Retainer Management
Take the pain away from managing ongoing client work and get clear visibility into daily, weekly, or monthly retainers.
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Take the pain away from managing ongoing client work and get clear visibility into daily, weekly, or monthly retainers.
Add transparency to your retainer projects
Stay on top of how and where you spend costs from retainer fees. Get the full picture of all your retained periods, so you can analyze and compare the financial performance on locked periods and plan rationally in the future.
Focus your time and resources on long-term goals. Divide retained periods into milestones and tasks. Predict delivery dates, assign roles and people, and benefit from the AI helping you estimate the tasks.
Keep tabs on the quality and quantity of services you provide to the client. Get visibility into how much work has been completed for each retainer period to ensure nothing goes off at half-clock and you don’t over- or under-service the client.
Automatically invoice work in progress on a retainer based on the time entries. With time-tracking in place and real-time dashboards tied to each period, you have a detailed and transparent view of the workflow.
“What we can see is a transparency around which projects exist and how many we have. From a top-down perspective there is a huge benefit"
"Our developers are now at 91% billable. It’s a huge change that has made Grafikr a lot more profitable. We are a much healthier company because of it."
“The level of financial reporting that we get from Forecast is far and above anything that I’ve seen in any project management tool that I’ve ever used."
Whether it's a retainer, fixed price, time & material, or non-billable project, Forecast provides you with the flexibility to manage them all side by side. This gives you a clear view of how each project affects the pipeline so you can budget your team’s time accordingly.
Predict the source for regular income and clearly follow where the money is earned. The interconnectivity across all billing types allows you to closely follow how retainer projects support sustainable growth and lower risks from running solely on one billing type or the other.
Proactively manage your entire team in real-time on one dashboard and anticipate future demand. Scope out potential project with placeholders and tentitive booking, and forecast demand based win probability.
The AI-driven platform that brings all your data together to streamline projects, resources and financials.
View all integrationsThe ultimate upgrade to delivering projects on time and on budget.
Use AI-powered timesheets to register time and build a solid foundation for accurate reporting and forecasting.
Forecast provides users with the ability to generate invoices for projects and track payments on invoices.
Enable in-app notifications or opt to be notified by email. Get updates immediately or have them packaged as daily.
Stay on top of your resources, future demand and utilization of your workforce to save time and money.
Plan out projects, determine and document the work required using phases, tasks, and deadlines, and view high-level information.
Story Points provide a relative measure of how much time and effort is required to complete an individual user story.
The ultimate upgrade to delivering projects on time and on budget.
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