top of page


Updated: Apr 25, 2023

| Feature Focus |

Customer churn modeling is the process of analyzing customer data to predict which customers are likely to stop using a product or service. It is used to identify customers who are at risk of leaving, so that companies can take steps to retain them, such as offering discounts and incentives.


Precursive PSA helps you to reduce customer churn by creating robust project plans and visualizing your execution. See how in this product video guide.

In the product guide video below, Jonathan shows us how Precursive is the answer. Along the way, he touches on:

  • Setting up a visual project plan in Precursive

  • Assigning budgets and revenues

  • Requesting project managers and consultants

  • Establishing project timelines, phases and milestones

  • Sharing plans to keep teams on the same page

  • Tracking project progress and making adjustments

  • Preventing churn by doing all of the above effectively!

Scroll down for a complete transcript of this product guide.


Hi everyone. Welcome along. This is Jonathan from Precursive and in today's video we're going to share with you how you can set up some of your project plans in Precursive, including budgets and revenues, timelines, phases and milestones so that you can ensure that things are planned more smoothly and in a more consistent way.

So in this example, we've got a project here which is called project plan 'Like a boss,' and on the left hand side we can see that it's with Precursive and we can see further information around the budget method – so this is a fixed price piece of work. The timeline starts at the beginning of October and runs until the end of November.

And what we're going to do now is just build out some of the additional elements of this work so we can track the budget for it. And as we can see here, at the moment, we've got nothing in here. So let's go ahead and get started.

So we're going to add a couple of phases. So let's start and add a design phase. I can specify when this phase takes place. So I'm going to say, look, this is for the month of October and this button here to make it public means that this will show up in anyone's timesheet in the organization so that they can dip in and add time to it as that work takes place.

Now, as we can see here, we don't necessarily need to add dates to the build phase or indeed make it public. So I'm just going to save that. So now we've got a couple of phases which we can see on the right hand side, but we don't have any revenue or budget there yet. So let's go ahead and add some. Let's say, look, we've got $20,000 in revenue, okay, and we've now got, let's say 80 hours.

And I can add a rate card. So I'm going to add the ‘Awesome Rate Card’ and then let's go ahead and add a milestone as well. So this might be, for example, that we're delivering the requirements document ready for our customer and this is going to be by the end of October. We haven't done anything yet, so it's 0% complete, but it is in progress. So let's save that.

Okay, so things are building out quite nicely. Now what I can now do is go into the design phase and again, we can see that we also track the budget at the design phase level as well. So we've got $20,000, we've got the budget of 80 hours.

Now I'm going to say, look, I need for this a project manager. So we can request that project manager and specify when we need them for. So I'm going to say, look, this PM is going to be full time. Let's say they're doing 8 hours a day and it's confirmed. And let's save that and see now how that has impacted our margin because we've now added our PM full-time, which is the cost that we can see here, as well as calculating automatically the margin.

What I'm also going to do now though is add an activity category. So this is going to be a category of work that people can book time to during that phase of design. And again here I want to also add an expense category and some budget. So for example, we've got $1,000 in expense budget. So now if we go back to the project itself, we can see how that's translating across the project level.

Now you can already see that we're ahead of our budget or over our budget. So we had 80 hours of budget. We've requested a PM full-time. So we can see now that we need or that we planned out and requested 184 hours. So I'm going to actually go in now and add some time for the build phase which is going tobe 200 hours and let's again do $20,000 there.

So again in our build phase we're going to say that we need a consultant now. And again this is picking up information, be it from a rate card or for that role and that consultant is going to do some work for a total of twelve days and it's confirmed. And again now if we go back to our project, we can now see how that budget is taking shape.

So this is based on the overall budget that we've assigned to the work, which is our 280 hours. We've actually requested 280 hours across that project management role in the design phase as well as the consultancy role in the build phase. We've got our milestone. We go back to the details here.

Again, just to finish, we could then – as we move through this project – set different statuses on it. So for example, at the moment it is active, but our customers might have work that is forecast or in progress or indeed sold work, billable work, non billable work.

So you can classify your projects in Precursive however you choose and have this simple way at the top here of saying, right, we are actually moving this across to a proposal stage, for example, and various notifications can go out to the project owner, to members of the team that might be already thinking about this or planning for it. Again to just improve that collaboration as we need to.

Now imagine for a moment that our work needs to actually go back a week. So we're going to move it from the beginning of October. So let's go in here to our move project button and say that actually everything needs to go back by a week. Now, what this has done now is it's moved everything back by a week including the end date.

And again, we'll actually now have moved back the requested time as we can see here for that project manager. And again here we've got our team our schedule inside that project. And again, we could pick this piece of work up from anywhere in salesforce. So, for example, now I want to go back into this. I can do so very easily to navigate around and build out that template. We could, in turn, get rid of that, delete it. We could create additional phases of tasks as we see fit.

So there we go. A short overview of how we can create projects and work, then allocate budget to it, request resources, create milestones, and generally track the progress so that we ensure that things are going more smoothly and we get ahead of any speed bumps that might take place.


Want to know more? Request a demo here.

217 views0 comments


Find out more about the people and company. You can learn more about what makes us tick. 


We are passionate about changing the game for the world’s best services teams. 


Our mission is to help you improve time-to-value and make every customer a success story.

Asset 27.png


About Us

Find out more about us including our mission, values and get to know the team

Salesforce Native

Give sales, services, support and customer success teams a single, shared view of the customer


Hear from customers on why they prefer Precursive to help them scale and grow their business

Professional Services Delivery

Our services team provides expertise in how the best companies improve services delivery

Support & Success Hub

Find the answer you need at our success-hub where you will find a mix of documentation, video assets and training materials

The Precursive Platform is 100% native to the Salesforce platform. Our solutions can be tailored to your needs and support a range of use cases.


Learn how we take the pain out of complex service delivery activities. 


Do the work, not the admin! 

Asset 22.png

Professional Services Automation

Increase operational efficiency with predictable services delivery and insights on performance

Project Management

Powerful project management capability designed to support high-velocity services delivery

Resource Management

Quickly mobilize your project teams, manage demand and avoid capacity crunches

Customer Workspace

An interactive community portal to collaborate, share dependencies and updates in real-time

Services Billing

Easily manage accurate professional services billing, raise invoices and track payments

Revenue Management

Recognize and forecast revenue with ease and accuracy

Precursive AI ✨

Leverage AI capabilities for better project management and boosting customer success. 

Asset 18.png

Get actionable tips and insight on customer onboarding, resource management and professional services automation via podcasts, blogs, whitepapers, product guide videos and our on-demand webinars.


A vault of knowledge from in-house & guest writers


Repeatable & scalable insight on a platter

Product Guides

Video guides for the Precursive Platform


Industry trends and benchmarking


Listen to all episodes of ‘Precursive Perspective’ with host Jonathan Corrie

Toolkits, templates, tips and more 


Stay in the loop of what Precursive is up to


Watch anytime, anywhere, on-demand


Asset 17.png

Manage people, projects and revenues in one place

Asset 20.png

Staff projects faster with resource planning

Asset 21.png


Improve your implementation experience

Professional Services / Services Delivery

Organize work and collaborate with customers

IT & Professional Services 

Project Manager

Easily manage timelines and dependencies

Implementation Teams

Organize work & collaborate with customers

Resource Manager

Forecast demand and avoid capacity crunches