The Spring 2020 Release of Estimator is Here

April 8, 2020 Yoni Barkan

Appirio is committed to delivering best in class consulting experiences and software tools. To that end, we are pleased to announce the latest release of Estimator, our scoping and estimating app.   

Estimator has been instrumental in our success and last Fall, we formally launched Estimator and it is now available in the Salesforce AppExchange! 

Estimator is a dynamic, intuitive app that works on the Salesforce platform. The tool speeds up and simplifies the Professional Services scoping and estimating process. And while it works on the Salesforce platform, it is an extremely powerful tool for scoping and estimating any Professional Services project. 

This new release includes support for multiple time frequencies, efficient ways to add and manage costs and expenses within the timeline, expanded detailed Milestone management, resource filtering on the timeline, support for multiple currencies – all on one timeline, and performance improvements. 

Timelines Now Support Monthly, Quarterly, and Yearly Frequencies 

In the Timeline, new time frequencies are now available. Choose from weekly, monthly, quarterly, and yearly giving you flexibility to create a variety of timelines.  

Ability to Capture Detailed Travel & Expenses and Other Costs 

When creating a timeline, you can now add detailed travel & expenses and other costs right to your timeline and in the associated time period. Above the timeline, see the ASM (As-Sold-Margin) impact, giving you the ability to adjust your expenses to align with your budget. 

More Detailed Milestone Management 

Milestone handling has been improved. You can now add details to your Milestones in a new pop-up window. Available milestones types include Invoicing, Revenue, and Deliverables. Once added, simply rollover the milestone to view the details. 

Resource Filtering on the Timeline 

To ease the management of your assigned resources, use the new filter icon in the timeline to see your resources by Practice, Region, or Currency. 

Support for Rate Cards with Multiple Currencies on One Timeline 

You can add resources in multiple currencies on one timeline. Estimator also supports both onshore and offshore rates and calculates totals for both including a blended rate total.  

Performance Improvements 

To continuously improve your experience, this release includes enhancements to the overall performance of the Estimator app. 

Estimator is a powerful scoping and estimating tool that can improve your speed and accuracy.  And it just got even better!  

Want to learn more? Schedule a demo with us. We’ll show you how Estimator takes the guesswork out of creating accurate estimates.   

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About the Author

Yoni Barkan

Yoni Barkan is Appirio’s VP of Products and Innovation and loves to explore new ways to leverage cloud solutions to close the experience gap. Yoni’s work has been focused within the CRM space since 2003 and includes projects ranging from education to manufacturing to government. He spent many years documenting scope, building timelines, allocating resources and pricing projects with Estimator. Yoni now lives in Park Slope, Brooklyn (the land of strollers and dogs), with his two children, lovely wife, and cuddly little 85-pound pit bull. He was born, raised, and educated in California. (Go Bears!)

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