Whether you’re part of a global network or running an indie agency, the challenge is the same. Resource hours are tight and margins have never been more important. So knowing which clients are profitable and which aren’t is a game changer. That’s why Tangram have built a Client Profitability Power BI Dashboard as part of Tangram’s Core Power BI package. The dashboard is built specifically to make agencies financials clearer, faster and easier to act on.
Lets look at what it is, how it is helping agencies and how simple it is to get started:
What is the Client Profitability dashboard?
The Client Profitability dashboard is a ready to deploy templated PowerBI solution that connects directly to Deltek Workbook. This template can be conveniently connected to your agency’s data to provide rapid insights to the business. It transforms raw financial and time-tracking data into an interactive PowerBI dashboard that enables you to view how each client contributes to your agencies performance.
Some key features of the Client Profitability dashboard template:
- Top line metrics (e.g. revenue, contribution, gross margin, profit and overhead allocations)
- Visual breakdowns like “Profit by Client”, “Profit by Job Type” and “Service Segment Value”
- Lifetime profitability view showing how many clients have been profitable over time
- Timelines tracking financial trends month to month
- A detailed data table for granular client analysis, filterable by year, client, job type and more
- Forecasting capability, letting you compare current actuals with expected profitability for future periods.
Why It’s Helpful for Agencies
Let’s face it, no agency wants to realise too late that their ‘biggest’ client is actually their least profitable. Many agencies don’t have a clear, consistent way to measure client profitability. This dashboard solves that by providing:
- Immediate clarity on which clients generate profit and which dilute margins
- Actionable insights to improve scoping, pricing, or team allocation
- Improved reporting for leadership and account managers
- Early warning signs of declining margin or over-servicing
- Support for client renegotiation with data that shows the full picture
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