The client profitability dashboard provides an analysis of the clients and client groups across your business, based on completed and archived tasks. Business owners and accounting staff can see analytics covering revenue, costs, profit, margin, as well as top clients and their primary sectors.

To access the client profitability dashboard:

Go to Insights and reporting > Finance > Client Profitability

At the top of the dashboard you can adjust filters see the financial performance of a particular year, quarter, or month, based on client/client group, property, account manager, and branch. You can switch between financial and calendar years, and see the analytics of previous years/quarters/months.

This section summarises estimated/actual hours, and total invoiced revenue and costs across your client portfolio. Hovering the mouse over the bar graph will display revenue and profit numbers for that month. It also provides a breakdown of client revenue across default task categories.

Under the revenue totals you can see invoiced, profit, and margin summaries for your top 5 task categories.

A deep dive into the make-up of your client portfolio, helping you understand your top performing clients and sectors.

Track and assess health of overall profitability per client. For each client, this section displays revenue and profit for contract maintenance, callouts, and repairs.