Feature
Per-project profitability, without a complicated spreadsheet.
Group your missions, expenses, rebillings and reimbursements by project or client. See in real time which mission is truly profitable, and which one costs more than it brings in.
Day-to-day use cases
- Identify which clients really pay vs those eating margin in subcontracting
- Know if a €600/day mission with 30% subcontracting beats a €500/day mission with none
- Prep a client renegotiation with real data in hand
- Decide which project to push and which to drop at year-end
How it works
- 1You create a Financial Group (= a project, a client, or an ad-hoc category).
- 2You link missions, expenses, rebillings, reimbursements to it.
- 3The group dashboard aggregates revenue - expenses = net margin.
- 4Filters per period (month / quarter / year) to see evolution.
Details that make the difference
N:M links: a project can hold multiple missions, and a mission can belong to multiple projects (rare but possible).
Cross-table links: FinancialGroupMissionLink, FinancialGroupExpenseLink, FinancialGroupReimbursementLink, FinancialGroupOtherIncomeLink.
By tag too: alternative to explicit groups — you tag items and the group builds automatically.
Color + icon: quick visualization in the dashboard.
Frequently asked questions
Is it the same as tags?
No. Tags are loose and N:M. Financial Groups are a more formal structure with a dedicated profitability dashboard. You can use both together.
Can a mission belong to two projects?
Yes, via N:M links. Useful for a mission that serves two clients simultaneously (rare) or an internal project that touches multiple clients.
How do subcontractors appear?
You create an expense linked to your subcontractor and attach it to the project. The cost appears in the project's profitability, in the negative.