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PnL Management module

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New

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

99.00 €

  • 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+
  • Last update 11/07/2025 11:34 AM

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