• Projects 22
  • Rating 5.0
  • Rating 5 241

Budget: 27000 UAH Deadline: 20 days

ANALYTICS
Hello! I am the project manager of Business Atlas. We are not just CRM specialists, but architects of business processes. Our philosophy: "System. Control. Result." For your network, we will create not just a "call center," but a full-fledged management tool that will free you from operational routine.
Here’s how we will solve the task:
1. Profit calculation:
We will apply the principle of "source of truth," consolidating all flows into a single system (Airtable or CRM architecture), where each boarding house is a separate financial center. The system will automatically calculate net profit, income, and expenses per person in real-time, separating variable (food, medicine) and fixed costs.
2. Dashboard appearance:
You will receive an "owner's screen" with interactive indicators:
• Occupancy: a visual scale of bed-places for each house.
• Financial "health": clear figures of income, expenses, and margin.
• Problem areas: red indicators if expenses per person exceed the norm or occupancy drops. Automation through n8n will update data without your involvement.

Power BI dashboard for the manager
  • Projects -
  • Rating -
  • Rating 207

Budget: 27000 UAH Deadline: 30 days

ANALYTICS

1. How do I calculate profit for the property?

Profit = Revenue − Direct expenses − Share of total expenses

• Revenue: payments from residents (for accommodation, care, additional services) — separately for each building
• Direct expenses: staff salaries for the property, food, medications, utilities
• Total expenses (management, accounting, advertising) — distributed proportionally to the number of residents or revenue
• I calculate: EBITDA for the property, revenue/expenses per resident, margin

Tetyana O.

Tetyana O.

Winning proposal
4 0
  • Projects 4
  • Rating 5.0
  • Rating 2 174

Budget: 5000 UAH Deadline: 7 days

ANALYTICS

Hello! I have carefully studied your request. You need not just a "CRM configurator," but a management systems architect who understands business logic and numbers. I specialize in developing personalized solutions that transform fragmented data into a transparent decision-making tool.

Here are my answers to your questions:

1. How will I calculate profit per facility?
I will build a comprehensive financial accounting system where profit will be calculated using the P&L (Profit and Loss) method in real-time:

Revenue: automatic accounting of income from each resident.

  • Projects 4
  • Rating -
  • Rating 1 195

Budget: 27000 UAH Deadline: 30 days

ANALYTICS

Hello!

I understand the task — you need not a CRM, but a management accounting system that provides a complete picture of the business in real time.

I will calculate the profit per object through the difference between the total payments from residents and the direct expenses of each building separately (staff, food, utilities, medications, etc.), highlighting income and expenses per person for comparison between objects.

The dashboard will look like a single screen with indicators for each of the 4 boarding houses and summarized figures: number of residents, occupancy rate in %, income, expenses, profit — all in one place without the need to enter tables.

  • Projects -
  • Rating -
  • Rating 132

Budget: 27000 UAH Deadline: 15 days

ANALYTICS
I have many years of experience as a financial director (you can review it on my page).
I have been involved in setting up accounting in many companies.
1) Financial structure - defining accounting items - determining the form of the P&L report - collecting a trial actual budget - approval - planning the budget for the upcoming months
Adapting accounting to the needs of management accounting
2) The main analytics needed by the owner initially in Google Sheets, then it is necessary to find a convenient tool considering quality/price
3) Based on the budgets, it is necessary to gather the cost per person/day and analyze for weaknesses
I have described it very schematically - we can discuss the details.

  • Projects -
  • Rating -
  • Rating 457

Budget: 27000 UAH Deadline: 20 days

ANALYTICS

Hello! I specialize in building business management systems where numbers become tools for decision-making rather than just statistics. Your request is not about IT setup, but about creating a Business Intelligence model for a network business.

Here are specific answers to your questions:

How to calculate profit per object?
I use the accrual basis method. We will divide expenses into fixed (rent, administrative staff) and variable (food, medicine, care per person). This will allow us to see the real margin of each bed space, rather than just the cash balance.

What will the dashboard look like?

  • Projects -
  • Rating -
  • Rating 613

Budget: 27000 UAH Deadline: 30 days

ANALYTICS

Hello, Igor. I am offering not just a CRM, but a working management system for your network based on OneBox OS. I use my ready-made set of processes, which significantly speeds up the launch.

Answers to your questions:

How we calculate profit: We set up each house as a separate financial center. The system calculates the difference: all income from residents minus expenses for this specific property (food, medicine, salaries, utilities).

Dashboard: One screen where for each of the 4 houses you can see:

  • Projects 130
  • Rating 5.0
  • Rating 10 312

Budget: 27000 UAH Deadline: 7 days

ANALYTICS

Good day!

Your task is about management accounting and a transparent financial model, not just CRM. This is exactly the kind of tasks I work on.

I suggest starting with an audit: I will analyze the current accounting, identify weak points, and propose a structure for the financial model and system.

Next - step-by-step implementation.

  • Projects 104
  • Rating 5.0
  • Rating 4 461

Budget: 27000 UAH Deadline: 1 day

Analytics.
Hello. I have the necessary experience and skills. I work as a risk manager in a bank. I have experience working as an analyst in an international company. I will be able to answer your questions during a personal conversation.

  • Projects 10
  • Rating 5.0
  • Rating 2 380

Budget: 27000 UAH Deadline: 1 day

Analytics
Hello, Igor, I am ready to help you with your project,
1) Profit for the object is calculated as the difference between the total income for the object and the total expenses for the object
P = TI - TE
2) I will create a dashboard for each object taking into account expenses and profits, I am ready to discuss the desired format with you
3) I will identify losses by conducting a detailed audit of your processes and financial indicators

4) budget 1000€

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