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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...

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...

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 ...

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 ...

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 ...

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 ...

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...

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 ...

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 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...

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...

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.

In a budget or contract, the expenses (or direct costs) refer to all the non labor costs that are needed to execute the contract. For example: Travel and accommodation Software licences Hosting fees Equipment 3rd party service These items are usually...

In Conduite, a contract represents opportunities that has been won and signed. It is defined by: Attribute Description Timelines  The start and end date planned at the time of signature Scope of Work A description of the purpo...

The Invoicing Rate (IR) corresponds to how much of the expenses a team has invoiced to date in relation to what is expected to be invoiced during the entire duration of the project. By keeping track of this metric teams avoid over or under spending on expenses...

The Execution Budget (EB) is the amount of money for Labor that the project team has to execute the project. It is equal to the total Labor (LB) amount of the contract to which we subtract the Margin Objective (MO) of the labor component. Because the Margin...

The Expected Execution Budget (EB_E) is the amount of labor that the project team plans to spend to execute a project. It is based on what has been spent to date and the amount it has forecasted to execute the remaining scope. At the beginning of a project ...

The Execution Rate (%EX) is a financial indicator that tells you how much (%) budget you've spent to date related to the amount you think you need to execute the project, i.e. Expected Execution Budget. It is not (exactly) an indicator of progress  of execu...

The Execution Efficiency (EE) is a KPI that tells you whether your team is on track to be in budget or not. In other words, whether the team will meet its Margin Objective on labor.  It compares how much labor you would have spent of the Execution Budget (EB)...

The Expected Margin (%EM) is the computed from the Expected Execution Budget (EB_E) and labor (LB) amount of a contract. It can differ from the Margin Objective (%MO) depending on how the project is going. Interpretation %EM >= %MO - The team will spent...