OKR Software
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Strategy execution, tuned to your world
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From first goals to global governance
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Comparing options? Start here
Profit.co vs Lattice Profit.co vs 15Five Profit.co vs WorkBoard Profit.co vs Tability G2 Reviews Customer Stories
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Profit AI

Athena, working across every module
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Strategy

Align the org around goals that matter
OKRs Strategy Roadmaps Balanced Scorecard Hoshin Kanri

Performance

Review, coach, and grow your people
Performance Review Employee Recognition Pulse Surveys Meeting

Projects

Plan and deliver work with clarity
Project Portfolio Strategic Portfolio Project Management Timesheets
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24/7 support Release Updates Secure & Compliance 99.99% Uptime
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      • Athena Agents
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      • OKRs
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      • Enterprise
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      • OKR Canvas
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      • Profit.co vs Lattice
      • Profit.co vs 15Five
      • Profit.co vs WorkBoard
      • Profit.co vs Tability
      • G2 Reviews
      • Customer Stories
  • Pricing
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Strategic Portfolio Management (SPM)

Maximize ROI with AI-Powered Strategic Portfolio Management Software

Make better decisions by connecting every portfolio investment to corporate goals.

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SPM Opportunity Calculator

Discover Invisible Portfolio Waste Instantly

Portfolio Context

Strategic Alignment

Select an option
0 to 5
6 to 10
11 to 15
More than 15
Select an option
Real-time from the system
Requires week-long analysis
Unreliable, high effort
No project–strategy link

Portfolio Structure

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1 unified portfolio view
2-3 separate portfolios
4-6 separate portfolios
7+ portfolios or unclear
Select an option
Yes
Sometimes
Rarely
No

SPM Opportunity Calculator

Discover Invisible Portfolio Waste Instantly

Decision Process

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Less than 1 week
1-3 weeks
3-6 weeks
More than 6 weeks
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Continuous rebalancing
Market or strategy changes
Quarterly reviews
Annual planning only

Value Management

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Continuous outcome tracking
Post-implementation reviews
Project completion only
No outcome tracking
Select an option
Outcomes and impact
Portfolio health and ROI
Financial spend vs budget
Project status metrics

SPM Opportunity Calculator

Discover Invisible Portfolio Waste Instantly

Your Portfolio Opportunity Results

Based on your assessment, here's the quantified waste in your portfolio

Potential Savings $0 Opportunity Cost
Portfolio Waste 0% Of total portfolio investment

Your ROI report has been downloaded. Open the file to view the detailed report.

100+ Integrations Enable Continuous Updates
Integrations Enable Continuous Updates
Downloadable PDF and PowerPoint Reports
Downloadable PDF and PowerPoint Reports
AI Guided OKR Authoring
AI Guided OKR Authoring
Detailed Analytics
Downloadable PDF and PowerPoint Reports
okr-module
Insights from Goals and Projects
Integrations Enable Continuous Updates
Succession Planning
Succession Planning
Automated Calibration
Automated Calibration
Watch video
Intuitive Task Management
Intuitive Task Management
Risk & Issue Tracking
Risk & Issue Tracking
Resource Allocation
Resource Allocation
EVM Analysis
EVM Analysis
Watch video
Celebrate Any Achievement Across All Modules
Celebrate any achievement across all modules
Track Team Engagement
Track team engagement
Redeem Gift Cards
Redeem Gift Cards
Watch video

Turn Strategy Into High-Impact Investments

Profit.co’s Strategic Portfolio Management platform helps organizations evaluate, prioritize, and govern strategic investments across the enterprise. From business case approval to portfolio optimization and benefits realization, Profit.co provides the clarity needed to ensure every investment delivers measurable business value.

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Investment Modeling With Complete Financial Control

Make smarter investment decisions before funding is committed. Model scenarios, balance CapEx and OpEx, forecast ROI, and track spending to ensure investment in the highest-value initiatives from business case through benefits realization.

Strategic Alignment That Drives Business Outcomes

Connect corporate strategy to portfolios and projects with complete traceability. Link every dollar spent to strategic objectives using OKRs and the Balanced Scorecard. Ensure investments drive measurable progress on strategic goals.

Resource Pooling for Maximum Portfolio Value

Assign the right people with the right skills to the right initiatives at the right time. Centralized resource pooling provides real-time visibility into capacity and demand, preventing overcommitment while maximizing utilization and strategic impact.

Coaching

Value Realization Beyond Project Closure

Measure business outcomes, not just project outputs. Track benefits realization against plan, monitor earned value, and prove ROI throughout the lifecycle and post-closure. Ensure strategic investments deliver promised value.

Portfolio Flexibility to Adapt at Speed

Respond to change in minutes, not weeks. Adjust priorities as business conditions evolve, rebalance portfolios across initiatives, and reallocate resources to the highest-value investments without disrupting execution.

Highly Rated by Our Users

A comprehensive solution with advanced features to manage your projects from start to finish, ensuring team alignment and goal achievement.

All that and more

Everything you need to manage strategic investments from planning through value realization, built on enterprise-grade infrastructure with AI-native automation.

Forecast Investments Years Ahead

Plan and track CapEx and OpEx across multiple years. Phase budgets monthly, manage multi-currency portfolios, and stay ahead of variances with confidence.

Plan Capacity Across Strategic Portfolios

See who’s available and where skills are allocated. Balance capacity across portfolios so the right people focus on the highest-priority strategic initiatives.

Manage Risks and Dependencies Proactively

Stop surprises before they escalate. Monitor portfolio-level risks and cross-initiative dependencies with early warnings that highlight issues days in advance.

Govern Investments With Built-In Controls

Standardize decision-making with stage gates and approval workflows. Automate governance, compliance, and review boards to keep investments aligned and audit-ready.

Model Scenarios Before Making Decisions

Don’t commit blindly. Run what-if scenarios for budget changes, resource constraints, and strategic shifts to compare outcomes and choose the best path forward.

See the Big Picture in Real Time

Get executive-ready dashboards showing portfolio health, strategic alignment, financial performance, and value realization, all in one place.

• The Solution •

Integrate With Your Favourite Apps

We integrate with Jira, Slack, G Suite, Zapier, Teams, Office 365, and 100+ integrations. Connect with Profit.co software to integrate users and tasks and also check in on your projects within the apps.

Turn vision into results, together

Strategy Execution

Create a visual strategy roadmap, connect it to quarterly goals, use AI analytics to identify key drivers to objectives, and generate actionable plans.

Strategy Roadmap
Balanced Scorecard
Strategy Roadmap
OKRs
Goal Tracking

Portfolio & Project management software

Our platform scales with you: from simple task management to powerful financial and resource management, backed by industry-leading agentic capabilities.

Portfolio & Project Management Software
Portfolio & Projects
Tasks

Performance management software

Unlock the full potential of your team with a performance review that gleans insights from goal achievement and task progress throughout the year.

Performance Management Software
Reviews
360° Feedback
Goals

Employee recognition software

Automatically surface recognition opportunities from goal progress and create a clear line of sight between individual contributions and company success.

Employee Recognition Software
Recognition
Rewards
Peer Recognition
Strategy Roadmap
 Portfolio & Project Management Software
Performance Management Software
Employee Recognition Software

Our Customers Are Saying

The impact Profit.co has made on their strategy and execution.

Annette Black

David Serra

Head of Transformation Office & CМО
Strategic Transformation with Unified Management
For us, the key factor was achieving full alignment between OKRs, projects, and tasks, supported by automation and KPI-driven governance.
Annette Black

Bernat Garcia Ruiz

Engineering Manager
Transforming Project Management with Seamless Alignment
For us, especially for HR, the ability to link projects with our OKR methodology was the turning point. This feature enables CELO to closely align its projects with strategic goals. This was the key factor that helped us make the decision to move forward with Profit.co
Annette Black

David M

Operations Manager
Springboard Your OKR Tracking to the Next Level
Profit.co takes the time to understand your business needs and then offer solutions on how to best leverage the product to drive your OKRs.
Annette Black

Nellie P

VP, Asia Product Development & Commercialization
Great tool to facilitate achievement
Using Profit.co conveniently provides visibility for our organization to have essential alignment on key objectives.
Annette Black

Ruben R

Director, Carrier Performance
A complete and adaptable OKR software with fantastic support and speedy development cycle
The most impactful feature is the completeness of the suite of interconnecting modules for OKRs, tasks, employee engagement and performance management.
Annette Black

Hana H

Digital Health Solutions Territory Manager – Northeast Region
A positive experience with Profit.co
It’s an excellent way to view a variety of my goals and progress in any given quarter.
Annette Black

Mark G

Vice President of Sales
The best People to work with to Manage your OKRs
The friendly and helpful team at Profit.co make creating and managing my OKRs an absolute breeze.
Annette Black

Jonathan F

Chief Operating Officer
Awesome, easy to use Goal /Objective Management and People Mngt Solution
Easy to Use and Deploy. Intuitive, flexible and designed for ease of tracking, reporting, and trending.
• FAQs •

Have questions?

We got answers.

What makes Profit.co’s SPM different from other SPM tools?

Profit.co is the only truly AI-native SPM platform that automates planning, identifies risks earlier, and enables scenario modeling in minutes instead of weeks. We also natively integrate strategy frameworks (OKR, BSC, Hoshin Kanri) and track benefits realization post-implementation capabilities most SPM tools lack.

Can we run this as a standalone tool or as an integrated layer over other tools?

Both. Profit.co SPM works as a standalone platform or integrates with existing tools like Jira, Azure DevOps, MS Project, SAP, and Oracle, acting as the strategic intelligence layer above your execution systems.

How does your pricing work for multi-team or large enterprise setups?

We offer flexible pricing based on portfolio size, number of users, and required capabilities. Enterprise plans include unlimited portfolios, advanced AI agents, custom integrations, dedicated support, and volume discounts. Contact sales for custom pricing.

Can Profit.co SPM connect with our existing tools?

Yes. Profit.co provides native integrations with 100+ enterprise tools including Jira, Azure DevOps, SAP, Oracle, Power BI, Tableau, Slack, and Teams. Custom integrations available via REST API.

Can I migrate account data once we switch from a competitive tool?

Yes. Our implementation team provides data migration support from existing PPM/SPM tools, spreadsheets, or legacy systems. We ensure seamless transition with historical data preservation and user training.

Can’t find your answers?

Get in touch with us we are happy to assist you!

Ask Questions
• Privacy & Compliance •

Enterprise Grade Security

Keep your company’s data secure and compliant with industry-leading security standards and certifications.

Achieve Goals With Confidence
and Consistency

Fuel your execution engine with actionable plans, resilient processes, and amazing people, all working together to turn strategy into predictable, repeatable success.

PRODUCTS

  • AI Agents
  • Product Overview
  • Product Tour

STRATEGY

  • OKRs
  • Balanced Scorecard
  • Hoshin Kanri
  • Strategy Roadmap

PERFORMANCE

  • Performance Review
  • Employee Recognition
  • Pulse Surveys
  • Meetings

PROJECTS

  • Project & Portfolios
  • Strategic Portfolios
  • Tasks
  • Timesheets
SOLUTIONS
  • Healthcare
  • Financial Services
  • Non Profit
  • Retail Industry
  • Energy Utilities
  • Manufacturing
  • Government Public Sector
  • Technology
  • Transportation Logistics
COMPANY SIZE
  • Enterprise
  • Mid Market
  • Small Business
ROLES
  • CEOs
  • HR Leaders
  • Individual Contributors
  • Managers
  • PMO Leaders
  • Strategy Leaders
  • Operations leaders
INTEGRATIONS
  • Slack
  • Microsoft Teams
  • Google Workspace
  • Azure
  • Jira
  • Salesforce
  • SAP
  • Workday
  • Oracle
  • OKTA
  • View all integrations
COMPARISON
  • Profit.co vs Lattice
  • Profit.co vs 15Five
  • Profit.co vs WorkBoard
  • Profit.co vs Tability
TEAMS
  • PMO Teams
  • HR Teams
  • Founders & Executives
  • Finance Teams
RESOURCES
  • Customer Stories
  • OKR Certification
  • eBooks
  • KPIs Library
  • OKR Examples
  • OKR Webinars
  • Blog
  • Release Updates
  • ROI Calculator
  • API Documentation
  • Status
  • G2 Reviews
SUPPORT
  • Help Center
  • OKR University
  • Answers
COMPANY
  • About Us
  • Why Profit.co
  • In the Press
  • Pricing
  • Our Partners
  • SLA
  • Contact Us
  • AI Info Page
PRIVACY & POLICY
  • Privacy Policy
  • Terms of Service
  • Security
MCP
  • Chatgpt
  • Claude
  • Profit.co MCP

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