See project risks, number of offerings, revenue, and margin at the client level.


Report Filters


  • Project Owners, Sales Owners, Stages, Project Status, and Billing Models
  • Relative Dates or a Date Range
  • Option to download the table as an excel file

Key Metrics

  • Project Risk: Based on what was set in the Risk drop down for each of the individual project pages on the account
  • Projected Margin: Projected gross profit (projected revenue minus projected costs) across all projects for the account 
  • %: Percentage of sales turned into profits (projected gross profit divided by projected revenue)
  • Projected Revenue: The expected amount of money generated based on all of the project plans for the account
  • Average Rate: The average bill rate for every project role, excluding non-billable roles

Account Breakdown


Clicking into an account reveals more specific information regarding individual projects.

  • Offerings tab: Breakdown of offerings and what the revenue/margin of the offering is. A good view to see how offerings differ.
  • Roles and People tab: See which roles or people have been on client projects the longest. Viewing this information by revenue allows you do see who is generating the most revenue.

Note: You can view the table as revenue, cost, or hours.

Powered by Zendesk