{"id":14414,"date":"2020-12-29T15:14:14","date_gmt":"2020-12-29T12:14:14","guid":{"rendered":"https:\/\/everhour.com\/blog\/?p=14414"},"modified":"2023-04-11T17:01:20","modified_gmt":"2023-04-11T14:01:20","slug":"clients-profitability-dashboard-in-reports","status":"publish","type":"post","link":"https:\/\/everhour.com\/blog\/clients-profitability-dashboard-in-reports\/","title":{"rendered":"Clients Profitability Dashboard in Reports"},"content":{"rendered":"\n<p>A lot of our users take advantage of pre-created reports that we call dashboards. They are located on our &#8220;Reports&#8221; page and are available to users with admin access.<\/p>\n\n\n\n<p>We have enlarged this family by adding a new dashboard called &#8220;Clients Profitability&#8221;.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What Is It Useful For<\/h2>\n\n\n\n<p>&#8220;Clients Profitability&#8221; will be very handy for those teams who actively use clients in Everhour and want to quickly whether the client payment covers the costs you bear paying your employees.<\/p>\n\n\n\n<p>The dashboard shows the client name, its billable amount, costs, profit as a bare difference between amount&amp;costs and in a form of a percentage. Clients with T&amp;M projects show the uninvoiced amount.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/everhour.com\/blog\/wp-content\/uploads\/2021\/01\/Clients_Profitability_-_Everhour.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"455\" src=\"https:\/\/everhour.com\/blog\/wp-content\/uploads\/2021\/01\/Clients_Profitability_-_Everhour-1024x455.png\" alt=\"clients profitability dashboard in reports\" class=\"wp-image-14485\" title=\"clients profitability dashboard in reports\" srcset=\"https:\/\/everhour.com\/blog\/wp-content\/uploads\/2021\/01\/Clients_Profitability_-_Everhour-1024x455.png 1024w, https:\/\/everhour.com\/blog\/wp-content\/uploads\/2021\/01\/Clients_Profitability_-_Everhour-300x133.png 300w, https:\/\/everhour.com\/blog\/wp-content\/uploads\/2021\/01\/Clients_Profitability_-_Everhour-768x341.png 768w, https:\/\/everhour.com\/blog\/wp-content\/uploads\/2021\/01\/Clients_Profitability_-_Everhour-1536x682.png 1536w, https:\/\/everhour.com\/blog\/wp-content\/uploads\/2021\/01\/Clients_Profitability_-_Everhour-2048x909.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<p>By the way, if you keep expenses separate from billable amount or costs, they don&#8217;t take part in calculating the client profitability at all. You can read more about our expenses type <a href=\"https:\/\/everhour.com\/blog\/expenses-now-in-costs-and-profit\/\">here<\/a>.<\/p>\n\n\n\n<p>Also, be cautious with the period filter: it impacts what projects calculate the client profit! You can expand the list to see the profitability per project for the selected period.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/everhour.com\/blog\/wp-content\/uploads\/2021\/01\/Clients_Profitability_-_Everhour-1.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"449\" src=\"https:\/\/everhour.com\/blog\/wp-content\/uploads\/2021\/01\/Clients_Profitability_-_Everhour-1-1024x449.png\" alt=\"clients profitability dashboard in reports\" class=\"wp-image-14487\" title=\"clients profitability dashboard in reports\" srcset=\"https:\/\/everhour.com\/blog\/wp-content\/uploads\/2021\/01\/Clients_Profitability_-_Everhour-1-1024x449.png 1024w, https:\/\/everhour.com\/blog\/wp-content\/uploads\/2021\/01\/Clients_Profitability_-_Everhour-1-300x131.png 300w, https:\/\/everhour.com\/blog\/wp-content\/uploads\/2021\/01\/Clients_Profitability_-_Everhour-1-768x337.png 768w, https:\/\/everhour.com\/blog\/wp-content\/uploads\/2021\/01\/Clients_Profitability_-_Everhour-1-1536x673.png 1536w, https:\/\/everhour.com\/blog\/wp-content\/uploads\/2021\/01\/Clients_Profitability_-_Everhour-1-2048x897.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<style type=\"text\/css\">\n\t#everhour-advanced-banner-block_609d2cae67cd1 {\n\ttext-align:left;\n\tbackground-color:#fff5f3;\n\tbackground-position:right bottom;\n\tbackground-repeat:no-repeat;\n\tbackground-size:contain;\n\tbackground-image: url(https:\/\/everhour.com\/blog\/wp-content\/uploads\/2020\/12\/conversion-block-1@2x.png);\n}\n#everhour-advanced-banner-block_609d2cae67cd1 .everhour-advanced-banner__title {\n\tcolor:#333333;\n\ttext-align:left;\n}\n#everhour-advanced-banner-block_609d2cae67cd1 .everhour-advanced-banner__subtitle {\n\tcolor:#7c7c7c;\n\ttext-align:left;\n}\n#everhour-advanced-banner-block_609d2cae67cd1 .everhour-advanced-banner__cta {\n\ttext-align:left;\n}\n#everhour-advanced-banner-block_609d2cae67cd1 .everhour-advanced-banner__cta .button {\n\tborder-color:#e8585a;\n\tbackground-color:#e8585a;\n\tcolor:#FFFFFF;\n\tbox-shadow:0 3px 10px 0 rgba(238, 92, 87, 0.51), inset 0 3px 20px 0 rgba(238, 92, 87, 0.3);;\n}\n#everhour-advanced-banner-block_609d2cae67cd1 .everhour-advanced-banner__cta .button:hover, #everhour-advanced-banner-block_609d2cae67cd1 .everhour-advanced-banner__cta .button:active, #everhour-advanced-banner-block_609d2cae67cd1 .everhour-advanced-banner__cta .button:active:hover {\n\tbackground-color:rgba(255,255,255,0);\n\tcolor:#e8585a;\n\tbox-shadow:button_hover_shadow;\n}\n#everhour-advanced-banner-block_609d2cae67cd1 .everhour-advanced-banner__cta .button:active {\n\ttransform:translateY(2px);\n}\n@media (max-width: 480px) {#everhour-advanced-banner-block_609d2cae67cd1 {background-image: initial;}}<\/style>\n\n<div class=\"everhour-advanced-banner-container\">\n\t<div id=\"everhour-advanced-banner-block_609d2cae67cd1\" class=\"everhour-advanced-banner banner-style-horizontal button-style-lash\">\n\t\t<div class=\"everhour-advanced-banner__content\">\n\t\t\t\t\t\t\t<div class=\"everhour-advanced-banner__title\">Track time with Everhour<\/div>\n\t\t\t\t\t\t\t\t\t\t<div class=\"everhour-advanced-banner__subtitle\">Forget about errors in your reports and invoices, minutes of<br>work unpaid for, messy bills and budgets &#8211; Everhour<br>can take care of all of that in one click!<\/div>\n\t\t\t\t\t\t\t\t\t\t<div class=\"everhour-advanced-banner__cta\">\n\t\t\t\t\t<a href=\"https:\/\/everhour.com\/tour\" class=\"button button--lg button--solid action-button\" type=\"button\" target=\"_blank\">\n\t\t\t\t\t\tGet it now\t\t\t\t\t<\/a>\n\n\t\t\t\t\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"21\" height=\"42\" viewBox=\"0 0 21 42\"><g fill=\"none\" fill-rule=\"evenodd\"><g fill=\"#e8585a\">\n\t\t\t\t\t\t<path d=\"M210.6 174.792c.347-.21.627.01.936.16 2.852 1.383 5.205 3.413 7.392 5.661.503.517.904 1.096 1.072 1.824.087.377.478.73.018 1.109-.505.415-.922.106-1.316-.187-1.238-.919-2.465-1.852-3.697-2.78-.876-.65-1.73-1.328-2.62-1.957-1.034-.73-2.005-1.461-1.93-2.933.015-.316-.248-.659.145-.897zm1.924-13.103c-.114-.65.046-.87.645-.79 3.098.413 6.23.233 9.334.553 1.429.147 2.838.361 4.07 1.172.369.257.648.59.912.936l.314.418.161.207c.246.306.389.543.17.886-.213.332-.474.575-.923.496-.777-.137-1.555-.281-2.338-.375-3.02-.362-6.049-.672-9.066-1.069-1.503-.197-2.948-.543-3.28-2.434zm11.358-19.193c1.025-.282 1.41.91 2.285 1.01.124.015.026.336-.063.507-.151.292-.468.495-.48.92.335.106.513-.038.696-.166.201-.14.382-.48.657-.235.265.235.122.585-.02.838-.163.287-.389.552-.629.783-.895.866-2.051 1.083-3.221 1.184-3.752.325-7.514.457-11.277.569-1.811.054-1.924-.038-2.602-1.613-.66-1.53-.66-1.531 1.053-1.838.296-.053.595-.09.892-.147 1.402-.268 2.82-.432 4.24-.573l1.706-.165c2.274-.218 4.544-.464 6.763-1.074z\" transform=\"translate(-208 -142)\"\/>\n\t\t\t\t\t\t<\/g><\/g><\/svg>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>A lot of our users take advantage of pre-created reports that we call dashboards. They are located on our &#8220;Reports&#8221; page and are available to users with admin access. We have enlarged this family by adding a new dashboard called &#8220;Clients Profitability&#8221;. What Is It Useful For &#8220;Clients Profitability&#8221; will be very handy for those [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[131],"tags":[],"class_list":["post-14414","post","type-post","status-publish","format-standard","hentry","category-product-updates"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Clients Profitability Dashboard in Reports &#8211; Time Tracking &amp; Project Management Blog<\/title>\n<meta name=\"description\" content=\"A new Clients Profitability dashboard provides an insight to how much your earn on clients and help you to stop losing money.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/everhour.com\/blog\/clients-profitability-dashboard-in-reports\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Clients Profitability Dashboard in Reports &#8211; 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