Help · Projects and delivery
Delivery reports
Reporting on the work after the sale — what was delivered, whether it landed on time and on budget, and how much of it has actually been invoiced.
Updated August 2026
Selling well and delivering badly is an expensive combination that a sales pipeline will never show you. Delivery reporting is the other half of the picture.
The most useful number is usually budget against what has actually been invoiced.
Who this is for
Delivery leads, finance, and anyone accountable for margin rather than just revenue.
Before you start
- Projects with budgets — usually seeded from the order they came from.
- Invoices raised against the work, so the invoiced side of the comparison exists.
Budget versus invoiced is the number that matters
Percent invoiced, remaining, and over-budget together tell you whether a project is converting into revenue at the rate it is consuming effort. A project that is eighty percent delivered and thirty percent invoiced is a cash problem you want to find now rather than at quarter end.
Read delivery
- Start from budget against invoiced
Percent invoiced, what remains, and anything over budget. This is where problems show up first. - Check progress against the plan
Project progress rolls up from its tasks, so it reflects work completed rather than someone's estimate. - Use billing milestones
Flagging a task as a billing milestone means completing it can raise a draft invoice, which is what keeps invoicing tied to delivery rather than to memory. - Look for projects delivering ahead of invoicing
This is the common and expensive pattern. Finding it early is the point of the report. - Feed it back into estimating
Projects that consistently run over budget are telling you something about how you scope and price.
What you get
- A view of delivery health in money, not just task counts.
- Early sight of work delivered but not invoiced.
- Invoicing triggered by real milestones.
- Evidence to improve estimating on the next deal.
Frequently asked questions
What is the most important delivery number?
Budget against invoiced. It shows whether effort is converting into revenue, which is the thing a sales report cannot tell you.
Where does a project's budget come from?
Usually seeded from the order that created it, so it reflects what was actually sold rather than a separately entered figure.
How does progress get calculated?
It rolls up from the project's tasks, so it reflects completed work rather than a manually maintained percentage.
What is a billing milestone?
A task flagged so that completing it can trigger a draft invoice — which keeps billing tied to delivery instead of depending on someone remembering.
Related articles
Invoice from an order
Turn a confirmed order into an invoice in one step. KudosCRM assigns an INV-YYYY-NNNN number, freezes a snapshot of the order's lines and totals, and links the invoice back to the deal — so billing matches what the customer agreed to.
Read articleMission Control
The operations overview — delivery work across projects in one place, so you can see where things stand without opening each one.
Read articleProject health and the Risk Radar
KudosCRM scores every project good, at-risk, or off-track automatically — from overdue and blocked tasks, staleness, schedule slip, and budget overrun. The Risk Radar lists the exact reasons, and you can rescan on demand.
Read articleHave an account issue this guide doesn't cover?
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