PlaceCPM for Professional Services

What is PlaceCPM for Professional Services?

PlaceCPM for Professional Services is a financial forecasting and business planning software designed for professional services

Get unparalleled speed and flexibility in creating accurate and dynamic financial forecasts, specifically to run a successful professional services firm.

With a view of the entire business, gain clarity on every financial detail with transaction-level granularity for incredible depth of accuracy.

PlaceCPM for Professional Services incorporates a 360° view of your business in real time.

Work smarter and faster with finance, accounting, sales, workforce planning, and connected operations.

Forecast

Cash projections

Cash flow management is detailed and complex. Remove assumptions with weekly, monthly, quarterly, and yearly views. Easily estimate cash flow from deposits and project hours. Analyze, monitor and predict cash inflow and outflow across multiple payment accounts.

P&L Forecasts

Produce P&L forecasts dynamically that are synchronized with your ledger. Manage day-to-day operations and track variations quickly to improve the accuracy and richness of your predictions.

Revenue

Recurring and non-recurring revenue

Streamline your revenue processes with workflows based on single, recurring revenue. Forecast project revenue and cash flow tied to scheduled and potential retainers, deposits, milestone payments, and billable hours.

Salesforce Sales Cloud

PlaceCPM for Professional Services, enabling real-time visibility and an accurate pipeline. You control how this influences your forecast and saves time by allowing offers to be booked automatically as they are earned.

Quota and commission management

Increase the effectiveness and accuracy of your revenue and salary forecasts with flexible schedules and plans for sales quotas and commission plans.

Consolidations

Multiple Entities

Easily connect any number of business entities and simplify the consolidation process. Leverage intelligent workflows to automate deletions.

Foreign currency translations

Set your corporate currency and let the advanced multi-currency features translate more than 100 currencies with dated exchange rates.

Expense management

Subscription management

Keeping track of the subscriptions the company is using is an almost impossible task. Optimize licenses, proactively manage renewals, track actual costs, and avoid wasted spending.

Recurrent and non-recurring expenditure

Produce transaction-level forecasts in minutes, rather than days or hours, for recurring and non-recurring expenses.

Allocations

Track forecasted expenses accurately by systematically associating them across organization, location, department, employee role, and employee level.

Workforce Management

Personnel planning

Never again guess your personnel plan. Managers, HR, finance, and operations can now all be on the same page with hires aligned with their forecasts.

Compensation

Simplify and organize compensation plans with a variety of payment structures and frequencies, incorporating variable tax rates and costs.

Reports and dashboards

Visualize and customize the metrics that matter most to professional services firms. The report builder and drag-and-drop dashboard allows you to easily combine forecasting, accounting, design, sales, marketing, and operational data.

Collaborate

Bring the finance team directly into the conversation by connecting and engaging employees across the company. Collaborate in accounting and financial transactions, as well as the sales, marketing, projects, customer support and operations pipeline.

Integrated

Accounting Integrations

Confidently rely on pre-built integrations with the leading accounting software solutions used by professional services firms, enabling fast setup and on-demand data.

Originally built on the Salesforce platform

Break down the silos between finance and business. PlaceCPM for Professional Services empowers finance teams with direct access to operational and sales data to truly unlock the success of their forecasts.

System Requirements:

CPU: 1.8 GHz dual core processor

RAM: 2 GB

HDD/SSD: 50 GB of free space on main drive

Operating system: Microsoft Windows 10, Microsoft Windows 8 32-bit, Microsoft Windows 7 32-bit, and Microsoft Windows Vista 32-bit

Resolution: 1024×768