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Project Management Forecasting Tool

Feature Requests

I would like to request a new window that would allow us to project and forecast production based on crew.

  1. Set a production goal for a crew of a certain amount of gross income

  2. Add up how much is booked for that crew per month in order to see at a glance how much they have booked for the month to better plan and project.

  3. Ability to see at a glance the gross amount booked for every crew so that we can project gross revenue for the month as well as see at a glance production booked vs. actual production capacity and plan accordingly based on data.

We currently have to manually use an excel spreadsheet in order to do any actual strategizing for production. However, all of the data needed in order to see this information at a glance already exists within this crm. Yet, there is no way to either export it into another software for view or a cability of view.

SImply being able to see how much is booked for all crews and per crew on a weekly/monthly basis would be a game changer and save hours and hours.

In terms of coding, I personally know it would only require 10-15 hours of coding in order to implement this component into the software… And that’s if I did (who is not a coder).

Yet, it would save hours upon hours for all users.

Posted by An Anonymous User ·
Status: Planned for V23 comments

Comments3

  • An Anonymous User

    •

    Apr 29

    Do we have any progress on this feature?

  • Jeremy harrison

    Team•

    Jul 1, 2025

    You’re absolutely right: the data to support strategic production planning by crew does exist within the CRM, and unlocking that visibility can be a game changer for operations.

    I want to let you know that we are already actively working on a new Metrics Reporting page that will include powerful drill-down capabilities. This is a top priority for us, and we’re building it from the ground up to ensure accuracy, flexibility, and long-term scalability for teams like yours.

    That said, while the concept may sound straightforward, implementing this level of reporting — with accurate data aggregation, dynamic filters, and drill-down logic — will require significant development and QA. We’re taking the time to build a robust system that accounts for a wide range of use cases, including reporting across crews, date ranges, and job types.

    We’ll keep everyone updated on progress, as we move forward!

    • Enrique Herrera

      •

      Dec 5, 2025

      It’s great to know that you guys are working on this! Thank you so much for continuing to improve your CRM. I can’t wait to see it and try it out — it’s definitely a must-have.