Pre-sales project planning

Price projects from the team you'd staff

Managed Margin is project pricing software for consulting and professional-services teams. Pick the roles, enter your price, and see the margin left after cost, commission and overhead.

The weekly resource grid in Managed Margin, with three roles booked at different percentages across four weeks

Roles on the left, weeks across the top, and the share of each week each one is booked.

Start with the team, not a hopeful number

Choose the roles, say how much of each month they take, and Managed Margin turns that into a project cost estimate. Anyone reviewing the price can see what produced it.

Say who you would staff

The role, where they sit, and how much of their month the job takes, month by month across the proposal.

Cost it on real rates

It uses the rates your Owner or Admin approved. Presales gets the margin without ever seeing what people are paid.

Keep every version

A different team mix, a different price, a different timeline — save them all and put them next to each other.

Controlled inputs

Everyone works from the same cost rates

An Owner or Admin sets what each role costs. Two people pricing the same job get the same answer, and neither has to see a payroll figure to do it.

  • Rates are set in one place, not copied between files.
  • Separate rates for onshore and offshore versions of a role.
  • Change a rate and every new price picks it up.
Entering hourly cost per role in Managed Margin, by experience level, specialization and onshore or offshore location

Setting the hourly cost for each seniority, skill and location. Owners and Admins only.

What moves the margin

Every saved option keeps its own team, price and duration.

QuestionWhat you enter or seeWhat it helps you decide
Who is on the job?Each role's seniority, skill, location and share of the month.Whether this team could really deliver it.
What are you charging?The price you intend to quote for this option.Whether that price covers what the team costs.
How is the margin worked out?Your price, minus commission, minus the team's cost, minus overhead.Comparing options on identical arithmetic.
What happens to the one you pick?It becomes the project's budget and list of roles to fill.Moving to delivery without retyping anything.

What the number means — and what it doesn't

It is arithmetic on what you typed in. No AI, no forecast. If your hours are optimistic, the margin will be too.

See a worked resource-loading pricing example with roles, hours, cost rates, commission, and overhead.

Where the percentage comes from

Your quoted price, the approved cost of the team, your commission and your overhead. Nothing else goes into it.

A person still checks it

Before anything is sent, the delivery lead decides whether that team and those hours are realistic.

Nothing goes live by itself

Choosing an option sets up the project's budget and roles. Someone still has to staff it and set it live.

Price your next job this way

Build a few options and send the strongest, with the hours behind it already agreed.