budget
Price the project with fixed price fees, charge-out rates, and people cost rates and rate cards. Add planned expenses to fully understand margin.
Budget the deal before it closes
Pipeline projects get budgets too: placeholder roles carry rates and costs, and deal value flows in from your CRM.
Sketch fast, refine when it matters
Rough out a plan in minutes, refine it into phases, and compare planned margin across every upcoming project. Use AI to do this with one prompt.
Fees and costs, labor and expenses
Plan the people and price them two ways at once — cost rates for what the work costs you, rate cards for what it earns on time-and-materials. On fixed price, the budget sets the top line. Add planned expenses, and the estimate is the whole project, not just the hours.
Labor priced from cost rates (bottom line) and rate cards (top line)
Fixed price, time-and-materials, capped or retainer — the billing model sets where revenue comes from
Planned expenses included: subcontracting, travel, hotels, and the rest
Budget the deal before it closes
Pipeline projects get budgeted from the start. Plan with placeholder roles that carry costs and rates from your rate cards, and once a named person is staffed, their own cost rate takes over. Deal value flows straight in from your CRM.
Tentative pipeline projects budgeted
Add in just the project fee or the full team for revenue forecasting
Placeholder roles carry rates and costs until someone is staffed
Budget prefilled from deal value — HubSpot, Pipedrive, or Salesforce
From broad strokes to detailed project margin
Rough out a plan in broad strokes to sanity-check a deal, then refine it into phases and varying workloads as it firms up. Across the portfolio, one list shows every upcoming project with its planned revenue, cost, and profit.
High-level sketches and refined plans in seconds with AI
Support for project phases and task-level planning
Every upcoming project's planned revenue & profit in one list view
Compare planned margins across projects before committing people
Why budget with both rates and costs?
A budget that only tracks fees can't tell you what the work costs.
Every role in the budget carries a cost rate (what the work costs you) and a billing rate from your rate card (what you charge the client), so the budget shows cost and revenue side by side. On fixed price, the agreed fee sets the revenue instead.
Labor is only part of the picture. Subcontracting, travel, and hotels are planned expenses too — leave them out and the estimate is just hours, not the project.
The same logic applies before a deal closes. Tentative pipeline projects deserve budgeting too, so placeholder roles carry rates and costs from your rate cards until someone is staffed, and then the named person's costs take over. Deal value comes straight from HubSpot, Pipedrive, or Salesforce.
Not every budget needs the same precision. Sketch a plan in broad strokes to sanity-check a deal, then refine it into phases and varying workloads once it firms up. Across the portfolio, one list shows every upcoming project with its planned revenue, cost, and profit, so you can compare margins before committing people.
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