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