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Workflow

A monthly control cycle your whole team can actually follow.

Valuation, review, action, reporting: the governance rhythm, structured.

The Cycle

From valuation cut‑off to board pack

FlowMetrics supports the recurring rhythm of valuation, review, action, and reporting that sits behind effective project governance.

1. Configure the project workspace

Foundation live

Set the project up once, from the live contract and delivery structure.

Contract logic, valuation cadence, notice periods, project roles and reporting structure are configured into one shared workspace rather than rebuilt in separate spreadsheets.

Contract AdminValuationsCost ReportCapExProgramme

What teams are doing here

Contract particulars entered
Payment and notice rules now linked
Payment schedule generated
Future valuation dates preserved in-sequence
Project roles assigned
Employer, EA and contractor access mapped

Why it matters

Each step updates the same commercial record, so the next team and the next report inherit live project truth rather than a copied version of it.

See FlowMetrics on a scheme like yours.

A structured walkthrough, tailored to your role and reporting pressure points.

Book a 30-minute demo · tailored to one of your live schemes