Margin per client, mandate and person — and the view ahead
Revenue, costs and margin per client, mandate and employee — plus a financial forecast that looks months ahead instead of explaining last quarter.
Sound familiar?
Reports explain the past
Month-end figures arrive weeks later and tell you what already went wrong.
Numbers from five sources
Hours, invoices, overheads and pipeline are stitched together in Excel for every partner meeting.
No idea which clients pay off
Revenue is visible, but the real margin per client and person is not.
How it works
- 01
Data flows in automatically
Hours, rates, invoices, overheads and pipeline come from the other modules — no exports.
- 02
Analyse margins
Drill into revenue, costs and margin per client, mandate and employee.
- 03
Look ahead
The forecast combines pipeline, budgets and run rate into the months ahead.
Built for the way your firm works
See which mandates and clients are profitable, how partners and associates contribute, and what the coming months look like.
Compare margins across clients and retainers, and know early whether next quarter is covered.
Steer by utilization, cost rates and margin per team, with overheads included in the picture.
What you get
Margin analysis
Revenue, costs and margin per client, mandate and employee.
Financial forecast
Forward view from pipeline, budgets and run rate.
Overhead costs
Overheads included, reconciled with your accounting.
Multi-currency
Figures across CHF, EUR and USD with exchange rates.
Partner-meeting ready
Reports and exports ready for the next partner meeting.
Always current
Every booking and invoice updates the reports immediately.
Works hand in hand with
Frequently asked questions
Where does the report data come from?+
From the other modules: booked hours with their rates, invoices, overhead costs and the pipeline. Nothing has to be exported or merged by hand.
How does the forecast work?+
It combines expected new business from the pipeline, remaining project budgets and your current run rate into a forward view.
Are overhead costs included?+
Yes. Overhead costs are part of the picture and can be reconciled with your accounting.
Can I see margin per employee?+
Yes. Revenue, costs and margin can be analysed per client, mandate and employee.
Can I export reports?+
Yes. Reports can be exported, for example for partner meetings.
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