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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 Report
Briefing Book > Profitability by Client
Overview
Summary for All Lines of Business
Summary for all
Lines of Business
Overview
Broken Out by Line of Business
“Fully Managed”
Managed Services
Block Time
T&M and
Projects
Product Sales
Overview
Key Indicators for each Customer
Most
Profitable
Client
Profit
AFTER
you paid
your
Engineers
Total Revenue
Revenue
from
Service
Activities
Total
Hours
across all
Lines of
Business
Effective
Hourly
Rate
Average
W-2 Cost
per Hour
Profit
BEFORE
you paid
your
Engineers
Drill-Down
Agreements for this Company
Click Company Name to drill down to Agreements
Drill-Down
Invoices for this Agreement
Click Agreement to drill down to invoices
Drill-Down
Line Items for this Invoice
Click Invoice to
drill down to
Line Items
Drill-Down
Time Entries for this Invoice
Click
Hours to
drill down
to Days
Drill-Down
Time Entries Detail for this Day
Click Day
to see
Time
Entries
Click Time
to see
Time Entry
Details
Settings
Click down-
arrow icon to
export to
Excel
Click “Refresh”
after changing
parameters
Select
Locations
to 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 Service
Other Resources
www.NewHavenTech.com
Support@NewHavenTech.com
www.YouTube.com/NewHavenTech
www.LinkedIn.com/NewHavenTech
www.FaceBook.com/NewHavenTech
@NewHavenTech
www.SlideShare.net/NewHavenTech
www.ConnectWise.com/Marketplace

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Profitability by client

  • 2. 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.
  • 3. 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”.
  • 4. Where to Find the Report Briefing Book > Profitability by Client
  • 5. Overview Summary for All Lines of Business Summary for all Lines of Business
  • 6. Overview Broken Out by Line of Business “Fully Managed” Managed Services Block Time T&M and Projects Product Sales
  • 7. Overview Key Indicators for each Customer Most Profitable Client Profit AFTER you paid your Engineers Total Revenue Revenue from Service Activities Total Hours across all Lines of Business Effective Hourly Rate Average W-2 Cost per Hour Profit BEFORE you paid your Engineers
  • 8. Drill-Down Agreements for this Company Click Company Name to drill down to Agreements
  • 9. Drill-Down Invoices for this Agreement Click Agreement to drill down to invoices
  • 10. Drill-Down Line Items for this Invoice Click Invoice to drill down to Line Items
  • 11. Drill-Down Time Entries for this Invoice Click Hours to drill down to Days
  • 12. Drill-Down Time Entries Detail for this Day Click Day to see Time Entries Click Time to see Time Entry Details
  • 13. Settings Click down- arrow icon to export to Excel Click “Refresh” after changing parameters Select Locations to 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
  • 14. Executive Briefing Service Other Resources www.NewHavenTech.com Support@NewHavenTech.com www.YouTube.com/NewHavenTech www.LinkedIn.com/NewHavenTech www.FaceBook.com/NewHavenTech @NewHavenTech www.SlideShare.net/NewHavenTech www.ConnectWise.com/Marketplace