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Dolibarr records third parties, proposals and invoices. It does not tell you where each deal stands, which lead deserves the next call, which follow-ups go out on their own, or how much you will really sign next month.
Let your employees request materials and products directly in Dolibarr, with an approval workflow by the department manager and then the requisition manager. Once approved, the requisition automatically creates purchase orders (requests for quotation) and internal stock transfers. Ideal for manufacturing, maintenance, construction sites, facility services and any multi-department company.
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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
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• View projected costs and revenues
• Update Remaining Work (RAF)
• Track EAC (Estimate At Completion)
• Monitor planned vs. actual deviations
• Automatic project margin calculation
• Complete P&L breakdown
• Monthly segmentation and analysis
• Dedicated KPI dashboard
• Interactive project charts
• Export financial data to CSV
• Fully linked with the Dolibarr Projects module
• Native interface for a smooth user experience
• Easy to implement and use
✔ Clear visibility into project profitability
✔ Anticipate financial overruns
✔ Improved decision-making with a central cockpit
✔ Effective reporting for management & PMO
✔ Enhanced financial project control
• Project Managers
• Financial Controllers
• Management / PMO
• IT services / engineering / agencies