Services & Agencies
Know which clients make you money
Effective rate
38.2%
Utilisation %
94.2%
Client margin
31.4%
Hours delivered
6 d
Time tracking lives in one tool, invoices in another, and project scope in a third. Everyone has an opinion about which accounts are worth keeping, But nobody can produce the effective hourly rate per client without a week of spreadsheet archaeology, so the conversation keeps getting postponed.
What you get
The dashboards this industry runs on
Not a feature list. The specific outputs teams in your position ask for first.
Client profitability
Fee revenue against actual delivered hours, giving an effective hourly rate per client and margin by service line.
Utilisation and capacity
Billable versus non-billable by person and team, with the forward view of who is over-committed next month.
Marketing attribution
For the accounts you run: spend, pipeline and closed revenue per channel, with CAC and payback calculated per campaign.
Why you can trust it
The engine underneath the dashboard
The output is what you came for. This is why the numbers on it hold up.
Your own numbers, not just the client's
Client-reporting tools show a client how their campaigns performed. None of them joins your time tracking to your invoicing, because none of them touches finance data — so none can tell you the effective rate on an account. That join is the whole point of this page.
Joins the tools you already use
Harvest, Xero, Jira, Sheets and your CRM, connected directly rather than exported and reconciled by hand. Marketing platforms too, so the client's channel data and your delivery cost land on the same canvas.
Recorded, re-runnable prep
The messy part, matching project codes to invoice lines, is done once and then runs itself every night.
One canvas, two audiences
The client's dashboard and your margin view come off the same pipeline, scoped by row-level security so each sees only their half — and the client's half costs nothing to share, however many of them there are.
Draft mode
Change a calculation, see it, and publish only when it's right. Clients never see a half-finished view.
- 30h → 4h
- monthly reporting prep at RethinkFirst
- 1000%
- reporting ROI improvement reported
- $0
- cost to share a dashboard with a client
Before you ask
The questions this industry always raises
Bring these to a demo. They're the ones we expect, and we'd rather answer them early than late.
- Can we share a dashboard with a client without paying per viewer?
- Will it join time tracking to invoicing automatically?
- Can each client see only their own data?
- How long before we know our real margin per account?
See it on your services & agencies data.
Start free and connect one source, or book a demo if you'd rather we scoped it with you first. Both work.
- 21-day Pro trial
- No credit card
- Viewers always free