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  • Advanced Business Workflow Management – Draw It Once, Run It Forever

    Model your business processes in Dolibarr: a visual builder chaining steps with owner, delay and type, versioned templates, roles instead of people, running instances, user tasks, validations with reasons, business rules, automatic actions, dynamic forms, notifications, history and cycle-time reporting.

    299.00 €
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    Sign your documents inside Dolibarr: documents and signers, signature zones for signature, initials, date, text and checkbox, reusable templates, sequential or parallel workflows, invitations and reminders, proof files, certificates, unmodifiable audit log, vault, API and reporting.

    299.00 €

PnL Management module

mp23396d20251106114307

Drive your projects, control your margins The PnL Management module for Dolibarr ERP/CRM allows you to easily track the financial performance of your projects month-by-month. Designed to give you real-time visibility over your project P&L, it is an essential tool to anticipate deviations, adjust forecasts, and maximize profitability

9.90 €
Excl. tax

  • Author IOI
  • Module version 1.0.0
  • Release date 11/06/2025
  • Access to download and updates 2 years
  • How to contact support florian.sl@ioi.consulting
  • Compatibility Dolibarr V18 - V22
  • Last update 12/11/2025 11:15 PM

More info...

🔎 Key Features

✅ Monthly forecasting

• View projected costs and revenues
• Update Remaining Work (RAF)
• Track EAC (Estimate At Completion)
• Monitor planned vs. actual deviations

✅ Financial insights & margin tracking

• Automatic project margin calculation
• Complete P&L breakdown
• Monthly segmentation and analysis

✅ Analytics & reporting

• Dedicated KPI dashboard
• Interactive project charts
• Export financial data to CSV

✅ Native Dolibarr integration

• Fully linked with the Dolibarr Projects module
• Native interface for a smooth user experience
• Easy to implement and use

🎯 Benefits

✔ Clear visibility into project profitability
✔ Anticipate financial overruns
✔ Improved decision-making with a central cockpit
✔ Effective reporting for management & PMO
✔ Enhanced financial project control

👤 Who is it for?

• Project Managers
• Financial Controllers
• Management / PMO
• IT services / engineering / agencies




If you think this module is a fork of another one (published after the first one) or violates some terms or conditions of use (for users or vendors), you can make a report at dolistore@dolibarr.org