Reports
Profitability Reports
Analyze profit margins by client to understand where your business earns the most.
Profitability Reports
The Profitability report helps you understand which clients and jobs are most profitable, so you can make better decisions about where to focus your efforts.
What the Profitability Report Shows
- Client name — Each client you have done work for in the selected period.
- Revenue — The total invoiced amount for that client.
- Costs — The total cost of labor, materials, and services for that client's jobs.
- Profit — Revenue minus costs.
- Profit margin — Profit expressed as a percentage of revenue.
Generating a Profitability Report
- Go to Reports > Profitability.
- Select your date range.
- Click Generate Report.
The report displays a table sorted by profitability, making it easy to see your most and least profitable clients at a glance.
How to Use This Report
- Identify your best clients — Focus on the clients that generate the highest profit margins.
- Spot underperforming jobs — If a client consistently has low margins, investigate whether pricing or efficiency can be improved.
- Inform pricing decisions — Use historical profitability data to set better rates for future quotes.
- Guide business strategy — Understand which types of work are most profitable for your business.
Exporting
Click Export CSV to download the profitability data for further analysis.