Profit.co Features
Platform (8)
Customization
Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.
Integration APIs
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies.
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, and groups.
Performance
Is consistently available (uptime) and allows users to complete tasks reliably.
Mobility
Is accessible from a mobile device and by users on the go.
Reporting
Provides analytics tools that reveal important business metrics and track progress.
Dashboards
Creates dashboards to track information like open positions, current headcount, and recruiting pipeline.
Portfolio Management (4)
Portfolio Types
Define multiple types of portfolios for projects, programs, and services.
Planning
Plan activities and tasks across various portfolios or programs.
Alignment
Align different kinds of portfolios with business and financial goals.
Portfolio Mix
Create the optimal mix of portfolios to achieve operational and financial goals.
Project Management (3)
Dependencies
Manage dependencies between projects from one or multiple portfolios.
Priorities
Assign priorities for projects that are part of portfolios.
Lean Management
Include lean project management features and best practices.
Resource Management (3)
Definition
Identify human and material resources and assign them to projects and portfolios.
Allocation
Resources can be allocated and reallocated across multiple projects and portfolios.
Optimization
Improve resource utilization across various projects and portfolios.
Data & Analytics (4)
Data Consolidation
Consolidate project and portfolio data from separate sources.
Visualizations
Provide custom project and portfolio monitoring visualizations.
Performance
Monitor the performance of different types of portfolios.
Risk Analysis
Perform risk analysis at the portfolio or project level.
Prepare (4)
Strategy Map
Create and manage maps for multiple strategies at the department or company level.
Strategy Model
Provide pre-defined strategy models that can be customized and combined by users
Rules
Define rules to assign employees and resources to various strategic plans
Frameworks
Support multiple strategy frameworks such as Balanced scorecard and OKR
Plan (4)
Vision Statement
Adds values, mission and vision statements to strategy plans
Goals
Assigns goals to strategic plans and define owners and milestones for each goal.
Collaboration
Allow users from multiple teams to collaborate on strategic planning and implementation.
Cascade Planning
Ensures that various teams, departments, and business entities are aligned with the strategy of the company.
Optimize (3)
Progress Tracking
Monitor the progress of all activities related to strategy and identify opportunities for improvement.
KPIs
Include KPIs to track the status and success of strategic operations.
OKR
Define and monitor objectives, and key results (OKR).
Communication (4)
Feedback
Allows managers and peers to provide feedback on goal progress.
Confidence Levels
Allows users to rate their confidence level concerning goal completion.
Messaging Integrations
Integrates with outside business instant messaging tools.
Onboarding
Provides built-in onboarding tools for new user adoption.
Goal Creation (4)
Team OKR
Allows users to make team-wide OKRs.
Individual OKR
Allows users to make OKRs for individual team members.
Mind Mapping
Allows users to arrange tasks and goals in a mind map.
Action Item Creation
Allows users to create goals and takss based on action items decided in in-person meetings.
Platform Basics (3)
Performance Benchmarking
Compare survey results to industry benchmarks to locate key areas for improvement. Evaluate survey results at either a high-level or individual employee level.
Reporting & Dashboards
Survey results can be visualized and reported on in real time, with manager dashboards and automated reporting tools. Reports can be customized and distributed to aid in organizational improvement and employee performance reviews.
Interoperability
Connects to external systems and applications as needed to complete team workflows.
Platform Content (4)
Employee Pulse Surveys
Distribute short, customizable culture-focused surveys or polls to employees to measure the various factors of employee engagement, including job, environment, and pay satisfaction.
Survey Customization
Customize various components of surveys, including individual questions, distribution frequency, audience size, and anonymity.
Goal and Challenge Creation
Set professional and personal goals with customizable due dates and milestones within the system. Share these goals with other users and track and measure performance using built in tools.
Science-based templates
Provides content templates built by academics and/or practitioners and leverage science and research.
Platform Additional Functionality (4)
Employee Segmenting
Segment employees according to factors such as location, demographics, and position. Distribute surveys and filter survey results according to employee segments.
Goal and Challenge Creation
Set professional and personal goals with customizable due dates and milestones within the system. Share these goals with other users and track and measure performance using built in tools.
Peer Recognition
Send and receive recognition in the form of digital badges, awards, or messages to colleagues, employees, and managers. Recognition is displayed in real time in the platform on a live activity feed.
Social Feedback Portal
Communicate with team members and managers through a built-in customizable web portal. Users can communicate 1 on 1 with each other, and can ask questions, share frustrations, and make suggestions with varying degrees of anonymity.
Task Creation (4)
Creation & Assignment
Create and assign tasks for individual users with details and due dates.
Due Dates
Set deadlines and milestones for tasks, manually or automatically (based on project templates).
Drag & Drop
Users can move tasks and change dependencies using drag and drop.
Mass Updates
Allows users to update multiple tasks at the same time, accross multiple projects.
Task Management (4)
Task Prioritization
Set priority levels on tasks so individuals can organize their work.
To-Do Lists
Each user can view their list of tasks to be completed without having access to other tasks.
Dependencies
Define dependencies between tasks and the rules to manage them.
Recurring Tasks
Define recurring tasks that can be scheduled automatically at pre-defined intervals.
Earned Value (3)
Baseline
Define cost and schedule baselines that can be used to track performance.
Calculations
Automatically calculate Schedule Performance Index (SPI) and Cost Performance Index (CPI).
Best Practices
Include best practices to ensure compliance with industry and PMI standards.
Performance (4)
Data Import
Import project performance data from project management and financial software.
Planned Value
Track planned value or budget cost of work scheduled (BCWS).
KPIs
Provide KPIs such as Actual cost of work or Budgeted Cost of Work.
Variance Analysis
Identify variances between estimated and actual costs and schedules.
Integration (3)
Project Management
Provide integration with project management software.
PPM
Integrate with Project, Portfolio & Program Management software.
Finance
Provide integration with accounting software and ERP systems.
Performance reviews (3)
360 Reviews
Facilitates 360-degree feedback between managers, employees, and peers.
Customizable Forms
Provides customizable employee review forms and questions.
Review Status Tracking
Tracks completion status of employee reviews.
Goals (2)
Goal-Setting
Facilitates goal-setting for individual employees and tracks progress toward goals.
Company Goals And OKRs
Manages high-level company priorities or Objectives and Key Results (OKRs) and aligns them with employee goals.
Feedback (4)
Continuous Feedback
Collects continuous feedback for employees; facilitates recording and storage of ongoing notes about each individual’s performance.
Requesting Feedback
Allows employees or managers to request feedback from other employees.
1-On-1 Meetings
Facilitates check-ins or 1-on-1 meetings between managers and employees, including managing agendas, action items, or notes.
Public Praise
Provides a forum for employees or managers to deliver public praise for exceptional employee performance.
Data (2)
Dashboards And Reports
Generates in-depth visual dashboards and reports based on employee performance data.
Historical Data
Retains historical performance review data or integrates with third-party applications where historical data can be maintained.
Execute (4)
Performance
Track the performance of strategy execution tasks and identity opportunities for improvement
Communication
Clearly communicate how strategy plans should be implemented accross all departments of the company
Alignment
Align all staheholders involved to improve collaboration, visibility, and performance
Performance
Track the performance of strategy execution tasks and identity opportunities for improvement
Generative AI (2)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Strategy - Project and Portfolio Management (10)
Simulation
Simulate the outcomes of various business case scenarios and mix of projects
Tracking
Monitor the efficiency of strategic plans and how they are impacted by projects and portfolios
Planning
Create plans to implement activities to achieve strategic objectives
Objectives
Define strategic objectives related to project and portfolio management
Visiblity
Provide a 360 view of all projects and portfolios and their corresponding strategies
Alignment
Align project and portfolios with the strategic objectives of the company
Risk Management
Mitigate risks related to projects and portfolios that may impact strategic objectives
Implementation
Deploy strategic planning to project and portfolio management activities
Optimization
Help with continuous improvement and to adapt to strategy updates and market changes
Prioritization
Assign priorities to projects and portfolios based on strategic objectives
Strategic Planning - Strategic Portfolio Management (8)
Objectives
Define strategic objectives related to project and portfolio management
Roadmaps
Support the creation of roadmaps that visualize the timeline and interdependencies of various portfolio elements
Demand management
Capture, evaluate, and prioritize demand from different parts of the organization, ensuring that resources are allocated to the most valuable initiatives.
Resource Planning
Assist with dynamic portfolio-level resource planning and what-if scenario modeling
Planning
Create plans to implement activities to achieve strategic objectives
Simulation
Simulate the outcomes of various business case scenarios and mix of projects
Prioritization
Assign priorities to projects and portfolios based on strategic objectives
Alignment
Align project and portfolios with the strategic objectives of the company
Strategic Management - Strategic Portfolio Management (8)
Visiblity
Provide a 360 view of all projects and portfolios and their corresponding strategies
Tracking
Monitor the efficiency of strategic plans and how they are impacted by projects and portfolios
Risk Management
Mitigate risks related to projects and portfolios that may impact strategic objectives
Implementation
Deploy strategic planning to project and portfolio management activities
Change Management
Facilitate the process of managing changes within the portfolio, including scope changes, resource adjustments, and schedule updates
Optimization
Help with continuous improvement and to adapt to strategy updates and market changes
Strategy Model
Provide pre-defined strategy models that can be customized and combined by users
Frameworks
Support multiple strategy frameworks such as Balanced scorecard and OKR
Data Analysis - Strategic Portfolio Management (3)
ESG Impact
Track environmental, social, and governance (ESG) metrics related to portfolios, such as gas emissions or diversity and inclusion
Financial Performance
Track the financial performance of portfolios in terms of cost savings, productivity improvements and increasd revenues
Forecasting
Enable forecasting future performance, resource requirements, and potential risks and opportunities
Artificial Intelligence - Strategic Portfolio Management (3)
Process Intelligence
Optimize workflows and processes using machine learning and natural language processing (NLP)
Predictive Insights
Use artificial intelligence to provide intelligent strategy modelling and proactive risk assessment
Virtual Agents
Provide an intelligent chatbot or virtual assistant that can answer questions, provide support, and automate tasks related to portfolio management
Agentic AI - Performance Management (2)
Multi-step Planning
Ability to break down and plan multi-step processes
Natural Language Interaction
Engages in human-like conversation for task delegation
Agentic AI - Objectives and Key Results (OKR) (2)
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Technology Glossary Features
View definitions of the features and discover new technology terms.
To-do lists are organized task lists that help prioritize work and boost productivity. Explore the benefits and best practices of making a to-do list.
Peer recognition is how colleagues express appreciation to one another. Learn more about the benefits of a peer recognition program and the best practices needed to make it work.





