Set revenue goals and see how you are tracking towards those goals.
Actual: Hours that have been pulled into Parallax from the connected Timesheet during the selected time period
Planned in Progress: Allocated hours that have been added to Parallax projects marked as “in-progress”
Planned Awaiting Start: Allocated hours that have been added to Parallax projects marked as “awaiting start”
Forecast: Allocated hours that have been added to Parallax projects in the sales pipeline
Choose a target annual revenue for the amount of money you expect to earn from sales over the span of a year—not including costs and expenses. This can be distribute evenly across the 12 months. You can also set a target margin rate for the year and see the profit margin breakdown by month.
Set personalized thresholds for your dashboard. Items coming in under or outside of your thresholds will appear in red on the dashboard. Items above or inside your thresholds will appear in green.