The Client Profitability Dashboard helps you understand which clients are most profitable, identify high-value sectors, and monitor financial performance across your entire client portfolio. Use this dashboard to optimize resource allocation, identify growth opportunities, and make strategic decisions about account management.
What You'll Learn
How to access and filter the dashboard
Understanding the three main sections: Summary, Portfolio Breakdown, and Client Revenue
How to identify your most profitable clients and sectors
Tips for using the data to improve your business
Accessing the Dashboard
Navigate to Insights and Reporting > Finance > Client Profitability in the Uptick Web Platform.
Important: All financial data shown is based on completed and archived tasks only. Tasks still in progress won't appear in the dashboard.
Filtering Your Data
At the top of the dashboard, you can filter your view to analyze specific segments of your business:
Time Period
Last 7 Days, 30 Days, 90 Days, or 12 Months (default: Last 12 Months)
This Calendar Year or Custom Date Range
Switch between Financial Year and Calendar Year views
Additional Filters
Client/Client Group – Focus on a specific client or group
Property – Analyze specific locations (multi-select available)
Account Manager – View profitability by account manager
Branch – Compare performance across branches
Tip: Combine filters to drill down into specific areas. For example, filter by Branch + Account Manager to see how a specific manager's clients are performing in a particular region.
Understanding the Three Main Sections
1. Summary Section
This section gives you a high-level overview of your client portfolio's financial health.
Key Metrics
Total Net Invoiced Revenue
Total revenue billed across all completed and archived tasks (after credits).
Total Actual Costs
All costs incurred, including labour, materials, equipment, expenses, and subcontracted work.
Total Actual Profit
Calculated as: Total Revenue - Total Costs
Average Profit Margin
Your profitability percentage: (Total Profit / Total Revenue) × 100
What You'll See
Monthly Profitability Trend – A bar graph showing revenue and profit for each month. Hover over any month to see detailed numbers.
Labour Hours – Total actual hours worked and estimated hours from service tasks.
Top 5 Task Categories – See which types of work (Reactive, Preventative, Project, etc.) are most profitable, including revenue, profit, hours, and margin for each.
Current Portfolio Metrics (when viewing current date):
Active Clients and Properties
Annual Fixed Revenue from contracts
2. Portfolio Breakdown Section
Dive deeper into the makeup of your client portfolio to understand your top performers.
Top Sectors
See which industries or business sectors are most profitable:
Sector Name – e.g., Healthcare, Education, Retail
Number of Clients – How many clients in each sector
Net Revenue – Total revenue from the sector
Actual Profit – Total profit from the sector
Actual Hours – Total hours worked
Profit Margin – Profitability percentage for the sector
Use this to:
Identify which sectors are most valuable to your business
Spot underperforming sectors that may need attention
Plan marketing and sales efforts toward high-value industries
Top Clients
View your 5 most profitable clients with key metrics:
Net Invoiced – Total revenue from the client
Actual Profit – Net profit from the relationship
Actual Hours – Total labour hours spent
Profit Margin – Client profitability percentage
Use this to:
Prioritize service and support for your most valuable accounts
Identify growth opportunities with successful clients
Understand which client relationships are most profitable
3. Client Revenue Section
This table shows profitability for every client with profitability in the selected period, broken down by groups of task categories.
What You'll See
For each client, you can view:
Client – The client name, which links to the client record. The column stays in view when you scroll across.
Net – Revenue and Profit across all task categories. Revenue shows the hours worked beneath the figure. Profit shows the profit margin beneath the figure.
Revenue Extraction – I&T + Billing revenue, All other types revenue and the Ratio of the two. Hover over the heading to see an explanation.
A Revenue and Profit pair for each task category group: I&T + Billing Revenue, Manually Created, Quote Created and Other. A group appears only when it contains task categories. Manually Created and Quote Created show the task category name when the group holds a single category.
Table Features
Paging – The table shows 10 clients per page. Use the page controls below the table to move between pages.
Order – Clients are listed with the most profitable first. Column headings do not sort the table.
Filters – The table follows the filters at the top of the dashboard.
Download Client Revenue as CSV
Click Download CSV next to the Client Revenue heading to export the table. The file is prepared in the background and downloads in your browser when it is ready. It is not emailed.
The export follows the dashboard filters and includes every matching client, not only the clients on the current page. Each row is one client. The columns are:
Client and Client Ref
Net Revenue, Net Hours, Net Profit and Net Margin %
Revenue Extraction I&T + Billing, Revenue Extraction All Other Types and Revenue Extraction Ratio %
Revenue, Hours, Profit and Margin % for each task category group, headed with the group name
Figures are rounded to whole numbers. Margin % is blank for a client with no revenue, and Ratio % is blank for a client with no I&T + Billing revenue.
Understanding "Pull-Through Rate"
This table helps you assess which service categories are generating revenue versus which are underutilized.
Example: A client with many properties might have high Preventative service potential but low actual Preventative revenue. This indicates an opportunity to expand services in that category.
Quick Start Guide
Step 1: Review Summary Metrics
Check your Total Net Invoiced Revenue, Total Actual Costs, and Total Actual Profit. Review the monthly trend chart to spot patterns.
Step 2: Analyze Top Sectors
Identify which sectors are most/least profitable. Look for opportunities to focus on high-margin sectors.
Step 3: Examine Top Clients
Review your 5 most profitable clients. Compare profit margins and identify which clients are driving overall profitability.
Step 4: Deep Dive into Client Revenue
Use the detailed table to:
Find clients with high revenue but low profit (potential cost issues)
Identify underutilized service categories for each client
Spot expansion opportunities using pull-through rate analysis
Step 5: Take Action
Use these insights to:
Prioritize accounts for business development
Identify cost management opportunities
Plan resource allocation based on profitability data
Develop strategies for underperforming clients
Important Notes
Data Source: All data comes from completed and archived tasks only
Real-Time Updates: Changes to invoices or tasks appear immediately
Date Filters: Date ranges are inclusive of both start and end dates
Profit Margin Calculations: Always recalculated from aggregated totals, not averaged
Sector Classification: Clients without a sector may appear as "Unclassified"