New Enhancements Available January 2021

Read The Press Release

New Features:
Cost Controls
Audit Trail
Rate Cards
Dashboards
Workflows

Cost Controls with Approval Processes

  • Allows users to get the approvals they need for hiring employees, adjusting compensation, expenses, and other purchasing decisions.
  • Includes automated notifications and simplified reporting features.

Click image to enlarge.

Click image to enlarge.

Audit Trail and Reporting

  • Changes to PlaceCPM data are now tracked for easy auditing.
  • Easily view changes made to data from within PlaceCPM records or using pre-built reports.

Project Rate Cards

  • Easily build out project costs for your customers.
  • Structure projects with prepayments and deposits.

Click image to enlarge.

Click image to enlarge.

Enhanced SaaS Dashboards

  • New dashboard components including Rule of 40, Churn, LTV, and Magic Number.
  • New components offered in addition to current offering including Cash Burn, Bookings, Quota Performance, MRR, ARR, Renewal, CAC, Payback, Growth Rate, License GP%, Average MRR, and Average Sales Price.

Month End Workflow

  • New workflow features allow accounting teams to reconcile forecasts vs. actuals.
  • Variance report with included workflow to update forecasts for accuracy.
  • New cash forecasting workflow that simplified managing cash that did or didn't come in during the month.

Click image to enlarge.

New to PlaceCPM?

Get Started with the new features, today:
  1. Install PlaceCPM from the AppExchange
  2. Follow the built-in Setup Wizard
  3. Start forecasting with confidence

Request Guided PlaceCPM Intro

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"As a CEO, I love it – I can model my revenue and costs and steer my business."

Brandon Ward, Founder and CEO – Palladin Technologies