Pipeline
Money
On the web
Money, a tab on the pipeline, is the same number a Rules pricing action sets, read back: what a card is priced at against what its tracked time costs, by each editor's rate for their role.
Not captured yet
This picture is taken from the running app, not drawn by hand. Run npm run docs:shots to take it.
pipeline-money.png
The three tiles
| Tile | What it counts |
|---|---|
| Clients owe | This month's priced cards that are not still waiting on a sign-off. |
| You owe | This month's tracked time, costed at each person's role rate. |
| Net margin | Price minus cost, this month. |
Rates
Set a rate per role under Rules, the same role a person's Workload hours are set under. Time tracked against a card is costed at the rate of the role each assignee is booked under; someone with no rate set costs nothing, so the number is never a guess dressed as one.
By campaign, by editor
Every campaign's price, cost and margin, and every editor's finished cards, how often they beat their due date, and what the workspace owes them, the same on-time count Rules' least-loaded assignment reads.