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Client Profitability Tracker

Fees against hours by client, because the biggest client and the best one are rarely the same.

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Who this workbook is for

Anyone whose biggest client feels like hard work

It probably is. In the demo the largest client is 34 per cent of the fees but 39 per cent of the hours, and pays £57.35 against a £65 target. It looks like the best client on a bank statement and is the second worst on this sheet.

Anyone deciding who to reprice

Below your target is not the same as drop them. The sheet gives you the gap in pounds an hour, which is what you take into the conversation. Those 340 hours at the best client’s rate would have been £29,750 instead of £19,500.

Anyone about to quote the next job

Your blended rate is the honest starting point, and it is not the number on your website. Here it is £66.02 across five clients, held up by a small client at £87.50 and dragged down by a large one.

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