About this event
Join our Customer Success Specialist, Monique Lonardi, for a live walkthrough of Float’s reporting features and forecasting functionality, so you know what to look at, when, to make smarter real-time decisions that protect your margins.
You’ll learn how to:
- Use filters and saved views to surface the right information quickly
- Track budgets, timelines, and utilization in one place
- Compare scheduled vs. logged hours to monitor project performance
- Export, share, and connect your Float data to other workflows
Whether you’re in Ops, Finance, or Delivery, this session will help you move beyond the numbers—so you’re working with the right signals, at the right time, to deliver every project on time and budget.
Meet your speakers
Your Float host
Monique Lonardi is a Customer Success Specialist at Float, where she partners with customers to ensure confident setup and strong starts. With a background in customer onboarding and UX, she brings a thoughtful, people-first approach to helping teams succeed from day one.
Monique Lonardi is a Customer Success Specialist at Float, where she partners with customers to ensure confident setup and strong starts. With a background in customer onboarding and UX, she brings a thoughtful, people-first approach to helping teams succeed from day one.
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Your CRM, spreadsheets, PM and finance tools can’t show you who’s doing what, what’s on track, or what’s next. Float does.
