Getting started

PEAC turns your live opportunities into a risk-adjusted revenue forecast and gives the whole firm one shared view of business development — who you know, who introduced the work, what is being chased and what it is likely to be worth. It is deliberately relationship-first: nothing is guessed by a machine, every number traces back to something your team entered.

The core idea

You log opportunities (potential jobs) and the interactions around them — calls, meetings, emails, site visits. Each opportunity carries a fee, a start date, a duration and two probabilities. PEAC weights the fee by those probabilities, spreads it across the months you will actually invoice, and adds everything up into a forecast you can hold against your budget.

First-time set-up (the wizard)

Super-admins can run the Setup wizard (Settings › General, or the banner on the dashboard for a new workspace). It asks what kind of firm you are and configures the basics in one go: firm type, whether you forecast on fee or on construction value, stage names, currency, cost centres and regions. You can change any of it later in Settings — nothing is locked.

Where to look first

Dashboard is the headline view. Opportunities is where the jobs live. CRM holds companies, people and activity. Introducers shows who brings you work. Campaigns tracks targeted pushes into a market. Reports packages it all up and can email it on a schedule.

Everything is shared

The whole organisation sees the same data, so the pipeline, forecast and activity are consistent whoever is looking. Each person can still choose their own colour theme and light/dark mode.

A typical week

Monday: check the Action Centre for overdue follow-ups. During the week: log interactions as they happen and link them to the right opportunity. Friday: update stages and probabilities on anything that moved. Month-end: take a Snapshot and send the forecast report.

Dashboard & forecasting

The headline numbers for the business, a month-by-month forecast chart against target, and filters to slice everything by cost centre, sector, region and stage.

Weighted forecast

Every live opportunity’s fee × win probability × project probability, added up. It is the realistic number to plan against — always lower than the total pipeline.

Total pipeline

The gross fee value of every live opportunity before weighting. Good for scale, optimistic on its own.

Win rate

Won ÷ (won + lost) for the period. Live deals do not count until resolved, and Declined (you chose not to bid) never counts against you.

Weighted target profit

Where opportunities have a target margin set, PEAC multiplies the weighted fee by that margin to show the profit the pipeline is likely to produce. The blended margin underneath tells you the average margin you are chasing.

Forecast chart — Area or Bars

The chart stacks forecast revenue by stage for each month. Use the Area / Bars toggle above it to switch style; your choice is remembered on this device. The red dashed line is your monthly target. Hover any month to see the breakdown.

Monthly targets

Open the Monthly targets panel to enter a target for individual months — useful when the year is not flat. Months left blank fall back to the annual target ÷ 12. Targets can be set firm-wide (Unassigned) or per cost centre, and the chart follows whichever cost-centre filter you have on.

Loading targets from a spreadsheet

Click “Paste from spreadsheet” and either paste two columns (Month, Amount) straight from Excel, or click “Upload .xlsx / .csv” and pick the file. Files may include a third column, Cost centre, matched by name, so one file can load every team’s targets at once. You always see a preview before anything is applied, then press Save.

Secured income

Revenue already won and booked, entered month by month (in named sets if you want to separate, say, framework work from one-offs). The dashboard shows how much of target is banked and how much still has to come from the pipeline.

Opportunities (pipeline)

Every potential job is an opportunity that moves through eight pipeline stages from first sight to a result. The stage ladder is fixed so the maths stays consistent, but you can rename every stage.

Stages

Target → Lead → Proposal → Proposal submitted → Bid, then Won, Lost, Declined or Cancelled. Rename them in Settings › Stages (the Setup wizard can do this for you).

Win probability vs project probability

Win probability is your chance of winning if the project goes ahead. Project probability is the chance it goes ahead at all. Both discount the fee.

Fee spread & programme

Start date and duration spread the fee across the months you will invoice, so revenue lands in the right periods. Programme templates can shape the spread by work stage instead of evenly.

Target margin

Set a target profit margin % on an opportunity (it pre-fills from the sector’s default). The detail page shows target profit and weighted profit, and it rolls up to the dashboard, campaigns and reports.

Associations — companies and people

The Associations panel links everyone involved, grouped clearly: the Client company first, then Linked companies (architects, contractors, consultants and other parties) each with a role; Client contacts (people at the client) and Linked contacts (people at other parties). Anyone from any company can be linked.

Introduced by — person or company

Next to each linked person is an “Introduced” button. Click it on whoever brought you the work. That person (and their company) becomes the introducer, shown in the sidebar and credited on the Introducers page. If you only know the company, set Introduced by at company level instead.

Trade packages (contractors)

Contractor workspaces show a Trade packages card on each opportunity: list the packages (M&E, Groundworks, Flooring, Roofing…) with a value and optional subcontractor. The total is shown against the construction value so you can see how much of the job is packaged up.

Frameworks & call-offs

Mark an opportunity as a framework to hold its overall value, then create call-offs beneath it as individual jobs come through.

Declined vs Lost

Lost = you bid and did not win. Declined = you chose not to bid. Declined does not hurt your win rate; recording a loss reason on Lost feeds the win/loss analysis.

CRM — companies & people

The relationship side: companies, the people who work there, their career moves, and every interaction logged against them.

Companies and people

Each company holds its contacts. When someone changes jobs, record the move — their history (and the relationships that go with it) follows them to the new company.

Key Account tier

Grade companies Tier 1 (key account — repeat business), Tier 2 (developing) or Tier 3 (one-off). Filter the list by tier to see where your repeat revenue really comes from and where senior time should go.

Company owner

Every company can have an owner — the team member who manages that relationship — so staff know who to talk to before contacting the client. Filter by owner to see “my clients”.

Interactions

Calls, meetings, emails and site visits. One interaction can involve several people and be linked to several opportunities, so a single lunch meeting about two schemes is logged once.

Unlinked badge

Flags an interaction not yet tied to an opportunity — a prompt to connect it. A high unlinked percentage means activity is being logged but not joined up to the pipeline.

Deal-proximity badge

Shows how close the linked deal is to a decision: Early (Target/Lead), Mid (Proposal), Near decision (Submitted/Bid). Derived from the stage, not typed in.

Client engagement

Companies ranked by how recently and actively you have engaged them, so cold relationships surface before they go stale.

Introducers

Who brings you work? Some people introduce you again and again, across different clients, sectors and regions. The Introducers page ranks them so these super-connectors are visible and properly looked after.

How people get on the list

Any opportunity with an “Introduced by” person (or company) counts. Set it from the opportunity’s Associations panel.

Ranking

Rank by number of introductions, total value introduced, or value actually won. Each row shows open deals, weighted value, wins, win rate and reach (how many sectors and regions their introductions span). Click a row to see every opportunity they introduced.

Super-connectors

Anyone with two or more introductions, or whose introductions span two or more sectors or regions, is flagged as a super-connector. The summary card shows how many have no account manager.

Account manager

Assign a team member to look after each introducer straight from the table. Filter by “No account manager” to find the gaps.

Company-only credit

Where you only recorded the introducing company, the opportunity is credited to that company. Name the person when you can — relationships are with people.

Campaigns

A campaign is a deliberate push into a market — a sector, region or client group you have decided to win work in. The CRM works perfectly well without campaigns; they simply let you measure a targeted effort.

Setting one up

Give it a name, objective, optional sector/region, target revenue and dates. Then attach the companies, contacts and opportunities that belong to it.

Measuring the return

The campaign page rolls up linked pipeline, weighted value, weighted target profit, wins and the activity logged against it, so you can see whether the effort is paying off.

Bids

Runs live bids in detail — the go/no-go decision, milestones and tasks that get a submission out on time.

Go / no-go

Every bid starts at a go/no-go decision so the team consciously chooses where to spend bid effort.

Milestones & reminders

Key dates (clarifications, site visit, submission) with reminders. A reminder can go to one person or a whole cost-centre team.

Bid tasks

The checklist behind the bid, assigned to people and ticked off as it progresses.

Events

Networking, hospitality, conferences and CPD sessions — and who you met there.

Attendees & links

Record the contacts you met and any opportunities that came from the event, so you can later see which events actually generate work.

Tasks & Action Centre

Personal and team to-dos, plus one place that surfaces what needs attention now.

Tasks

Assign work to yourself, a colleague or a cost-centre team, with due dates and priorities, optionally linked to an opportunity.

Action Centre

Pulls together overdue tasks, approaching bid deadlines, opportunities past their expected decision date and relationships going cold. The number on the menu shows how many items are waiting.

Import data

Bring existing records in from spreadsheets instead of typing them.

How it works

Upload a spreadsheet, match its columns to PEAC fields, check the preview, then import. Existing companies are matched by name so you do not create duplicates.

Tip

Do a small test file of ten rows first, check the result, then import the rest.

Trends

How the pipeline and forecast have moved over time.

Pipeline over time

Weighted and total pipeline across periods, so you can see whether the book of work is growing or thinning before it shows up in the fee income.

Analysis

Deeper cuts of performance: why you win and lose, and how deals convert.

Win / loss

Won and lost work by sector, region, client type and more, with the loss reasons you recorded.

By discipline

Performance split by cost centre or service line.

Sales process

Conversion from one stage to the next — where deals stall or drop out.

Reports

Package the numbers and activity into a report, preview it, and email it on demand or on a schedule.

Templates & sections

Start from a preset (forecast and budget, or team activity) or build your own by ticking sections: forecast summary (including weighted target profit), pipeline by stage, secured vs target, team activity, calls, tasks and more.

Period

This week, this month, quarter or year to date.

Scheduling

Send daily, weekly or monthly to any list of recipients, or preview and send now. Automatic scheduled delivery runs once the app is live at its public address.

Snapshots

Point-in-time captures of the whole pipeline, so you can compare then and now.

Why snapshots

The pipeline changes daily. A month-end snapshot freezes it so you can later see exactly what was added, won, lost or re-valued.

Compare

Put two snapshots side by side to explain movement to the board.

Scenario Sandbox

Model “what if” without touching live data.

What-if adjustments

Mark deals won, lost or delayed, or change probabilities, and watch the forecast respond. Nothing here changes the real pipeline.

Bulk win-rate

Apply one win rate to a filtered set of opportunities to test optimistic or cautious cases.

Concentration risk

The share of weighted pipeline in your three biggest opportunities. High means the forecast leans on a few deals.

Settings & team

Configure the workspace to match how your firm is organised. Most tabs can only be changed by a super-admin.

General

Organisation name, currency, annual target, and the Setup wizard button to re-run the guided set-up.

Team & roles

There are two access levels in your firm: Super-admin and User. Super-admins (normally a select few) invite colleagues, reset passwords, change firm settings and are the only people who can delete records. Users can do everything else. You can have several super-admins, but always at least one. Only people in your firm can see your data.

Cost centres

Your disciplines, offices or teams. People can belong to more than one. Targets, tasks and bid reminders can be aimed at a cost centre.

Sectors, regions, company types, sources, loss reasons

The lists that drive filters and analysis. Sectors can carry a default target margin % that pre-fills on new opportunities.

Programmes

Templates that shape how a fee spreads across work stages.

Stages

Rename the eight pipeline stages to your own language — labels flow through the whole app.

Views

Saved filter combinations you can recall in one click.

Appearance

Pick a colour theme (Blueprint, Emerald, Graphite, Burgundy or Copper) and light, dark or match-my-computer. Saved on your device only, so everyone can choose their own.

Account & security

Signing in, invitations, passwords and two-step sign-in.

Invitations

New colleagues receive an email link to set their own password. Links expire after 48 hours; a super-admin can resend.

Forgot password

Click “Forgot password?” on the sign-in page and enter your email. If an account exists you will receive a link to set a new one. For security the page shows the same message either way.

Super-admin reset

A super-admin can reset a colleague’s password from Settings › Team, which emails them a set-password link.

Password rules

At least 10 characters with upper and lower case letters, a number and a special character. Common passwords are refused. The same rule applies at sign-up, invitation and reset.

Two-step sign-in

Settings › Security (or your name menu › Security). Scan the QR code with an authenticator app, enter the 6-digit code, and save your recovery codes. From then on PEAC asks for a code after your password.

Require it for the firm

A super-admin can switch on “Require two-step sign-in” in Settings › Security (after turning it on for their own account). Everyone is then asked to set it up when they next sign in.

Lock-out

After 10 failed attempts an account is locked for 15 minutes, then unlocks automatically. A super-admin can unlock it sooner from Settings › Team. Sessions last up to 7 days before you need to sign in again.

Feedback & support

Tell us what would make PEAC better, or report a problem. Everything is logged and emailed to the PEAC team.

Request a feature

Describe the problem you are trying to solve and who it would help. Choose the area of the app it relates to.

Support ticket

Say what happened, what you expected and the steps to reproduce it, and set a priority. You can track the status of what you have sent; super-admins see everything from your organisation and can update the status.