GuidesClients & Contacts
View Client Profitability
See revenue, costs, and margin for a client.
See revenue, costs, and margin for a client.
Steps
- Go to "Clients" in the sidebar
(/dashboard/clients). - Click on a client name to open their detail page.
- Navigate to the "Profitability" tab.
- View revenue breakdown: recurring revenue, billable hours, pass-through, markup.
- View cost breakdown: direct costs, labor costs, overhead allocation.
- Toggle between contribution margin and true cost views.