This is what Roughly Right is about

Roughly Right was created to meet the needs of agencies, and to lessen the gap between the operations and finance teams.

Through shining a light and clarifying the crucial insights and processes, Roughly Right creates an understanding with a wider audience. Profitability is created through teamwork.

Roughly Right also creates a proactive flow through combining insights of the past with a forecast of the future.

Read on for a quick list of the most important features.

Projects

It all starts with projects

Add your budget, check your profitability.
Create a proposal.
Send to your client and get approval.
Follow up on hours, acitivities and external costs.
Invoicing and revenue recognizion.

Forecast AND REVENUE PLAN

Agency fee overview

Keep track of the revenue forecast.
Distribute budgets over time.
Decide on allocation and revenue recoginzion.
Follw up on clients and teams.

time

Smooth time tracking

Easy and flexible time tracking.
Team members can confirm hours based on the planning, or adjust according to what really happened.
Track internal time and absence.

Planning

Planning of projects and time

Assign your project budget to individual team members and plan when they spend time.
See client hours per individual and across teams.
Combine planning with time tracking for better forecasts.

AGENCY INSIGHTS

Customized dashboards

Visualize profitability trends per client
Create custom dashboards for account teams, creatives, or operations
Track effective hourly rates
Measure utilization across your agency in real time

Invoicing

Easy invoicing

Set up an invoicing plan
Invoice fixed price, by the hour, or for any project-related purchases
Import hours, group them, and skip unnecessary details
Edit contact information while invoicing
Easy PDF preview

Fortnox

Integrate with Fortnox

Sync clients and projects
Keep track of project expenses
Invoice and follow up
Export payroll data
Create accounting records

MARATHON

Integrate with Marathon

Connect clients and projects
Import purchases from Marathon
Create invoice drafts in Marathon
Import time, team members, etc.