Dashboard
Account health (to date)
Billed & margin by month
No billed months yet.
| Month | Billed (RM) | Expenses (RM) | Net margin (RM) |
|---|
Engagement analysis
Top alliances by engagement — value of work
No activity yet.
Most-used services — value
No activity yet.
Alliance activity
| Alliance | Jobs | Total value (RM) | Billed (RM) | Unbilled (RM) |
|---|
Log a service
This service is charged as a % of the PO value (with a minimum). Enter the order/PO value above.
Logged entries
| Date | Alliance | Project | Service | Qty | PO value | Notes | By | Status |
|---|
Rate card
Edit a rate/unit/tier and click Save on that row. Add new services below.
| Code | Name | Area | Type | Unit | Rate (RM) | Tier note | Active |
|---|
Add a service
Alliances
These are the companies you bill. Add a company below; edit an existing one's contact details in the table and Save that row.
Add an alliance
| Code | Company name | Billing contact | Cost center | Active |
|---|
Expenses
Enter monthly department costs. These feed the P&L and are visible to the HOD role only.
| Month | Category | Type | Amount (RM) | Note |
|---|
Rate agreements
Adjust an alliance's main selling item (INV-01) movement rate. Add-ons stack on the RM1 base — effective rate = RM1 + all active add-ons. Cost-down runs 1 year (auto-expires); GWP engagement & custom run until you cancel.
Add a rate agreement
| Alliance | Type | Add-on | Start | End | Status | Note |
|---|
Month-end billing
| Alliance | Usage | Total (RM) | Status | Invoice # |
|---|
Department P&L
Revenue counts finalized invoices only. Expenses (blended manpower, software, overhead) are visible to the HOD role only.
Team
Add a person's email here first — only added emails can log in. They then open the portal, enter that email, and click the link they receive.
| Name | Role | Area | Signed in yet? |
|---|
Bill
| Description | Qty | Rate (RM) | Amount (RM) |
|---|