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User Manual
Everything you need to now to master Conduite.
New To Conduite
What Is Conduite? Conduite is a Google Spreadsheets™-based Enterprise Resource Planning (ERP) system that helps you manage the financials of your service business with ease. Conduite provides simple and actionable KPIs that help you track and manage the healt...
Business Process
Introduction At the heart of every company there's a business process that orchestrates the main activities that are implemented. Conduite is built for service delivery and consulting organizations that: Conduct business in 2 main phases: Business Devel...
Administrator Manual
Key Performance Indicators
These KPIs are used throughout Conduite applications. The ones tagged with a ⭐ are considered to be the main KPIs: the ones that are actionable on their own. The other KPIs are intermediate KPIs that are used to compute the main ones. They still provide useful...
Glossary
The glossary provides an organized repository of definitions of concepts, key performance indicators and roles that are used across Conduite applications and documentation. It is the place where you can dig deeper into how Conduite works. It is also a great tr...
Key Concepts
🏠 Conduite Home
What Is It? Conduite Home is the central location that allows you to access all of Conduite applications. Upon opening the application, the sidebar will automatically be loaded. Features All of the features are accessible via the sidebar that can be opened ...
Conduite
Key Roles
💵 Budget Builder
What Is It? The Budget Builder is an application that allows you to create detailed budgets and timelines. It also provides ready to use tables and charts that you can use include in your proposal and offers. Key Concepts Margin Daily Rates ...
🏁 Getting Started
🗓️ Capacity Planner
What Is It? The Capacity Planner is the application that allows you to keep track of who is working on what and when (past, present, future). This is crucial to understand the workload of you team and take data-driven capacity decisions: Hire staff if you ...
📊 Project Dashboard
What Is It? The Project Dashboard is the application that allows you to track the financial performance of a project. It does so by providing the project teams with simple yet powerful KPIs on Labor and Expenses. Key Concepts Margin Daily Rates ...
🛍️ CRM
What Is It? The CRM is an application that allows to manage the opportunities in your Business Pipeline and get accurate sales forecasts. Key Concepts Business Pipeline Labor Expenses Key Performance Indicators The one and only KPI t...
📋 Project Report Out Database
What Is It? The Project Report Out Database is the file where all Project Report Outs (PRO) are stored. It provides you a company level overview of the financial situation of all your projects based on their last received PRO. Key Concepts Project Report ...
Budgets
A budget refers to a financial plan that outlines the expected labor costs and expenses associated with the project or service being provided under a contract. The budget is usually an integral part of the contract and serves as a basis for determining the fin...
Margin
Margin is a term used in both business and finance to refer to the difference between the price of a good or service and the amount of money required to produce it. It is the amount of money that remains in your pocket once you have delivered a service. Margi...
Daily Rates
The Daily Rate is the cost of a staff member for one day of work. Each person in your company has a different daily rate. For the sake of simplicity Conduite assigns a daily rate for each role of your company (developer, project manager, designer, domain exper...
Labor
In a budget, labor refers to the cost of all the employees needed to execute a contract. In Conduite that cost is computed based on the Daily Rates and the number of days needed.