Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Begin by gathering all the potential opportunities present in your sales or project pipeline, which should encompass essential information such as the account manager, pricing, duration, and likelihood of sale. Once you have compiled these details, initiate your project by preparing a budget and moving forward with execution!
Next, focus on the client dashboard to set revenue targets and monitor sales performance effectively. Ensure you update client information regularly, establish specific revenue goals for each account, and analyze the trends that contribute to both your successes and setbacks in winning projects.
Now, it’s time to identify and categorize all the resources required for your project into distinct areas and tasks. As you do so, revise your budget accordingly and maintain a historical record of various budget versions for reference.
Lastly, organize your work schedule based on the allocated budget, as maintaining alignment between planning and budget is crucial. By effectively planning production and defining milestones in a collaborative environment, you can enhance team efficiency and ensure that all elements of the project are well-structured and organized for success.
Description
Having precise and up-to-date information forms the foundation for making well-informed choices. Utilizing the robust and all-encompassing project portfolio view feature of the software enables you to swiftly identify trends, deviations, and structural issues within your project early on, allowing for prompt corrective measures to be taken. This software provides the benefits of a centralized database while maintaining the user-friendly interface akin to MS Excel. With Project Viewer, you can access critical status information regarding individual projects—presented through text, tables, symbols, and charts—that are essential for effective project management. The matrix chart, while akin to the portfolio chart, adjusts the coordinates within clusters to prevent the overlapping of various projects. Additionally, the bar chart showcases multiple projects on a uniform timeline, effectively illustrating the baseline plan, milestones, and connections to other projects as necessary, ensuring a clear overview of project progress and interdependencies.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
$13.90 per user, per month
14 days free trial
Free Trial
Yes
Free Version
No
Pricing Details
$12,000 one-time payment
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Wethod
Website
www.wethod.com
Vendor Details
Company Name
next level consulting
Founded
2000
Country
Austria
Website
www.nextlevelconsulting.com/en/our-services/software/next-portfolio/
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
Project Portfolio Management
Budget Management
No
Collaboration
No
Dashboard
No
Issue Management
No
Milestone Tracking
No
Portfolio Management
No
Project Planning
No
Requirements Management
No
Resource Management
No
Status Tracking
No
Task Management
No
Time & Expense Tracking
No
Product Features
Project Portfolio Management
Budget Management
Yes
Collaboration
No
Dashboard
No
Issue Management
No
Milestone Tracking
Yes
Portfolio Management
Yes
Project Planning
Yes
Requirements Management
No
Resource Management
Yes
Status Tracking
Yes
Task Management
No
Time & Expense Tracking
No