Features · Controlling
Know where the money stands. Without a Friday list.
Budgets fill up from the booked hours and external costs, the forecast from quotes and invoices. Nobody keeps a spreadsheet up to date, because the numbers come from where the work and the billing happen.
No card, no sales call. Project managers and admins see the numbers.
From the project to the whole agency.
Budget, hours, external costs. On one page.
A project's controlling shows the hours by person and service, each entry with its value, the assigned external costs and what's left of the budget. Next to it, what was quoted and what has already been invoiced.
- Budget in hours or money, for the project or per month
- Take the budget from the quote, with one click
- External costs against the external services sold
- Non-billable hours count, but at €0
A forecast that keeps itself up to date.
Every quote and invoice of the year, month by month: what's paid, what's invoiced and what's confirmed but not invoiced yet. A quote counts in the month of its project's deadline, an invoice in the month it was paid or of its date of supply.
- Filter by client, project or status
- Overdue invoices at a glance
- Ask from Claude or ChatGPT too: "How does revenue look in December?"
Who has how much on their plate?
The workload shows each person's open tickets by due date: overdue, this week, this month, later. A click on a cell opens exactly those tickets. A rough view, deliberately no percentage pretending to be precise.
- Grouped by expertise, the way your team works
- Jira tickets count too
Short questions, short answers.
Where do the numbers in controlling come from?
From what happens anyway: booked hours at the rate of their service, external costs assigned to a quote, and the quotes and invoices in accounting. There's nothing extra to enter.
How is the forecast built?
A quote without invoices counts with its net total in the month of its project's deadline, else in the month of the quote. An invoice counts in the month it was paid, else in the month of its date of supply. That way every job appears exactly once in the year.
Are there monthly budgets?
Yes. A project budget can be in hours or money, for the whole project or per month, for a retainer for example. A monthly budget counts the current month's hours and external costs.
Who sees revenue and budgets?
Project managers and admins. Basic users and time trackers see hours, but neither rates nor amounts. More on roles in the docs.
Does docket show utilization as a percentage?
No, on purpose. The workload counts open tickets per person by due date. A percentage would need an estimate for every ticket, and would claim more precision than it has.
The numbers are already there. You just have to look.
Try it free for 14 daysNo card. On to all features, time tracking or quotes and invoices. Questions? info@docket.rocks.
