Which clients make you money, and which ones cost you.
Each client's margin from what your people are actually paid and the hours they log in Teamwork. Then the delivery team's margin against your target margin, set by your agency, and the bonus pot it builds each quarter.
The delivery team's margin, and the bonus it builds.
The delivery margin sits against your target margin all quarter, a target your agency sets, and the bonus pot from retainers and commission grows with it. The agency's Home carries the quarter's bonus beside what needs you and your clients, so where the quarter stands is the first thing you see each morning.
- Delivery margin against the target your agency sets
- Retainers and commission in the pot
- Worked out each quarter
Hours from Teamwork, costs from Xero payroll.
Time comes in from Teamwork, archived projects too, and is costed at each person's rate from Xero payroll. Billable rates are worked out here and pushed back to Teamwork every morning.
- Hours mirrored from Teamwork
- Each person's cost from Xero payroll
- Billable rates pushed to Teamwork daily
Questions from agencies
Can our account managers see client margin?
They see each client's status and hours, never the money. Margin stays with the roles allowed to see it.
Do we need Teamwork and Xero?
Margin needs time from Teamwork, and costed rates come from Xero Payroll UK. Client analytics work without either.
