Clearmargin
GuidesClients & Contacts

View Client Profitability

See revenue, costs, and margin for a client.

See revenue, costs, and margin for a client.

Steps

  1. Go to "Clients" in the sidebar (/dashboard/clients).
  2. Click on a client name to open their detail page.
  3. Navigate to the "Profitability" tab.
  4. View revenue breakdown: recurring revenue, billable hours, pass-through, markup.
  5. View cost breakdown: direct costs, labor costs, overhead allocation.
  6. Toggle between contribution margin and true cost views.

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