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Profitability by Client
Background Tour
Purpose/Background
• “Stack ranks” clients from most-profitable to least profitable over the time period that you select
• Shows “all in” profitability, revenue and labor hours at the client level
• Drill-down into each type of revenue for each client– …and further into invoices, hours, time entries, etc.
Notes and Notices
• Set the date range (start date, stop date) to the desired period. Typically this report is run for a one-year date range. Enter the desired start and stop dates, then hit REFRESH.
• Set the “Internal Labor Product Types” to identify products to be included as “Service Revenue”.
Where to Find the ReportBriefing Book > Profitability by Client
OverviewSummary for All Lines of Business
Summary for all Lines of Business
OverviewBroken Out by Line of Business
“Fully Managed”Managed Services
Block Time
T&M and Projects
Product Sales
OverviewKey Indicators for each Customer
Most Profitable
Client
Profit AFTER
you paid your
Engineers
Total Revenue
Revenue from
Service Activities
TotalHours
across all Lines of Business
Effective Hourly Rate
Average W-2 Cost per Hour
Profit BEFORE you paid
your Engineers
Drill-DownAgreements for this Company
Click Company Name to drill down to Agreements
Drill-DownInvoices for this Agreement
Click Agreement to drill down to invoices
Drill-DownLine Items for this Invoice
Click Invoice to drill down to
Line Items
Drill-DownTime Entries for this Invoice
Click Hours to drill
down to Days
Drill-DownTime Entries Detail for this DayClick Day
to see Time
Entries
Click Time to see
Time EntryDetails
Settings
Click down-arrow icon to
export to Excel
Click “Refresh” after changing
parameters
Select Locationsto Display
Select date range (Past 12 months is
recommended)
Identify which products should be
counted for “Service
Revenue”
Click “expand” icon to show
this data in its own browser
tab
Executive Briefing ServiceOther Resources
www.YouTube.com/NewHavenTechwww.LinkedIn.com/NewHavenTechwww.FaceBook.com/[email protected]/NewHavenTech
www.ConnectWise.com/Marketplace
