[ 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 (68) 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. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Mobile Access Access software remotely via mobile devices Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Training Management Track employee/learner's progression through training programs Goal Management Allows employees to set and manage work or career related goals Feedback Management Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Action Management Detailed plan including steps, milestones, assignments, and timeline needed to complete a project, strategy or goal Mobile Access Access software remotely via mobile devices Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Benefits Dashboard Use a dashboard to view benefits that are selected by employees or offered by employers Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Feedback Management Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Recruitment Management Tools to find, assess, and hire suitable candidates for a job within an organization Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Training Management Track employee/learner's progression through training programs Calendar Management Track and manage schedules and meetings via an integrated calendar Employee Management Track employee schedules, availability, and performance across projects and tasks Orientation Workflow Management Create orientation programs for new employees or students Task Management Create, manage and track all task activities and progression HR Management Automates core HR functions such as talent management, employee evaluation and learning management Help Desk Management Managing service requests, incidents, IT issues & support with a ticketing system Mobile Access Access software remotely via mobile devices Payroll Management Manage employee salary processes, data, taxes, and records administration efficiently Document Management Store, manage, and track all electronic documents in a centralized location Job Description Management Create, share, and manage the distribution of job descriptions/duties Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Mobile Access Access software remotely via mobile devices Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Third-Party Integrations Set up connections to third-party platforms to improve business processes Assessment Management Creation, administration, and evaluation of assessments or tests Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Mobile Access Access software remotely via mobile devices Third-Party Integration Addition of necessary external data, applications, tools, or features Initiative Management Create and manage internal campaigns to improve company culture or business strategy. Workflow Management Create, design and manage workflows for repetitive tasks Community Management Enable students, customers or employees to engage with each other in a particular space online or offline Employee Referral Management Manage and track employee referrals for open job positions Candidate Management Build, track, and maintain relationships with candidates Workflow Management Create, design and manage workflows for repetitive tasks Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Advertising Management Manage advertising space and its sales within your network or publication Application Management Track, manage and store the applications of potential future members, customers or candidates Email Management Manage, store and organize emails within the system or via third-party apps Job Management Manage and track all job information and associated tasks Discount Management Track products that are for sale at a reduced price or part of coupon promotions Pipeline Management Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. File Management Create, save, and store files Job Management Manage and track all job information and associated tasks Data Storage Management Manage and store data in a database Compensation Management Manages compensation such as salary, bonus, and benefits processes, aligning with policies Employee Management Track employee schedules, availability, and performance across projects and tasks Job Application Management HR Management Automates core HR functions such as talent management, employee evaluation and learning management Competency Management Catalog, manage, and develop employee skill sets Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Job Description Management Create, share, and manage the distribution of job descriptions/duties Evaluation Management Create, share, and manage the distribution of job descriptions/duties User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## Portfolio Management (5) 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. Resource Allocation & Planning Assign available resources (human and/or non-human) to various projects and tasks Show More ##### ## Project Management (6) 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. Deadline Management Specify or track the date/time a project, task, etc., is due for completion Calendar Management Track and manage schedules and meetings via an integrated calendar Change Management Track and monitor efficient handling of all changes/transitions 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 (5) 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 Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Show More ##### ## Plan (8) 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. Strategic Planning At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them Project Planning Organize and schedule projects Scenario Planning Develop potential scenarios to identify risks and opportunities Activity Planning Show More ##### ## Optimize (8) 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). Status Tracking Track the status over time for a request, process, asset, or transaction Task Progress Tracking Track the status and progress of tasks Activity Tracking Track and document all activities across devices, networks, and other systems Milestone Tracking Monitor task progress and planned accomplishments to better manage project status Goal Setting/Tracking Establish measurable goals and objectives and track their progress over a specific period of time Show More ##### ## Communication (4) 360 Degree Feedback Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager 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 (5) 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. Collaboration Tools Provides a channel for team members to share media files, communicate, and work together 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 (5) 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. Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Show More ##### ## Platform Additional Functionality (7) 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. Employee Portal Online portal where employees can access and track their own information Surveys & Feedback Gauge satisfaction and receive information for improvement and success Peer-to-Peer Recognition Allows employees to praise one another in a social network-like feed visible to the whole organization 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 (5) 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. Project Templates Pre-designed project plans that can be customized 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 (5) 360 Reviews Facilitates 360-degree feedback between managers, employees, and peers. Customizable Forms Provides customizable employee review forms and questions. Review Cycle Tracking Follow the progression of a task associated with performance reviews Ongoing Performance Tracking Provides real-time feedback and assessments on employee performance, skills, and accomplishments Applicant Tracking Find and manage potential candidates and their applications and resumes through the recruiting life cycle Show More ##### ## Goals (2) Goal Setting/Tracking Establish measurable goals and objectives and track their progress over a specific period of time Company Goals And OKRs Manages high-level company priorities or Objectives and Key Results (OKRs) and aligns them with employee goals. Show More ##### ## Feedback (6) 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. Surveys & Feedback Gauge satisfaction and receive information for improvement and success 360 Degree Feedback Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager Show More ##### ## Data (4) 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. Customizable Reports Alter the layout and content of reports Real-Time Data Receive data and information in real time 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 (3) 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. Generative AI Use AI to generate content in the form of text, images, videos, etc. Show More ##### ## Strategy - Project and Portfolio Management (25) 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 Timesheet Management Track the amount of time spent on a job or task Workflow Management Create, design and manage workflows for repetitive tasks Resource Management Process of planning, scheduling and executing the optimal and effective use of human capital across projects Task Management Create, manage and track all task activities and progression Requirements Management Enables creation, management, and tracking of product requirements & features during product production/development Assignment Management Assign issues and tasks based on availability or required skills Document Management Store, manage, and track all electronic documents in a centralized location Project Time Tracking Measure time to completion or hours worked for projects Status Tracking Track the status over time for a request, process, asset, or transaction Progress Tracking Reporting on how each user, task or process has advanced since its initiation Time & Expense Tracking Log and record hours worked and costs spent to assist in billing and invoicing Project Tracking Monitor the progress of projects from start to finish ROI Tracking Monitor conversion rates and analyze effectiveness and profitability of marketing efforts Activity Tracking Track and document all activities across devices, networks, and other systems Portfolio Management Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk 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 (3) Succession Planning Manages talent pool to ensure key indivduals are being prepared for key roles. 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 ##### ## Additional Functionality (208) Real-Time Reporting Active reporting of data and metrics Customizable Branding Add customized logos and colors to align with company branding Rewards Program Point or incentive based programs loyalty programs designed to increase customer engagement Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Learning & Development Facilitate training materials that help employees grow and progress in their positions Social Engagement Process of communicating with an online community and measuring the effectiveness of activity Chat/Messaging Communicate using direct chat or messages within the system Customizable Questions Tailored or customizable questions for more targeted and relevant data collection Customizable Reports Alter the layout and content of reports Commenting/Notes Leave comments and notes on documents for others to view Engagement Tracking Tracks metrics that provide insight into how a user interacts with any interface or product Generative AI Use AI to generate content in the form of text, images, videos, etc. Employee Profiles Centralized storage for employee data, records, and performance metrics Question Library Pre-written repository of questions that can be reused within a course or for assessment or interviews Gamification Games or game-like elements to track progress and reward accomplishments Real-Time Data Receive data and information in real time Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Scoring Automatically calculate score after the assessment AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Offboarding Closing out contracts by reviewing contract/project completion, finalizing payments, and ensuring terms and compliance as been achieved Visual Analytics Interact with data visualization elements, such as charts and graphs, to drill down into data Employee Onboarding Process of familiarizing new employees with the company, their position, and responsibilities Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Employee Database Electronic storage of staff/employee contact information and job status in a centralized repository Employee Portal Online portal where employees can access and track their own information Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Generative AI Use AI to generate content in the form of text, images, videos, etc. Employee Management Track employee schedules, availability, and performance across projects and tasks Employee Profiles Centralized storage for employee data, records, and performance metrics Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Weighted Performance Measures Assess skills, outcomes and results using preset metrics and averages Third-Party Integrations Set up connections to third-party platforms to improve business processes Peer Appraisals Peer/teammate feedback and review on individual's performance Personalization and Recommendation Generative AI models can create personalized recommendations for users based on their preferences and behavior. Compensation Management Manages compensation such as salary, bonus, and benefits processes, aligning with policies Performance Appraisal Evaluation process that provides feedback on an employee's job performance Individual Development Plans Document completed by employee to assist with career and personal development to reach short term and long term goals Self Assessment An individual's evaluation of his or her own strengths, weaknesses, and skills Skills Assessment Observe employees over a period of time to gain an understanding of their abilities to perform certain tasks Performance Review Management Create, fill out, and send performance reviews to individual employees Document Management Store, manage, and track all electronic documents in a centralized location Workflow Management Create, design and manage workflows for repetitive tasks Training Management Track employee/learner's progression through training programs Employee Database Electronic storage of staff/employee contact information and job status in a centralized repository Approval Process Control Manage the process of evaluating documents or requests submitted for approval AI Summarization Uses AI to condense large amounts of text, audio, or video data into a coherent form Competency Management Catalog, manage, and develop employee skill sets API Application programming interface that allows for integration with other systems/databases Employee Recognition Acknowledge and reward employees for reaching specific goals and/or for exemplary performance Onboarding Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service Career Development Process of enhancing skills & experiences for continuous professional growth & advancement Customizable Branding Add customized logos and colors to align with company branding Reminders Timed notification for any upcoming task, deadline, appointment, or activity Employee Engagement Tools to improve and measure employee satisfaction and involvement Learning & Development Facilitate training materials that help employees grow and progress in their positions Workflow Automation Streamlining repetitive tasks and activities through automated and predefined workflows Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Gantt/Timeline View Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Task Tagging Add labels or tags to tasks Spreadsheet View UI looks like a spreadsheet Task Scheduling Track and manage the scheduling of tasks Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Email-to-Task Conversion Convert emails into tasks Project Tracking Monitor the progress of projects from start to finish Time Tracking Measure and track time including hours worked and paid time off (PTO) Sub-Task Management Split and manage tasks into individual components Task Progress Tracking Track the status and progress of tasks Third-Party Integrations Set up connections to third-party platforms to improve business processes Calendar Management Track and manage schedules and meetings via an integrated calendar Mobile Access Access software remotely via mobile devices Task Editing Edit task information and all related elements Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Deadline Management Specify or track the date/time a project, task, etc., is due for completion API Application programming interface that allows for integration with other systems/databases Dependency Tracking Track and manage task relationships and dependencies Document Management Store, manage, and track all electronic documents in a centralized location Assignment Management Assign issues and tasks based on availability or required skills Project Planning Organize and schedule projects Task Board View UI looks like task board Workflow Management Create, design and manage workflows for repetitive tasks Activity Tracking Track and document all activities across devices, networks, and other systems Commenting/Notes Leave comments and notes on documents for others to view Resource Management Process of planning, scheduling and executing the optimal and effective use of human capital across projects Task Import Import tasks from external sources Dashboard Assembly of graphs and charts for visualizing and tracking statistics/metrics Access Controls/Permissions Define levels of authorization for access to specific files or systems Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Budgeting/Forecasting Create budgets based on historical data and future projections Kanban Board Visualization tool to organize and optimize tasks and track their status at every stage of workflow Projections Estimate or forecast of a future scenario based on the study of present trends Demand Forecasting Forecast customer demand using historical insights and simulations Multiple Projects Ability to handle several projects simultaneously Third-Party Integrations Set up connections to third-party platforms to improve business processes Customizable Fields Customize data fields to support various needs and use cases Customizable Reports Alter the layout and content of reports AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data API Application programming interface that allows for integration with other systems/databases Project Templates Pre-designed project plans that can be customized Commenting/Notes Leave comments and notes on documents for others to view Dashboard Assembly of graphs and charts for visualizing and tracking statistics/metrics Gantt/Timeline View Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies Agile Methodologies Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more Planning Tools Real-Time Updates Receive system updates as soon as any changes are made Project Workflow Create, manage, or update project workflows. Task Scheduling Track and manage the scheduling of tasks Generative AI Use AI to generate content in the form of text, images, videos, etc. Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Trend Analysis Review data from past periods to reveal recurring tendencies and predict future performance KPI Monitoring Tracking the status of previously identified performance measurements Visual Analytics Interact with data visualization elements, such as charts and graphs, to drill down into data Financial Management Plan, manage, and track the financial activities of an individual or organization Budgeting/Forecasting Create budgets based on historical data and future projections Workflow Management Create, design and manage workflows for repetitive tasks Data Visualization Graphical representation of data Collaboration Tools Provides a channel for team members to share media files, communicate, and work together AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Ad hoc Reporting Generate one-off reports that meet information requirements Data Management Ability to handle large datasets Scorecards Visual representation of performance data, enabling users to monitor progress, identify trends, and make data-driven decisions Secure Data Storage Securely stores data to prevent data loss or breaches Trend/Problem Indicators Visually identify direction of development and areas that require attention Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Dashboard Assembly of graphs and charts for visualizing and tracking statistics/metrics Self Service Data Preparation Access, combine, transform, and store data without the help of an IT department Generative AI Use AI to generate content in the form of text, images, videos, etc. Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Data Import/Export Import and export data to and from software applications "What If" Scenarios Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities Benchmarking Compare key metrics for the business against prominent players in the industry Third-Party Integrations Set up connections to third-party platforms to improve business processes Data Extraction Automatically retrieve and pull information from documents, websites, images, data sets, and other sources Data Integration Combining data from different sources and providing a unified view Predictive Analytics Predict future data based on historical data sets Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Prioritization Arrange tasks based on the level of priority or urgency Financial Analysis Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Projections Estimate or forecast of a future scenario based on the study of present trends Dashboard Creation Creation and customization of dashboards Document Management Store, manage, and track all electronic documents in a centralized location Planning Tools Idea Management Create, collect, discuss, improve, and evaluate insights or alternative thinking before starting projects Progress Reports Document and report the progress of ongoing projects Customizable Reports Alter the layout and content of reports Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Real-Time Reporting Active reporting of data and metrics Commenting/Notes Leave comments and notes on documents for others to view Template Management Create, save, and re-purpose templates for emails, forms, etc. Roadmapping Identifying desired outcomes and important milestones and creating a plan on how to achieve them Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Forecasting Form predictions based on past and present data/trends Task Management Create, manage and track all task activities and progression Project Accounting Manage and track financials on a project-to-project basis Modeling & Simulation Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making Single Sign On Allow users to access multiple services after entering their login credentials once API Application programming interface that allows for integration with other systems/databases Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Real-Time Data Receive data and information in real time Charting Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. Gantt/Timeline View Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies Sales Forecasting Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. Negative Feedback Management Identify, track, and respond to negative feedback Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Reminders Timed notification for any upcoming task, deadline, appointment, or activity Real-Time Reporting Active reporting of data and metrics Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Employee Profiles Centralized storage for employee data, records, and performance metrics Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Feedback Management Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Task Progress Tracking Track the status and progress of tasks Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Prioritization Arrange tasks based on the level of priority or urgency Activity Tracking Track and document all activities across devices, networks, and other systems Customizable Reports Alter the layout and content of reports Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Progress Tracking Reporting on how each user, task or process has advanced since its initiation Project Planning Organize and schedule projects Data Visualization Graphical representation of data Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria API Application programming interface that allows for integration with other systems/databases Goal Setting/Tracking Establish measurable goals and objectives and track their progress over a specific period of time Task Management Create, manage and track all task activities and progression Real-Time Updates Receive system updates as soon as any changes are made Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Progress Reports Document and report the progress of ongoing projects Single Sign On Allow users to access multiple services after entering their login credentials once Goal Management Allows employees to set and manage work or career related goals Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Customizable Dashboard Alter the layout and content of dashboards Real-Time Data Receive data and information in real time AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Strategic Planning At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them Generative AI Use AI to generate content in the form of text, images, videos, etc. Workflow Management Create, design and manage workflows for repetitive tasks Configurable Workflow Configure existing workflows to meet your organization's needs Document Storage Store and organize documents in a centralized system Template Management Create, save, and re-purpose templates for emails, forms, etc. Commenting/Notes Leave comments and notes on documents for others to view KPI Monitoring Tracking the status of previously identified performance measurements Employee Management Track employee schedules, availability, and performance across projects and tasks Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Show More ## Top-Rated Alternatives [ ![Perdoo](https://images.g2crowd.com/uploads/product/hd_favicon/5dd648a4820c4ff709c3aee826d31d84/perdoo.svg "Perdoo") Perdoo 4.4/5(545) ](https://www.g2.com/products/perdoo/reviews) [ ![Lattice](https://images.g2crowd.com/uploads/product/hd_favicon/d35a73882df34532d777206f6f11eaa8/lattice-lattice.svg "Lattice") Lattice 4.6/5(4,117) ](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(2,540) ](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) [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. [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. 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