Find out which clients actually make you money. Revenue per client is easy and slightly misleading. This report puts delivery hours, cost, write-offs, and payment behaviour next to the revenue, and the ranking usually surprises people.
The Finance Tracker Dashboard is a live Taskade Genesis app you can read on this page. It groups and totals financial records, which is the machinery behind a per-client profit report, while the client dimension and the cost side are what you add. Look at how the columns combine, then click "Use this app" to clone and own a copy in about ten seconds and build the report described below.
The build gives you one row per client with revenue billed, hours delivered, cost of that delivery, write-offs, effective hourly rate, and average days to pay. The agent writes the interpretation, because the table alone rarely changes behaviour: your second-largest client by revenue may be your worst by effective rate, and the small retainer nobody thinks about may be the most profitable thing you do. It also proposes actions with the trade-off stated, whether that is a rate conversation, a scope tightening, or an honest look at whether an account is worth keeping.
Workspace DNA is what lets the report say something rather than merely show something. Memory holds revenue, hours, write-offs, and payment history for every client across time, so trends are available without rebuilding anything. Intelligence, running on 15+ frontier models from OpenAI, Anthropic, Google, and open-weight providers, ranks accounts on effective rate and explains what is driving each position. Execution rebuilds the report monthly and flags the movements that matter.
The AI agents in the app carry 34 built-in tools, and persistent memory means you can ask follow-up questions without restating anything: why did this account get worse, what would the rate be if we cut two rounds of revisions, which clients would still be profitable at a 10 percent discount. Those answers are what turn a report into a decision.
The hardest part of this exercise is not the arithmetic, it is being willing to look. Most owners have a strong intuition about which clients are good, and that intuition is right roughly two thirds of the time. The remaining third is where the money is, and it is only visible when delivery cost sits beside revenue.
Read it in the view that suits the audience:
- Table view for the full client grid with every metric
- Board view to group clients into profitable, marginal, and loss-making
- List view for the written summary and recommendations
- Mind Map view to see how revenue concentrates across accounts
- Plus the rest of the 7 project views
Automations keep it current. A scheduled Taskade automation rebuilds the report monthly, compares it with last month, and posts the movements worth noticing. Across 100+ bidirectional integrations, Google Sheets and Stripe supply revenue and time data while Gmail and Slack deliver the summary. See scheduled automations.
Clone it, invite whoever owns client relationships, and the conversation about which accounts to grow stops being a matter of opinion.
A boundary worth stating: this is management reporting from your operational data. It is not statutory accounts, the cost figures are the ones you supply, and profitability for tax or reporting purposes is your accountant's calculation.
Run this quarterly rather than monthly. A single month is too noisy in project work, where one large delivery or one delayed invoice distorts everything, while a quarter is long enough to show a real pattern and short enough to act on. The scheduled rebuild keeps the underlying data current either way.
When you do act on it, change one thing per account and note what you changed. A rate rise, a scope tightening, and a terms change made together will improve an account without telling you which one worked, and you will need to know that when you get to the next account.
Look at reporting apps in the Community Gallery, start yours at Taskade Genesis, or read build an AI dashboard. It draws on Convert Billable Hours Into an Invoice for delivery data, and it explains the patterns visible in Build a Receivables Aging Dashboard.
Frequently Asked Questions
What makes a client unprofitable when the revenue looks fine?
Usually delivery hours that exceed what was priced, write-offs nobody logged, and slow payment that ties up cash. Each is invisible alone and obvious when the four columns sit together.
How do I calculate cost per hour?
Use a blended internal cost that includes salary, overhead, and non-billable time. The agent will use whatever figure you provide and will tell you how sensitive the ranking is to that number.
Should I fire an unprofitable client?
Usually not immediately. A rate conversation, a scope change, or better payment terms fixes most accounts, and the report gives you the specifics to have that conversation with. Ending a relationship is the last option, not the first.
Does it account for payment delay?
Yes, average days to pay sits alongside profitability, because a profitable client who pays at 75 days can still create real problems for a small business.
Can I compare months or quarters?
Yes. The scheduled rebuild keeps history, so trends are visible, which is more useful than a single snapshot.
How does it handle fixed-price work?
By comparing the fixed price against actual delivery hours at cost, which is exactly where fixed-price work quietly loses money.
Can I share it with the team?
Share the summary widely and the detail selectively. Delivery teams behave differently once they can see the effective rate on the work they are doing.
