ContractPlan

Demo · about 3 minutes

See ContractPlan at work

Harbor Senior Services is a fictional agency with five city, county and foundation contracts. Watch the one-minute video, or scroll through what its director, finance lead and program managers see. Every screen is the real product, using the sample portfolio that comes with every trial.

  1. 01 of 8

    Every contract, and where it will land

    The home page lists each contract with what has been billed, where it will end the year at the current pace, and how many clients it needs. Harbor’s five contracts total $3.8M, and three are running more than 5% off pace.

    Portfolio page: $3,785,400 in contract value, $809,551 billed, $3,558,523 projected at period end, and a table of five contracts with pace and census.
  2. 02 of 8

    What needs attention comes first

    Open a contract and the top of the page says what to do next: a client data submission 14 days overdue, two open funder escalations, and a meals contract projected to finish $234,503 under its value.

    A home-delivered meals contract with a Needs attention list: an overdue report, funder escalations, a projected shortfall and a census gap.
  3. 03 of 8

    See the gap while there is time to close it

    The spend curve compares billing with an even pace to the contract value, and the dashed line shows where it is heading. Service counts from your case system fill in months not yet invoiced, so the projection doesn’t wait for billing to catch up.

    Spend curve: billed to date against an even pace to $2.4M, projected to land at $2.2M, above a list of monthly invoices and payments.
  4. 04 of 8

    Know how many clients it takes

    The census planner turns rates, missed services, clients leaving and the funder’s approval wait into two numbers: 977 active clients to spend this contract, and 98 referrals waiting for approval. Harbor has 827 and 53, so the program team knows how far there is to go. Change any assumption to see the effect.

    Census planner: 977 clients needed, 150 more than today, and 98 referrals needed in the approval pipeline, with the working shown step by step.
  5. 05 of 8

    Invoices arrive by email

    Each organization gets a private intake address. Forward invoices and payment notices to it, or copy it in wherever your accounting system sends invoices. ContractPlan reads each one and sets it up for you to confirm. Nothing is recorded until someone does.

    Inbox page showing the organization’s intake address (an example) and how to forward invoices to it.
  6. 06 of 8

    Every report and deadline, soonest first

    Reporting and compliance requirements from every contract in one list: client data submissions, narrative reports, insurance renewals and monthly invoices. Mark each one submitted when it goes out. A weekly email lists what is coming up.

    Reports and deadlines: one item 14 days overdue and eight due in the next 14 days, each with a Mark submitted button.
  7. 07 of 8

    One page for the director and the board

    The board view sums up the whole portfolio: contract value, billed to date, projected landing and projected unspent, with a bar for each contract. Print it or save it as a PDF for the board packet.

    Board view: four totals including $245,461 projected unspent, and a bar per contract showing billed against value.
  8. 08 of 8

    Share with the funder on your terms

    Give a program officer a read-only link to one contract: its value, billing to date, spend curve and reporting status, plus only the files you mark visible. Census, planner assumptions and notes stay private. A link can expire, and you can turn it off at any time.

    A contract’s files, each marked visible to the funder or private, and the form to create a read-only funder link.

Try it with your own contracts

Start a 30-day free trial with no card. Upload a contract and forward last month's invoice, or load the same sample portfolio and explore it first.

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