A Clients report is a special type of report that shows the performance of your clients, including the time, income, and expenses for each client in a specific period. To view client performances:
- Click the Reports section in the main menu
- Click the Clients tab in the header
- Choose your date range from the calendar (Alternatively, you can select a pre-determined date range, including Today, This Week, Last Week, This Month, Last Month, This Year)
You will see a table view for all clients – if you want a visual report click the “Graph” button.
So, be able to see each client’s:
- Work hours – hours recorded on work activities – this is the sum of billable and non-billable hours
- Billable hours – the portion of work hours that is billable to the client
- Non-Billable the postion of work hours that is non-billable to the client (e.g. proposal preparation, initial meetings, administrative work that is not payable)
- Utilization – the share of billable hours in total work hours
- Revenue – billable hours multiplied by the involved team members’ billing rates entered in the timer
- Cost allocated to the client – total recorded hours multiplied with employee cost (pay) rate
- Profit – revenue minus costs
Insight into details
Click the “Details” button and you will get more details for each client:
- The team involved in the client engagement with a breakdown of the hours structure per team member
- Projects performed for the client with the hours structure for different types of projects
- Tasks performed for the client with hours structure
- Total number of team members involved in the client engagement, as well as the total number of tasks and projects related to this client
Calculations in the Report Columns:
- Work hours = Billable + Non-billable
- Utilization – Billable hours / Work hours
- Revenue = Each team member’s hours x each team member’s billing rate entered in the tracker/ timesheet
- Cost = The number of hours for each team member x the cost rate set up in the Team Setup for every team member
- Profit = Revenue – Costs
Graphic Overview
If you want a graphic overview, click the “Graph” button
Clients will be listed in the order given in the table view by default.
How to Make a Client Performance Assessment Based on This Report
- If you compare the revenues, costs and profits among the clients you will get insight into your best performing and low performing clients
- If you see a client is taking more hours or resources than expected, you will be able to re-negotiate the terms with that client or terminate relationships with your loss-generating clients
- Use hours and costs invested in a project to determine prices for further similar engagements with established or new clients
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