Skip to main content
What can we help you with?
Audience: Customer
Module: Projects
Time to read: 4 minutes
Applies to: All plans
Quick answer
Projects are where strategy and sales are executed and where financial outcomes are realized.
Projects → Strategy
Projects deliver strategic initiatives.
Projects → CRM
Projects often originate from closed deals.
Projects → Finance
Projects inform:
• Billing milestones
• Cost tracking
• Profitability
Best practice
If a project cannot be traced back to strategy or revenue, question its value.
Related articles
• What is the Projects module and why does it matter?
• How does Finance use project data?