PM GuideReports
Client Profitability
Compare revenue, internal cost, and margin per client across all projects.
Client Profitability Report
The Client Profitability report (/reports/clients) aggregates financials per client so you can see at a glance which clients are profitable and which are eroding margin.
Key metrics
| Metric | Description |
|---|---|
| Quoted amount | Net revenue from FiC quotes |
| Net cost | sum(member.pricePerHour × loggedHours) across included projects |
| Profit | quotedAmount − netCost |
| Margin % | profit / quotedAmount × 100; unavailable without quoted revenue |
Project rollup
The report includes every canonical client, including archived clients, and rolls up active, completed and archived PayMe projects. Clients without PayMe projects remain selectable and show an empty project rollup. Paymo archive records are separate from this rollup.
Filters
- Date range — filter by project creation date or invoice date
- Billing type — fixed, T&M, or all
- Billing status — filter to
invoicedonly for settled projects
Reading the numbers
- High margin (> 30%) — project was well-scoped and efficiently delivered
- Low margin (< 10%) — worth reviewing: scope creep? Under-estimation? Over-staffed?
- Negative margin — the project cost more than it invoiced (common on first run with a new client type; should not repeat)
Limitations
pricePerHouris set per member and not updated retroactively. Historical cost calculations use the rate at time of reporting, not the rate when work was done.- Totals cover linked PayMe projects, not every FiC document or Paymo archive project.
- Client identifiers and names come from ClickHouse, including clients without projects.