$76.4K
Annual· annualized recurring
BudgetBuild a budget clients can plan around.
Budgeting helps your team turn contracts, lifecycle data, and planned initiatives into a clearer long-range spending conversation — before surprises erode trust.
Agreements
13$6.4K
Monthly· recurring revenue
0
Expiring soon· No renewals in next 30 days
2
Expired· Expired, still active
Search agreements...
Agreement ↕Price ↕Status ↕Agreement typeBilling cycle ↕End date ↕
Managed Services Agreement$2,850ActiveManagedMonthlySep 15, 2027···
Microsoft 365 Licensing$1,180Active3rd PartyMonthly—···
Security Operations$1,450ActiveManagedMonthlyApr 15, 2027···
Cloud Backup & Recovery$620ActiveManagedMonthlyJun 20, 2027···
Voice & Connectivity$300Active3rd PartyMonthlyJan 14, 2028···
IT Strategy & Advisory$14,400ActiveManagedAnnuallyFeb 16, 2027···
Print & Document Services$3,600Active3rd PartyAnnuallyAug 28, 202618 days ago···
Cyber Insurance Readiness$8,000Active3rd PartyAnnuallyJul 25, 202652 days ago···
Device Lifecycle Program$6,000DraftManagedAnnuallyMar 8, 2028···
LONG-RANGE CLARITY
Show where the spend is headed before it becomes a surprise.
Budgeting gives clients a clearer picture of future technology investment across the next several years. Instead of reacting to renewals, replacements, or last-minute recommendations, your team can frame the path ahead in a way that feels strategic and easier to fund.
Your clients can budget for growth, not just react to it.
Acme Corp
Budgets
Search budgets
$721,210
Total budget
$333,190
Agreements
$256,750
3rd party agreements
$388,020
Initiatives
$0
Hardware
$60,101
Monthly avg
Forecast by period
Quarterly view · Q3 2026–Q2 2027
MonthlyQuarterlyYearly
$26,000
Overdue$164,210
Q3 2026$183,000
Q4 2026$174,000
Q1 2027$174,000
Q2 2027InitiativeAgreements3rd Party Agreements
Line item ↕Status ⌃OverdueQ3 2026Q4 2026Q1 2027Q2 2027Total ↕
›Initiatives19 items$26K$88K$102K$84K$88K$388K
›Agreements13 items—$76.2K$81K$90K$86K$333.2K
Total · 4 periods$26K$164.2K$183K$174K$174K$721.2K
Multi-year planning
Map expected spend across the upcoming years so clients can see the larger shape of investment over time.
Fewer surprise conversations
Reduce the trust erosion that happens when major costs appear late or without context.
A more strategic planning posture
Help clients think about technology investment as part of business planning, not just IT maintenance.
CONNECTED INPUTS
Build the budget from the data your team already has in motion.
Budgeting gets stronger because it is not standing alone. It can pull in the realities already shaping the account: vendor contracts, hardware replacement timing, and the initiatives that are already living in the roadmap. That makes the budget feel more grounded and easier to defend.
The more connected the inputs, the more credible the budget conversation becomes.
Hardware
3232
Total assets· across 3 sites
2
Warranty expired· requires review
3
Replacement due· in the current lifecycle plan
Search hardware...
Name ↕User ↕Vendor ↕Model ↕SerialAge ↕Site ↕StatusInitiatives
NB-EXEC-01AMAvery MorganDellLatitude 74507K2D911 yr 4 moPhoenix HQHealthy—···
NB-FIN-04JLJordan LeeLenovoThinkPad X1 Carbon Gen 124N8Q262 yr 1 moPhoenix HQHealthy—···
WS-DESIGN-02PSPriya ShahAppleMac Studio M2 Max9M3A542 yr 8 moScottsdaleHealthy—···
NB-SALES-07MRMateo RuizHPEliteBook 840 G106H1P733 yr 2 moRemoteMonitor1···
SRV-PHX-DC01ITInfrastructureDellPowerEdge R6502R7V184 yr 10 moPhoenix HQReplacement due2···
FW-PHX-01NWNetworkFortinetFortiGate 100F5F9K325 yr 3 moPhoenix HQWarranty expired1···
NAS-PHX-01ITInfrastructureSynologyRackStation RS3621xs+8S4C615 yr 7 moPhoenix HQReplacement due1···
AP-SCT-03NWNetworkCisco MerakiMR46 Access Point3C6L424 yr 6 moScottsdaleWarranty expired1···
SW-PHX-CORENWNetworkCiscoCatalyst 93001C5T876 yr 1 moPhoenix HQReplacement due2···
Contract-aware planning
Use renewal timing and vendor commitments to make the longer-range budget more realistic.
Lifecycle-informed forecasting
Connect replacement timing and lifecycle realities to the financial conversation instead of managing them as separate threads.
Roadmap-linked investment
Tie planned spend to the initiatives and priorities the client already understands and has seen.
BETTER DECISION MOMENTS
Make approval conversations easier to navigate.
A budget is only useful if it helps the client make a better decision. When the numbers are tied to timing, priorities, and business outcomes, your team can lead a clearer approval conversation and avoid the scramble of trying to justify everything in one meeting.
Budget credibility reduces friction before the renewal conversation ever starts.
Alignment
PlanCompare current coverage, target packages, and catalog alignment for Acme Corp.
Search opportunities...
Current MRR
$18,872
5 active assignments
Target uplift
+$7,023
Planned pipeline MRR
Whitespace
+$27,350
3 unassigned groups
Licensing gap
+$22,350
107 unlicensed seats
PackageAgreementCurrentTarget
Managed Services+++
ExtrasAdd-OnManaged ServicesVIP Support$2,500/mo10 users x $250/moSuggestedVIP Support$23,750/mo
Business ContinuityBDR ServiceAdvanced$995/moFlat fee+
Cybersecurity ServicesManaged ServicesStandard$3,650/mo73 users x $50/moSuggestedStandard$4,750/mo
vCISOAdd-OnManaged ServicesStandard$4,500/moFlat feeSuggestedAdvanced$9,500/mo
Cleaner scenario framing
Give clients a clearer way to understand what happens now, what happens later, and what each choice affects.
Stronger stakeholder confidence
Help leadership see technology spend as planned investment instead of an unexpected ask.
Less last-minute justification
Walk into renewal and planning meetings with a clearer, more strategic financial story already in place.
SEE IT LIVE
Plan the next three years with less guesswork and less friction.
See how Lifecycle Manager helps your team build clearer budget conversations and better long-range planning.