Tracking Project Margins in Real-Time

Attention Project Managers and Leaders. This one is for you!

Are your projects as profitable as they look on paper?

In the world of project management, "estimated" and "actual" are often two very different numbers. By the time many businesses realize a project has gone over budget, it’s already too late to pivot.

In this presentation, we will show you how to transform your Analytics into a real-time watchdog for your project health. You’ll learn how to pull data from your project management tools (like Zoho Projects or Jira) and your accounting software (like Quickbooks and Zoho Books) to see your true margins as they happen—not weeks after the project closes.

What You’ll Learn:

• The Margin Formula: How to build calculated columns that factor in labor costs, overhead, and direct expenses.
• Data Blending 101: Seamlessly merging time-log data with invoice data to find your "Burn Rate." 
• Threshold Alerting: Setting up automated alerts when a project''s margin drops below a specific percentage. 
• Resource Efficiency: Identifying which team members or project types consistently deliver the highest ROI.

Admission and pricing Details
Free to attend. If you cannot attend, register to get the recording. https://meet.zoho.com/nuhv-eyv-kmp