Which clients make you money, and which ones cost you.
Each client's margin from what your people are actually paid and the hours they log in Teamwork. Then the delivery team's margin against the 60% line, and the bonus pot it builds each quarter.
Every client's margin against your target.
Retainer and commission against the time spent on each client, costed at real rates, client by client. The clients under target are plain to see, with the hours behind them.
- Margin against target, client by client
- Hours costed at each person's real rate
- Retainer and commission on the same line
The delivery team's margin, and the bonus it builds.
The delivery margin sits against the 60% line all quarter, and the bonus pot from retainers and commission grows with it.
- Delivery margin against 60%
- Retainers and commission in the pot
- Worked out each quarter
Hours from Teamwork, costs from Xero payroll.
Time comes in from Teamwork, archived projects too, and is costed at each person's rate from Xero payroll. Billable rates are worked out here and pushed back to Teamwork every morning.
- Hours mirrored from Teamwork
- Each person's cost from Xero payroll
- Billable rates pushed to Teamwork daily
The bonus on the first page you open.
The agency's Home carries the quarter's bonus beside what needs you and your clients, so where the quarter stands is the first thing you see each morning.
- The bonus card on Home
- What needs you, by team
Questions from agencies
Can our account managers see client margin?
They see each client's status and hours, never the money. Margin stays with the roles allowed to see it.
Do we need Teamwork and Xero?
Margin needs time from Teamwork, and costed rates come from Xero Payroll UK. Client analytics work without either.
