Project Estimation and Forecasting
Gain visibility and insight for success
Projects rarely go as planned. To bridge the gap between sales estimates and actual execution, you need to understand true costs—and adapt. Kantata enables performance analysis for more accurate project estimation, planning, and pricing.
TRUSTED BY AGENCIES AND PROFESSIONAL SERVICES FIRMS LIKE YOURS
Accurate forecasting is the key to overall project and portfolio success. Kantata lets you review past performance and continually refine your estimating processes to promote efficiency and growth while reducing risk and uncertainty:
FEATURES
Estimate within the Project Workspace
Create resource or project-based estimates in one place, eliminating the need to juggle multiple tools or do duplicate work. Forecast better with accurate insights:
- Start projects in the estimate stage to keep everything connected
- Fine-tune financial goals and update easily so you stay on track
- Plan projects quickly with customized estimate templates
- Set up custom rate cards for greater billing control by role
FEATURES
Expand Visibility with the Engagement Dashboard
Get up-to-date insights as you move into the execution phase of the professional services project lifecycle. Customize your dashboard view to suit your needs:
- See summary cards for project costs, revenue, margins, and more
- Control who can see what with configurable permissions
- Monitor performance and milestones against your estimate
- Make adjustments as needed to keep your teams on track
FEATURES
Past Performance Review and Analysis
To plan better for future projects, you need to look back and compare prior performance against estimates. Drive ongoing improvement to power future success:
- Get data-driven insights via interactive, customizable reports
- Compare costs and delivered margins
- Review past performance and analyze resource usage
- Adjust future pricing to better align sales and delivery
Integrations
Kantata integrates with the way you work
"We can see pictures of the business that we couldn’t see before, and that enables us to anticipate, to track patterns, and to find solutions."
Andrea Stephens
Director, IT Enterprise, Finastra
Get started today
Sign up for a demo and let us walk you through the Kantata capabilities designed to meet the needs of your business.