What Margin>Overview report can tell you Learn how to use the Margin Overview report and its benefits.
How to Navigate the Margin Overview Report

A detailed breakdown of the Margin Report and how to best use it.

What the Margin Overview Report can tell you

The Margin Report highlights trends in your profitability across departments, roles, offerings, clients, workers, and projects. A monthly review of how your margin performed in the last month is an important part of catching issues before they become big problems for the organization.

The table in this report features custom alerting so that you can quickly understand where your margin is under/over. Use the slider to set an alert threshold with anything under your threshold appearing in red and anything over appearing in blue.

Paying attention to trends in your average bill rate and profit margins across clients, projects, and teams will draw your attention to potential downstream issues in pricing or delivery execution.

How to Navigate the Margin Overview Report

In order to more easily understand what you're seeing, we segmented the page into four sections to break down what you'll find and best make use of the powerful data at your fingertips.

(1) Filters and Customization


This part of the page is where you'll pick out what Data segments you'll want to slice Margin by. In the top left, you'll find Filters which you can use to segment your data (with options for Department, Financial Model, Stage, Client, Project Status, Worker Type and People Tags).  

On the right side of the page, you'll select the Date Range, as well as the period (Weekly, Monthly, Quarterly, Yearly).

By clicking the green button in the top-right corner, you can create a Saved View for easy access to the filtered view you've created.

(2) Graph


This is a visual representation of the data you'll find below, over the timeframe you've selected. You'll see Actual Revenue and upcoming Planed Revenue, to compare to your Costs, as well as the Actual Margin (past) and Projected Margin (future) between Plans/Actuals and Costs.

(3) Drill Down/Search/Columns

Between the Graph and the Data set that it's pulling from, there are a few additional customization options. On the left side, you'll see Drill Down options - using these, you can view your data by Department, Role, Offering, Client, Person or Project in order to get added perspective on which segments you have a higher/lower margin on.  

On the left side, you'll see a customizable Alerting Threshold - helps you pick out instances where Margin is higher or lower than expected.  There is also an eye-icon you can click on to hide/reveal different columns in the data set.  

Finally, you'll also see a Search function to look for a single Department/Role/Offering/Etc. and a CSV option to save your data set for future reference.


(4) Data Set


At the very bottom of the page is where you'll see the Data Set you've selected. While you can customize the columns, here are the basic data points that are revealed by the Revenue > Margin Report:

  • Revenue - The total earnings for the segment (Department, Role, Offering, etc.) you're looking at.
  • Average Bill Rate - The average bill rate per hour for the segment, calculated by Revenue divided by Hours.
  • Costs - This is the total Project Costs.
  • Gross Profit - This is the profit for the segment as calculated by Revenue minus Costs.
  • Margin - The difference between Revenue and Costs (represented as a percentage), as calculated by Gross Profit divided by Revenue (Gross Profit/Revenue x 100).  

These options work together to help you highlight which Departments, Roles, Offerings, and other segments have the highest Margin allowing you to see which are the most and least profitable.

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