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Sold value comes from the deal in Flow. Cost comes from approved time in Nest and expenses and purchases in Books. Revenue comes from invoices raised. All three sit on the same project record.
Margin is arithmetic over numbers the system already holds, which is why it can be live rather than monthly.
Because it needs three numbers from three systems: what was sold, what was delivered, what it cost. Each lives somewhere different, so somebody exports all three monthly and joins them by hand.
The result is accurate, late and unrepeatable. By the time it exists, the project is finished.
An overrun surfaces in week three, while there are still decisions available. The same overrun found at invoicing is a story you tell afterwards.
Client-level margin becomes answerable too — which customers are profitable after support load and rebilled expenses, not just at the headline rate.
It will not make an estimate accurate. It shows estimate against actual honestly, which is uncomfortable and the entire point.
It also does not allocate overhead for you. Direct cost is derived; how you apportion the rest is a policy decision Books records rather than makes.
Bring historic time when you migrate. Margin on a project with no cost history is a projection, not a measurement.
Agree cost rates per person or per role before go-live. Changing them later re-prices history, which is rarely what anyone wants.
Sold value from Flow, hours and rates from Nest, delivered progress from Loop, invoices and expenses from Books itself. This hub is the clearest case for the shared record: it is the one number that cannot be produced without four systems agreeing, and here they are one.
Sold value comes from the deal in Flow. Cost comes from approved time in Nest and expenses and purchases in Books. Revenue comes from invoices raised. All three sit on the same project record.
An overrun surfaces in week three, while there are still decisions available. The same overrun found at invoicing is a story you tell afterwards.
It will not make an estimate accurate. It shows estimate against actual honestly, which is uncomfortable and the entire point.
Bring historic time when you migrate. Margin on a project with no cost history is a projection, not a measurement.
Fourteen days, every module, no card. Or half an hour with someone who will run it on your own records and tell you where it does not help.