New Updates to KPI & Finance Tracking in Everest
Improvement
Announcement
As Everest continues evolving into a more data-driven and performance-focused system, we’ve introduced a few new fields to improve how we track KPIs and business contribution.
These updates are designed to make reporting more accurate, meaningful, and future-ready.
What’s New?
Budget Margin at Job Config Level
Jobs can now include a Budget Margin configuration.
This will help us:
- Better measure project profitability
- Improve KPI calculations
- Compare planned vs actual financial performance
- Build more accurate operational insights
“Attributed To” Field for Billables
Every billable can now be linked to the person who contributed to bringing that business in.
Think of it as:
“Who helped make this billable happen?”
This addition helps create:
- Better ownership visibility
- Cleaner revenue attribution
- Stronger contribution-based KPI tracking
- More transparent business impact metrics
Why This Matters
Everest is gradually moving beyond just project and timesheet management. These updates help us build a stronger foundation for:
- KPI dashboards
- Performance analytics
- Revenue insights
- Financial reporting
- Contribution tracking
Small fields. Big impact.