How Can I See Which Clients Are Profitable and Which Ones Cost Us Money?
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How Can I See Which Clients Are Profitable and Which Ones Cost Us Money?
You see it by combining each client's revenue with the hours worked and the direct costs, and by letting a calculated field show the margin per client over time. On Jestor, this runs through linked client, time, and cost tables with a dashboard.
Revenue alone does not show profit. A large client who demands constant attention may earn the agency less than a smaller client who is simple to serve, but without data, this is only a suspicion.
What unknown client profitability costs
- Time invested in clients who earn the agency little
- Prices that ignore the real effort of each account
- Difficult conversations without numbers to support them
- Growth that adds work but not profit
How client profitability tracking works
- Each client has revenue from retainers and projects
- Time logs convert hours into internal cost
- Direct costs, such as freelancers and media fees, are added
- A dashboard ranks clients by margin
Why Jestor fits this use case
- Real numbers guide decisions about pricing and focus
- Unprofitable clients can be renegotiated or released
- Account managers see the effect of extra work
- This scales from a small client list to a large portfolio
| Revenue only | Margin per client |
|---|---|
| Real profit unknown | Clients ranked by profitability |
Frequently Asked Questions
Do I need exact hourly cost for each person? An average internal rate per role is usually enough to start. More at jestor.com.
Can costs come from my ERP? Yes, through the native Omie or Conta Azul integration.
Can I compare quarters? Yes, date filters show how margin changes.
With Jestor, you can automate workflows, connect teams, and build internal systems your way, all without code and powered by AI. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control.