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.