A SMARTER WAY TO TRACK PROJECT FINANCES
The new Project Ledger gives you a more structured and transparent overview of key financial figures like sales, costs, revenue, and commissions. Data is now organised into clearer categories, making it easy to see what has been confirmed, what is pending, and how your project is performing at a glance.
By separating outstanding amounts (pending), confirmed revenue, commissions, and displaying a total profit, you get a real-time, reliable foundation for decision-making - helping you manage projects with confidence and efficiency.
OVERVIEW SECTION
Pending and Confirmed columns for tracking of financial status.
Commissions grouped per supplier across all offers in a project.
Total profit overview for a clear picture of financial performance by summing up commissions and revenue.
Pending and Confirmed numbers
⏳ What is pending – potential revenue that is not yet secured.
✅ What is confirmed – revenue that is secured and finalised.
This eliminates guesswork, making it easier to track real income, manage expectations, and make informed decisions based on actual numbers rather than estimates. If you're familiar with Qondor BI Reports (usually only office admins have access to these reports), you'll recognise Pending and Confirmed numbers from the Project list.
Pending:
Products from the main offer
Products with an undecided product status (answer not set or "Maybe")
Products with a price published on Customer web
Products where the customer is paying (as offered)
Confirmed:
Products which are is confirmed (in any offer)
Products with a price published on Customer web
Product where the customer is paying (as offered)
Overview: VAT Handling
The total amounts shown in the Pending, Confirmed, and Invoiced sections are calculated based on the billing model applied to products within the project. VAT is handled differently depending on the billing model:
Standard / Margin: Amounts are displayed excluding VAT
Referral: Amounts are displayed excluding VAT
Pass-through: Amounts are displayed including VAT
Invoice deposits: Amounts are displayed excluding VAT
Commissions
The Project Ledger now includes pending and confirmed commissions, grouped per supplier across all offers within the project. In edit mode, you can manually input your real commissions income when financially closing the project. You can also report on commission income not linked to a specific supplier using the [No supplier set] input.
Total profit
The new Total profit section provides a complete overview of all profit, helping you track your project's overall financial performance more efficiently.
With a cleaner, more structured layout, the new Project Ledger helps you track financials with ease. Stay tuned for more updates as we continue refining this feature! 🚀