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How an Agency Calculates Project Profitability per Client

How an agency can see profit per client and project without manually merging spreadsheets.

In an agency, project profit rarely sits in a single cell.

Invoices in one table, team hours in another, subcontractor costs in a third. At month end, someone manually builds a "client total".

One System Instead of Manual Merging

When invoices, hours, and expenses are linked to a project and client, profit is calculated automatically:

Profit = SUM(invoices.amount) − SUM(hours.cost) − SUM(expenses.amount)

Add an invoice or log hours — the number updates. No need to merge three files into a fourth.

Real-Time Visibility

Leadership sees per client:

  • revenue;
  • labor cost;
  • external expenses;
  • margin in percent;
  • forecast if the project is still active.

Not a "last month report" — the picture as of today.

Automated Reminders

The system can remind:

  • the client about an unpaid invoice;
  • the manager about an overdue stage;
  • the team about unlogged hours.

Fewer manual emails — fewer forgotten follow-ups.

Ready-Made Template

You do not have to build the structure from scratch. Start with an agency template: clients, projects, invoices, hours, expenses — already linked.

Voyanty lets you deploy this structure quickly and adapt it to your agency workflows.

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