Free Finance Resource
Client Profitability Tracker
Know Which Clients Make (or Lose) You Money
A spreadsheet framework for tracking true profitability per client — including direct costs, allocated overhead, and hidden time drains that most agencies miss.
See which clients are actually profitable
Identify hidden costs draining your margins
Make data-driven pricing decisions
Know when to raise rates or fire clients
Revenue tracking per client
Direct cost calculation
Overhead allocation method
Profitability dashboard metrics
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Complete Checklist
Work through each category to audit your client experience
Put These Insights Into Action
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