How-toPeak Client Portfolio
How do I enter a month's numbers for a client?
On the client page via “Enter numbers”. You choose the month and enter revenue, costs and hours. Empty fields stay “not recorded” and are never counted as 0.
- Open the client under Clients.
- Choose “Enter numbers” and the month.
- Enter what you know: revenue, external costs, staff costs, planned and actual hours.
- Click “Save month”. Classification and recommendation are then recalculated.
Next step
Open clientsDid this solve your problem?
Your rating stays in this browser for now.
Not solved? Write to us.
Prepare an email to the Peak Atlas team. Your question and the articles you have already read are included. You confirm sending it in your email app.