[ Profit.co Reviews ](https://www.g2.com/products/profit-co/reviews) [ Profit.co Reviews ](https://www.g2.com/products/profit-co/reviews) # Profit.co Features ##### ## Platform (8) Customization Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. Integration APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. Internationalization Enables users to view and transact business with the same content in multiple languages and currencies. User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, and groups. Performance Is consistently available (uptime) and allows users to complete tasks reliably. Mobility Is accessible from a mobile device and by users on the go. Reporting Provides analytics tools that reveal important business metrics and track progress. Dashboards Creates dashboards to track information like open positions, current headcount, and recruiting pipeline. Show More ##### ## Portfolio Management (4) Portfolio Types Define multiple types of portfolios for projects, programs, and services. Planning Plan activities and tasks across various portfolios or programs. Alignment Align different kinds of portfolios with business and financial goals. Portfolio Mix Create the optimal mix of portfolios to achieve operational and financial goals. Show More ##### ## Project Management (3) Dependencies Manage dependencies between projects from one or multiple portfolios. Priorities Assign priorities for projects that are part of portfolios. Lean Management Include lean project management features and best practices. Show More ##### ## Resource Management (3) Definition Identify human and material resources and assign them to projects and portfolios. Allocation Resources can be allocated and reallocated across multiple projects and portfolios. Optimization Improve resource utilization across various projects and portfolios. Show More ##### ## Data & Analytics (4) Data Consolidation Consolidate project and portfolio data from separate sources. Visualizations Provide custom project and portfolio monitoring visualizations. Performance Monitor the performance of different types of portfolios. Risk Analysis Perform risk analysis at the portfolio or project level. Show More ##### ## Prepare (4) Strategy Map Create and manage maps for multiple strategies at the department or company level. Strategy Model Provide pre-defined strategy models that can be customized and combined by users Rules Define rules to assign employees and resources to various strategic plans Frameworks Support multiple strategy frameworks such as Balanced scorecard and OKR Show More ##### ## Plan (4) Vision Statement Adds values, mission and vision statements to strategy plans Goals Assigns goals to strategic plans and define owners and milestones for each goal. Collaboration Allow users from multiple teams to collaborate on strategic planning and implementation. Cascade Planning Ensures that various teams, departments, and business entities are aligned with the strategy of the company. Show More ##### ## Optimize (3) Progress Tracking Monitor the progress of all activities related to strategy and identify opportunities for improvement. KPIs Include KPIs to track the status and success of strategic operations. OKR Define and monitor objectives, and key results (OKR). Show More ##### ## Communication (4) Feedback Allows managers and peers to provide feedback on goal progress. Confidence Levels Allows users to rate their confidence level concerning goal completion. Messaging Integrations Integrates with outside business instant messaging tools. Onboarding Provides built-in onboarding tools for new user adoption. Show More ##### ## Goal Creation (4) Team OKR Allows users to make team-wide OKRs. Individual OKR Allows users to make OKRs for individual team members. Mind Mapping Allows users to arrange tasks and goals in a mind map. Action Item Creation Allows users to create goals and takss based on action items decided in in-person meetings. Show More ##### ## Platform Basics (3) Performance Benchmarking Compare survey results to industry benchmarks to locate key areas for improvement. Evaluate survey results at either a high-level or individual employee level. Reporting & Dashboards Survey results can be visualized and reported on in real time, with manager dashboards and automated reporting tools. Reports can be customized and distributed to aid in organizational improvement and employee performance reviews. Interoperability Connects to external systems and applications as needed to complete team workflows. Show More ##### ## Platform Content (4) Employee Pulse Surveys Distribute short, customizable culture-focused surveys or polls to employees to measure the various factors of employee engagement, including job, environment, and pay satisfaction. Survey Customization Customize various components of surveys, including individual questions, distribution frequency, audience size, and anonymity. Goal and Challenge Creation Set professional and personal goals with customizable due dates and milestones within the system. Share these goals with other users and track and measure performance using built in tools. Science-based templates Provides content templates built by academics and/or practitioners and leverage science and research. Show More ##### ## Platform Additional Functionality (4) Employee Segmenting Segment employees according to factors such as location, demographics, and position. Distribute surveys and filter survey results according to employee segments. Goal and Challenge Creation Set professional and personal goals with customizable due dates and milestones within the system. Share these goals with other users and track and measure performance using built in tools. Peer Recognition Send and receive recognition in the form of digital badges, awards, or messages to colleagues, employees, and managers. Recognition is displayed in real time in the platform on a live activity feed. Social Feedback Portal Communicate with team members and managers through a built-in customizable web portal. Users can communicate 1 on 1 with each other, and can ask questions, share frustrations, and make suggestions with varying degrees of anonymity. Show More ##### ## Task Creation (4) Creation & Assignment Create and assign tasks for individual users with details and due dates. Due Dates Set deadlines and milestones for tasks, manually or automatically (based on project templates). Drag & Drop Users can move tasks and change dependencies using drag and drop. Mass Updates Allows users to update multiple tasks at the same time, accross multiple projects. Show More ##### ## Task Management (4) Task Prioritization Set priority levels on tasks so individuals can organize their work. To-Do Lists Each user can view their list of tasks to be completed without having access to other tasks. Dependencies Define dependencies between tasks and the rules to manage them. Recurring Tasks Define recurring tasks that can be scheduled automatically at pre-defined intervals. Show More ##### ## Earned Value (3) Baseline Define cost and schedule baselines that can be used to track performance. Calculations Automatically calculate Schedule Performance Index (SPI) and Cost Performance Index (CPI). Best Practices Include best practices to ensure compliance with industry and PMI standards. Show More ##### ## Performance (4) Data Import Import project performance data from project management and financial software. Planned Value Track planned value or budget cost of work scheduled (BCWS). KPIs Provide KPIs such as Actual cost of work or Budgeted Cost of Work. Variance Analysis Identify variances between estimated and actual costs and schedules. Show More ##### ## Integration (3) Project Management Provide integration with project management software. PPM Integrate with Project, Portfolio & Program Management software. Finance Provide integration with accounting software and ERP systems. Show More ##### ## Performance reviews (3) 360 Reviews Facilitates 360-degree feedback between managers, employees, and peers. Customizable Forms Provides customizable employee review forms and questions. Review Status Tracking Tracks completion status of employee reviews. Show More ##### ## Goals (2) Goal-Setting Facilitates goal-setting for individual employees and tracks progress toward goals. Company Goals And OKRs Manages high-level company priorities or Objectives and Key Results (OKRs) and aligns them with employee goals. Show More ##### ## Feedback (4) Continuous Feedback Collects continuous feedback for employees; facilitates recording and storage of ongoing notes about each individual’s performance. Requesting Feedback Allows employees or managers to request feedback from other employees. 1-On-1 Meetings Facilitates check-ins or 1-on-1 meetings between managers and employees, including managing agendas, action items, or notes. Public Praise Provides a forum for employees or managers to deliver public praise for exceptional employee performance. Show More ##### ## Data (2) Dashboards And Reports Generates in-depth visual dashboards and reports based on employee performance data. Historical Data Retains historical performance review data or integrates with third-party applications where historical data can be maintained. Show More ##### ## Execute (4) Performance Track the performance of strategy execution tasks and identity opportunities for improvement Communication Clearly communicate how strategy plans should be implemented accross all departments of the company Alignment Align all staheholders involved to improve collaboration, visibility, and performance Performance Track the performance of strategy execution tasks and identity opportunities for improvement Show More ##### ## Generative AI (2) AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. Show More ##### ## Strategy - Project and Portfolio Management (10) Simulation Simulate the outcomes of various business case scenarios and mix of projects Tracking Monitor the efficiency of strategic plans and how they are impacted by projects and portfolios Planning Create plans to implement activities to achieve strategic objectives Objectives Define strategic objectives related to project and portfolio management Visiblity Provide a 360 view of all projects and portfolios and their corresponding strategies Alignment Align project and portfolios with the strategic objectives of the company Risk Management Mitigate risks related to projects and portfolios that may impact strategic objectives Implementation Deploy strategic planning to project and portfolio management activities Optimization Help with continuous improvement and to adapt to strategy updates and market changes Prioritization Assign priorities to projects and portfolios based on strategic objectives Show More ##### ## Strategic Planning - Strategic Portfolio Management (8) Objectives Define strategic objectives related to project and portfolio management Roadmaps Support the creation of roadmaps that visualize the timeline and interdependencies of various portfolio elements Demand management Capture, evaluate, and prioritize demand from different parts of the organization, ensuring that resources are allocated to the most valuable initiatives. Resource Planning Assist with dynamic portfolio-level resource planning and what-if scenario modeling Planning Create plans to implement activities to achieve strategic objectives Simulation Simulate the outcomes of various business case scenarios and mix of projects Prioritization Assign priorities to projects and portfolios based on strategic objectives Alignment Align project and portfolios with the strategic objectives of the company Show More ##### ## Strategic Management - Strategic Portfolio Management (8) Visiblity Provide a 360 view of all projects and portfolios and their corresponding strategies Tracking Monitor the efficiency of strategic plans and how they are impacted by projects and portfolios Risk Management Mitigate risks related to projects and portfolios that may impact strategic objectives Implementation Deploy strategic planning to project and portfolio management activities Change Management Facilitate the process of managing changes within the portfolio, including scope changes, resource adjustments, and schedule updates Optimization Help with continuous improvement and to adapt to strategy updates and market changes Strategy Model Provide pre-defined strategy models that can be customized and combined by users Frameworks Support multiple strategy frameworks such as Balanced scorecard and OKR Show More ##### ## Data Analysis - Strategic Portfolio Management (3) ESG Impact Track environmental, social, and governance (ESG) metrics related to portfolios, such as gas emissions or diversity and inclusion Financial Performance Track the financial performance of portfolios in terms of cost savings, productivity improvements and increasd revenues Forecasting Enable forecasting future performance, resource requirements, and potential risks and opportunities Show More ##### ## Artificial Intelligence - Strategic Portfolio Management (3) Process Intelligence Optimize workflows and processes using machine learning and natural language processing (NLP) Predictive Insights Use artificial intelligence to provide intelligent strategy modelling and proactive risk assessment Virtual Agents Provide an intelligent chatbot or virtual assistant that can answer questions, provide support, and automate tasks related to portfolio management Show More ##### ## Agentic AI - Performance Management (2) Multi-step Planning Ability to break down and plan multi-step processes Natural Language Interaction Engages in human-like conversation for task delegation Show More ##### ## Agentic AI - Objectives and Key Results (OKR) (2) Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ## Top-Rated Alternatives [ ![Perdoo](https://images.g2crowd.com/uploads/product/hd_favicon/5dd648a4820c4ff709c3aee826d31d84/perdoo.svg "Perdoo") Perdoo 4.4/5 (536) ](https://www.g2.com/products/perdoo/reviews) [ ![Lattice](https://images.g2crowd.com/uploads/product/hd_favicon/d35a73882df34532d777206f6f11eaa8/lattice-lattice.svg "Lattice") Lattice 4.7/5 (3,937) ](https://www.g2.com/products/lattice-lattice/reviews) [ ![Leapsome](https://images.g2crowd.com/uploads/product/hd_favicon/443b2f16a8c137624357605baeb1b528/leapsome.svg "Leapsome") Leapsome 4.8/5 (2,408) ](https://www.g2.com/products/leapsome/reviews) [ View All Alternatives ](https://www.g2.com/products/profit-co/competitors/alternatives) ## Technology Glossary Features View full feature definition View definitions of the features and discover new technology terms. [View Glossary](/glossary) [To-Do Lists](/glossary/to-do-lists) To-do lists are organized task lists that help prioritize work and boost productivity. Explore the benefits and best practices of making a to-do list. [Peer Recognition](/glossary/peer-recognition) Peer recognition is how colleagues express appreciation to one another. Learn more about the benefits of a peer recognition program and its best practices. 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