Dashboard
Your projects, quotes and P+L in one place.
Projects0
Open Quotes0
Total Revenue$0.00
Total Profit$0.00
Recent Projects
Projects
Each quote is saved as its own project.
New Project
Calculation structure follows the downloaded P+L workbook.
Calculation / Customer Information
Project Billing Setup
Rate used1 USD = 1 USD
Currency rate and tax settings are saved with this project and used on the client quote, proposal and proforma.
Customer Quote Information
Sales Person Profile (Proposal)
P+L Calculation
| # | Provider | Item code | Description | Qty | Unit Price | Ext. Price XCG | Purchase $ | Duties % | Insurance | Freight $ | Margin Points % | Total Insurance | Total Purchase USD | Total Freight USD | Total Duties USD | Unit Landed USD | Landed Dif | Total Landed USD | Sales Unit USD | Sales Total USD | Profit | Action |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0% | 0.00 | 0.00 | 0.00 | |||||||||||||
Currency To Bill ClientXCG0.00
Tax6.00%0.00
Total Invoice0.00
Revenue USD0.00
Down payment 80%XCG0.00
USD P&L
Sales C#
Total Purchase (USD Cost)$0.00
Duty Freight Handling (DIF)$0.00
Total Revenue (USD Price)$0.00
Landed$0.00
Total Profit$0.00
Total Margin Percentage0.00%
Sales Proposal
Build a customer-facing proposal from the project, quote and salesperson information. Internal P+L costs and profit are excluded.
Proposal Pages
Choose which pages are included. Project data is pulled automatically; editable page text is saved with the project.
Reports
Reports
Totals from saved projects.
Saved Projects0
Revenue$0.00
Purchase$0.00
Profit$0.00
Project Profitability
Purchase / Order Reports
Order reports are generated from the saved P+L purchase information and show vendor, item, quantity, purchase unit price and total amount to order.