A partner's journey through BestConsultant

01Sales

The opportunity lands in the funnel

Antoine opens the sales funnel. The Nexora lead sits on the Kanban with its selling price, probability and expected value. He moves the stage, and when the deal flips to Won, the same object becomes the project he will steer.

Funnel as Kanban or table, with configurable sales stages
Lead = not-yet-won project: selling price, probability, expected value, director
Filters by director, client, office; Funnel and Won totals
Client record: contacts, notes, documents, billing data
Sales statistics and individual contribution targets

One lead, one project — no re-keying at closing.

Browse modules

02Budget

The won deal becomes a budget

The Nexora project is open. Antoine builds the budget: positions, days, sold daily rate and cost. He sees the gap between sold price and budget price, and the target margin, before the first consultant is staffed.

Budget per resource and subcontractor: days, daily rates, costs
Budget price vs sold to client, discounts and fixed price
Success fees, commissions, sales contributors
Billing company, currency, monitoring options
Direct link to staffing consultants on the same project

Margin is set before staffing, not after close-out.

See the Projects module

03Monitoring

He reads progress in euros, not gut feel

During the assignment, Antoine opens project monitoring. Remaining budget, monthly production, budgeted vs actual margin: timesheets and expenses feed the same view.

Cumulative view: allocated budget vs validated timesheets
Consumption: remaining budget or overrun
Monthly production and project margin (budget vs actual)
Cross-project advancement view across the portfolio
Cross-check of timesheets and linked expenses

Budget, real days and margin — one project truth.

See the Projects module

04Invoicing

The schedule comes out of production

Antoine opens project invoicing. The schedule feeds on the budget, validated days and rebillable expenses. He issues, sends, then tracks collection — without leaving BestConsultant.

Schedule on a fixed price, on planned days or on real days
Rebillable expenses picked up automatically
Statuses traced: not issued, issued, sent, paid
Collection one by one or in bulk from the invoice list
Bank reconciliation and e-invoicing

From the validated day to the euro collected.

See the Invoicing module

A partner's journey through BestConsultant

The opportunity lands in the funnel

The won deal becomes a budget

He reads progress in euros, not gut feel

The schedule comes out of production

And the firm reads in one glance