The tool

PilotagePro

The business performance management tool designed for SME leaders. Developed since 2009, adopted by outsourced CFOs, chartered accountancy firms and independent consultants; and natively deployed by the experts of Pérenne Réseau.

PILOTAGEPRO Sample SARL | Financial year 2026 Dashboard | Overview
Dashboard
Summary
Quotes & jobs
Employees
Budgets
Monthly review
Fixed costs coverage
Covered to date896 K€
Remaining134 K€
Annual total1,030 K€
0
%
Gross margin
1,105 K€on 1,274 K€ revenue
0
%
Net margin
▲ 1.4 ptsvs prior year
0
%
Order book
0
K€
12 active quotes
Provisional profit & loss
Revenue1,274 K€
Materials & subcontracting- 169 K€
Gross margin1,105 K€
Wages & social charges- 712 K€
General overheads- 318 K€
Depreciation & amortisation- 40 K€
Forecast result+ 35 K€
Profitability trend
8.2 %
▲ 1.4 pts vs prior year
9 % 6 % 3 %
JanAprJulOctDec
Current year · cumulative profitability Prior year
Sample data
Annual summary (cumulative) | Projected vs Actual
Cumulative revenue
1,066 K€Actual
1,284 K€Year-end projection
1,260 K€Target
1 300 850 400 0
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Actual Projection Target
Sample data
Sales pipeline | Quotes & jobs
Order book (excl. VAT)
245 K€
12 active quotes
Conversion rate
38 %
▲ 4 pts
Average deal
12.5 K€
Target margin 22%
JobClientAmount (excl. VAT)ProfitabilityStatus
Roof extension | Lot 1Dupont SARL24 K€26 %In progress
Bathroom renovationMartin & Fils18 K€22 %Won
Garage constructionBernard SAS35 K€18 %In progress
Fence & gatePetit Construction12 K€8 %Lost
Loft conversionGarcia BTP28 K€24 %Won
Fitted kitchenLefebvre SAS15 K€;Draft
Sample data

Want to enter your own quotes?

PilotagePro sits within an engagement led by your advisor; outsourced CFO, chartered accountant, independent consultant or Pérenne Réseau expert. Let's talk and see the tool with your real figures to identify the right starting point.

Employees | Loaded costs & production hours
EmployeeRoleLoaded costProd. hoursCost / h
Jean DupontSite manager58 K€1 640 h35.4 €
Marie BernardTechnician45 K€1 520 h29.6 €
Paul MartinBricklayer N352 K€1 580 h32.9 €
Sophie GarciaOffice assistant38 K€;overhead
Lucas PetitApprentice22 K€1 220 h18.0 €
Emma RouxWorks supervisor62 K€1 540 h40.3 €
Total9 employees712 K€11 240 h39.5 €
Sample data

Ready to onboard your team?

PilotagePro is calibrated during a tailored Pérenne engagement. We take the time to understand your HR context and configure the tool with you.

Budget tracking | Actual vs Annual budget
Actual Pro-rata Oct (83 %) Budget 100 %
Revenue
+ 84 K€ projection vs budget89 %
Actual 1,066 K€Annual budget 1,200 K€
Annual budget1 200 K€Actual1 066 K€Year-end projection1 284 K€Variance vs budget+ 84 K€
Payroll costs
− 48 K€ projection vs budget78 %
Actual 593 K€Annual budget 760 K€
Annual budget760 K€Actual593 K€Year-end projection712 K€Variance vs budget− 48 K€
General overheads
− 10 K€ projection vs budget81 %
Actual 265 K€Annual budget 328 K€
Annual budget328 K€Actual265 K€Year-end projection318 K€Variance vs budget− 10 K€
Materials
+ 18 K€ projection vs budget93 %
Actual 141 K€Annual budget 151 K€
Annual budget151 K€Actual141 K€Year-end projection169 K€Variance vs budget+ 18 K€
Forecast result
+ 23 K€ projection vs budget125 %
Actual 65 K€Annual budget 52 K€
Annual budget52 K€Actual65 K€Year-end projection75 K€Variance vs budget+ 23 K€
Sample data
Monthly review | October 2026 close
4 / 6 validated
Notes & comments
Auto-saved · last edit 2 days ago
Sample data
Steering

See clearly to decide rightly.

PilotagePro gives the leader a structured reading of the business, month after month. The tool does not replace the chartered accountant; it surfaces, ahead of the books, what accounting will later confirm: where margin comes from, what a service truly costs, how many days separate the business from its break-even point.

15+
Since 2009
Years of field iterations.

PilotagePro is not a product launched yesterday. It is the legacy of more than fifteen years of daily use alongside SME leaders, refined month after month.

Auto imports
Direct sync from the FEC file
Getting started
Operational within minutes
Collaborative
Leader + teams (quoting, time)
Features

What PilotagePro measures.

Profit & loss

Monthly tracking of revenue, costs and margin by activity.

Cash flow

Short- and medium-term cash flow projection. Anticipate rather than react.

Break-even point

Number of days until fixed costs are covered. Updated each month.

Profitability per service

Production cost, overhead cost, real margin: every service is priced out.

Budget and seasonality

Budget vs actual comparison, with business cycles factored in.

Pricing

Three plans to fit your team.

Solo

1 seat. For the leader steering alone.

49€ excl. VAT
per month
490 € excl. VAT per year, i.e. 2 months free
Direction

6 to 20 seats. For the structured SME.

89€ excl. VAT
per month
890 € excl. VAT per year, i.e. 2 months free

Beyond 20 users: let's talk

12-month commitment. Every plan includes advisory support from a Pérenne partner: Pérenne Réseau consultant, partner accounting firm, or fractional CFO.

First conversation with Pérenne

Every engagement
begins with a conversation.

Tell us about your business.
We listen, we understand your situation,
and we tell you concretely how we can help.

Request a demo → or call us: +33 4 82 32 98 22
Write to
Message sent
Your message has been forwarded.