Revenue Forecast

"How will the revenue develop in the coming months?" "Is the current sales pipeline sufficient to keep everyone billable, or should we hire staff to cope with the workload of current and future projects?"

These are very relevant questions each PSO is frequently asking. 

Recently we released a new chart 'Revenue Forecast'. This chart gives realtime insights into the revenue of future months and helps to answer these questions.

The Revenue Forecast is based on the sales pipeline, current projects and future projects which are not planned yet.
Also, for each month a target is displayed in this chart. This enables you to see at a glance if the revenue of future months will meet the targets.

Revenue Forecast

It's here: Task management!

By popular demand, we just released a new feature which allows you to create and track tasks in VOGSY!

Assign tasks to yourself or to a colleague and associate the task with an organization, opportunity or project. Of course, you can specify a due date and let VOGSY remind you if tasks are due.

Tasks view VOGSY

Easy to read kanban-style views will give you instant insight into your own tasks or the tasks which are associated with a specific project, opportunity or organization.
On top of that, VOGSY sends out notifications when tasks are assigned to you, when the status is updated or when tasks are due. This will help you manage tasks and get things done in time and improve your sales performance and project delivery!

Please find this topic in the VOGSY-guide which explains how to use the VOGSY task manager.

What's new?

Proudly, we announce the deploy of a major release of VOGSY! This post describes 2 major changes which we want to bring to your attention:

Improved UI

Following the recently released  UI-improvements, the cards and views of persons, organizations, and projects are redesigned so they match the latest Google Material Design patterns. These patterns make the UI more consistent and will provide you better user experience.

New project view

Besides this new look, also the navigation is improved. Frequently used navigation options which were listed as menu items are now displayed as actionable icons on the project card. This enables you to navigate more quickly to the edit form, project planning or the calculation and resourcing section of a project.

Improved navigation on project card

Track and submit time from 'My Planning'

Since time sheets are prefilled with planned hours, it makes sense to submit time from your planning.
Submitting time from your planning would provide another advantage: You don't have to toggle between 'My Planning' and 'My Timesheets' every time you didn't spend time according to plan and want to re-plan the remaining hours.

From now on, My Planning shows time entries for the current week and past weeks instead of planned hours. At the beginning of a new week, the planned hours of the new week becomes draft time entries. This way you can track spent time for the current week and past week in My Planning.

When there are unsubmitted (draft) time entries, the action 'Submit' will appear. This enables you to submit draft time entries of that week.

Track and submit time in 'My Planning'

It's also possible to submit time entries until the last day of the month. Therefore you'll need to toggle the 'Week-view' of 'My Planning'. The action 'Submit' will appear when the current week is the last week of the current month. 

Of course, it's still possible to use 'My Timesheets' to track time.

Good to know: function Planning Resources is also showing time entries for the current week and past weeks. This allows you to see in one view the tracked time of different resources.

We hope you'll enjoy the new UI and the improved planning features!

Improved look!

It's been a while since the last update. Of course, we continuously improve VOGSY and added some awesome features and improvements.

Most recent, we've changed the look and feel of VOGSY so it matches the latest Google Material Design patterns. The menu, for example, has an updated look and is now showing in which section you are. Also, some UI-elements of cards have subtle updates which improve the overall look and feel of VOGSY.

New look of the VOGSY menu

Another improvement is the new opportunity-view. This view is more actional and shows information in a more compact way to enable you to get a better insight into the opportunity. Also, it allows you to take instant action by changing the current stage and sales probability without leaving this view.

New opportunity view

Project Margin

How profitable are my projects and what is the actual margin?

With the latest VOGSY-release, our new feature provides real-time insight into the calculated and actual project margin.
These margins are displayed on the project card including a detailed explanation of the actual margin per project deliverable.

Project margin and specification per deliverable

Also, it's possible to configure the algorithm that calculates the project weather so it visualizes if a project has a good or bad actual margin. This enables you to anticipate and take the correct actions to maximize project profitability.

For more information, please read this topic in the manual. The manual has a more detailed explanation and provides examples, describing exactly how the margin is calculated.

What's new?

Change allocated resources: create new planning is optional

When a resource allocation is changed, the planning is automatically generated. This could result in the loss of manual changes in the planning.

To prevent this, a new feature is added which allows you to keep the current planning or create a new planning based on the changed allocation:

Keep or create new planning

Planning projects and resources: New columns added

'Will I finish my project on budget?' And - in case of time and material - 'Will I spend all calculated hours?' These questions will be on top of your mind when planning projects and resources.

To give you a better insight into how your budgets will be spent at the end of the project, we introduced new columns in 'Planning projects' and 'Planning resources'. These columns show information which enables you to anticipate and adjust the planning so budgets will not be exceeded or - in case of time and material - prevent the loss of money because you didn't spend (and invoiced) all the calculated hours.

The following columns are added to 'Planning resources' and 'Planning Projects':

• 'Hours in draft until today': The number of hours in draft until today
• 'Planned from tomorrow': The number of hours which are planned from tomorrow.
• 'Hours to plan': How many hours do I need to plan to make sure my budget will be completely spent? 'Hours to plan' is calculated as follows: 'Calculated hours' minus 'Hours spent' minus 'Hours in draft until today' minus 'Planned from tomorrow'. When 'Hours to plan' shows a negative number of hours, there are to many hours planned. When it shows a positive number of hours, the budget (calculated activities) allows you to plan more hours.

Added columns in planning

These columns are available in the following functions:

- Planning Projects

- Planning Resources

- Report Projects (Back Office)

- Report Deliverables (Back Office)

Planning resources: Show available hours

There is a new option in 'Planning resources' which shows the available hours instead of the planned hours. This gives you a detailed view of the available hours of resources.

Availability resources

Plan time off and non-billable hours

A new feature is released which allows you to plan time off and non-billable hours! This will make your planning more realistic and precise. A big advantage is that the planned time off and billable hours are - just like planned hours for projects - synced to your Timesheets!

When tapping on 'Time off / Non-billable hours' in 'Planning resources' or 'My planning' a drop-down shows with a list of absence types and non-billable activities. The items on this list can be maintained with a new Back Office function 'Time off / Non-billable hours'.

Plan Time off / Non-billable hours

New logo!

We proudly present the new VOGSY logo:

We are very happy with it! 😄