Can I track the cash value of each project management stage?

Alex Napier Holland
Alex Napier Holland Member Posts: 28
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PIPEDRIVE USER
edited July 2023 in Sales CRM #1

Hey, I use Trello and the 'Smart Fields' Power Up to track revenue across each project stage.

Each card features fields for...

  • Project value
  • Outstanding payment

And the top of each column shows the sum of both fields.

So - I can see how much cash my business is due from each project stage.

This is great for forecasting and prioritising my tasks.

Can Pipedrive project management do this?

This seems an obvious capability for a project management tool that's built into a sales CRM.

Answers

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,091
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    Hi @Alex Napier Holland unfortunately at the moment the value of the project isn't recorded on the side of Pipedrive besides displaying it.

    I'll note it down for possible improvements for the Trello integration in the future, thanks for sharing!

  • Alex Napier Holland
    Alex Napier Holland Member Posts: 28
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    PIPEDRIVE USER

    Hey Mike, thanks for your reply.

    Why not mark this up as a feature for Pipedrive's native Project Management?

    I assume you want me to switch over from Trello and pay you an extra $8/month.

    I'd love to do everything in one place - and it's great to be able to turn deals into projects.

    But I really want built-in cashflow forecasting for each project stage.

  • Zach Garrison
    Zach Garrison Member Posts: 13
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    PIPEDRIVE TEAM

    I agree with Alex! we need a way to track income paid and a way to put in material costs to track a projects profitability for better insights.

  • Natalia Relish
    Natalia Relish Member Posts: 3
    First Comment

    Hello there,

    sure you can track the cash value of each project management stage. First, you create the budget for planning, then you can update the cost for specific activities at any stage, and you should regularly update the budget as per the project. You can use any project management tool for budgeting.

    I hope this is helpful for you.

  • Jason Cisarello
    Jason Cisarello Member Posts: 1
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    edited February 2 #6

    Hi @Natalia Relish ,

    Is there a quick video providing a demonstration of this cash value or budget capability? It would be really useful to see it in action before I decide to adopt the project management tool. Also would be interesting if it aligns with our process.

    Thanks