Skip to main content

Profitability Reports

Rize provides comprehensive profitability reports at multiple levels to help you understand your financial performance. This guide shows you how to access and interpret these reports.

Accessing Profitability Reports​

Profitability data is available throughout Rize in several locations:

  • Team Overview: Overall team profitability
  • Client Reports: Client-specific profitability
  • Project Reports: Project-specific profitability
  • Member Reports: Team member profitability contribution
Screenshot showing where to find profitability reports in the navigation

Image placeholder description: A screenshot of the Rize navigation or menu structure. The image should show:

  • Navigation menu or sidebar with:
    • Team/Overview section
    • Clients section with Reports submenu
    • Projects section with Reports submenu
    • Team/Members section
  • Highlighted or active sections showing where profitability reports are located
  • Maybe breadcrumbs or page headers showing current location

Team Overview Report​

The team overview provides a high-level view of overall profitability across all clients, projects, and members.

What You'll See​

  • Total Revenue: Sum of all revenue (hourly + retainer)
  • Total Cost: Sum of all labor costs
  • Total Profit: Revenue minus cost
  • Profit Margin: Profit as percentage of revenue
  • Time Metrics: Total hours, billable hours, billable percentage
  • Trends: Daily or period-over-period comparisons

Key Insights​

  • Overall business health
  • Team-wide profitability trends
  • Aggregate financial performance
  • High-level time utilization
Screenshot of the team overview profitability report

Image placeholder description: A comprehensive dashboard view of team overview. The image should show:

  • Large summary cards or metrics showing:
    • Total Revenue (maybe broken down by source)
    • Total Cost
    • Total Profit (with visual indicator)
    • Profit Margin percentage
  • A chart or graph showing trends over time (line chart or area chart)
  • Time metrics (total hours, billable hours, percentage)
  • Maybe a breakdown by client or project (pie chart or list)
  • Date range selector
  • Export or print options

Client Reports​

Client reports show profitability for individual clients, helping you understand which clients are most profitable.

What You'll See​

  • Client Revenue:
    • Hourly revenue (for hourly clients)
    • Retainer revenue (for retainer/hybrid clients)
    • Overage revenue (for hybrid clients)
  • Client Cost: Total labor costs for this client
  • Client Profit: Revenue minus cost
  • Profit Margin: Client-specific margin
  • Time Breakdown: Hours worked, billable vs non-billable
  • Project Breakdown: Profitability by project within the client
  • Member Breakdown: Profitability by team member for this client

Key Insights​

  • Most/least profitable clients
  • Client-specific trends
  • Pricing effectiveness
  • Resource allocation per client
Screenshot of a client profitability report overview

Image placeholder description: A client-specific profitability report. The image should show:

  • Client header with name and billing type indicator
  • Summary metrics:
    • Revenue (with breakdown if hybrid)
    • Cost
    • Profit
    • Profit Margin
  • A trend chart showing metrics over time
  • Tabs or sections for:
    • Overview
    • Projects breakdown
    • Members breakdown
    • Time entries
  • Date range selector
  • Maybe comparison to previous period
Screenshot showing project-level breakdown within a client report

Image placeholder description: A detailed project breakdown view. The image should show:

  • A table or list of projects with columns:
    • Project name
    • Revenue
    • Cost
    • Profit
    • Profit Margin
    • Hours
  • Visual indicators (colors, bars) showing relative profitability
  • Sortable columns
  • Maybe a chart (bar chart) showing profit by project
  • Ability to drill down into individual projects
Screenshot showing detailed hybrid billing breakdown in client report

Image placeholder description: A detailed view of hybrid billing client report. The image should show:

  • Retainer details section:
    • Base retainer amount
    • Hours included
    • Overage rate
  • Current period breakdown:
    • Base revenue
    • Hours worked
    • Utilization percentage
    • Overage hours (if any)
    • Overage revenue (if any)
    • Total revenue
  • Visual indicators showing utilization (gauge or progress bar)
  • Daily breakdown showing base + overage allocation
  • Clear separation between base and overage components

Project Reports​

Project reports show profitability for specific projects, helping you track project performance and make pricing decisions.

What You'll See​

  • Project Revenue:
    • Hourly revenue (allocated from client retainer if applicable)
    • Direct hourly revenue (for hourly clients)
  • Project Cost: Labor costs for this project
  • Project Profit: Revenue minus cost
  • Profit Margin: Project-specific margin
  • Time Metrics: Hours worked on the project
  • Member Breakdown: Which team members worked on the project and their contribution

Key Insights​

  • Project profitability
  • Project performance over time
  • Resource efficiency
  • Pricing effectiveness
Screenshot of a project profitability report

Image placeholder description: A project-specific profitability report. The image should show:

  • Project header with name and associated client
  • Summary metrics:
    • Revenue (with source indicator if from retainer allocation)
    • Cost
    • Profit
    • Profit Margin
  • Time metrics (hours worked, billable percentage)
  • Member breakdown showing:
    • Team members who worked on project
    • Hours per member
    • Cost per member
    • Revenue allocation per member (if applicable)
  • Trend chart showing project metrics over time
  • Date range selector

Member Reports​

Member reports show profitability contribution by team member, helping you understand individual performance and resource allocation.

What You'll See​

  • Member Revenue: Revenue attributed to this member
  • Member Cost: Labor costs for this member (hours × cost_rate)
  • Member Profit: Revenue minus cost
  • Profit Margin: Member-specific margin
  • Time Metrics: Hours worked, billable vs non-billable
  • Client/Project Breakdown: Where the member's time was spent

Key Insights​

  • Individual team member performance
  • Cost efficiency per member
  • Resource allocation
  • Capacity and utilization
Screenshot of a team member profitability report

Image placeholder description: A team member profitability report. The image should show:

  • Member header with name and cost rate
  • Summary metrics:
    • Revenue (allocated from clients/projects)
    • Cost (hours × cost rate)
    • Profit
    • Profit Margin
  • Time breakdown:
    • Total hours
    • Billable hours
    • Non-billable hours
    • Billable percentage
  • Client/Project breakdown showing:
    • Where time was spent
    • Revenue allocation per client/project
    • Hours per client/project
  • Trend chart showing member metrics over time
  • Date range selector

Daily Statistics View​

Rize calculates profitability statistics daily. You can view these daily stats to see day-by-day performance.

What You'll See​

  • Daily Revenue: Revenue recognized each day
  • Daily Cost: Costs incurred each day
  • Daily Profit: Profit for each day
  • Daily Hours: Hours worked each day
  • Trends: Patterns and anomalies in daily performance

Key Insights​

  • Day-to-day performance patterns
  • Revenue recognition patterns (especially for retainers)
  • Cost patterns
  • Identifying specific days with issues
Screenshot showing daily profitability statistics in a calendar or list view

Image placeholder description: A daily statistics view. The image should show:

  • A calendar view or daily list showing:
    • Each day with metrics (revenue, cost, profit)
    • Visual indicators (colors) showing profit/loss
    • Maybe sparklines or mini charts
  • Or a detailed daily breakdown table with:
    • Date
    • Revenue (with breakdown)
    • Cost
    • Profit
    • Hours
  • Trend line or area chart showing daily metrics over time
  • Ability to drill down into specific days
  • Date range selector

Billing Period View​

For retainer and hybrid clients, you can view profitability by billing period to see how retainers perform over their full cycle.

What You'll See​

  • Period Revenue: Total revenue for the billing period
    • Base retainer amount
    • Overage revenue (for hybrid)
  • Period Cost: Total costs for the period
  • Period Profit: Profit for the period
  • Utilization: Hours worked vs hours included (for hybrid)
  • Overage Details: Overage hours and revenue (for hybrid)

Key Insights​

  • Retainer performance over full periods
  • Utilization trends
  • Overage patterns
  • Period-over-period comparisons
Screenshot showing billing period profitability view for retainer clients

Image placeholder description: A billing period view for retainer/hybrid clients. The image should show:

  • Billing period selector (current month, previous months)
  • Period summary:
    • Retainer details (amount, hours included if hybrid)
    • Total revenue (base + overage if hybrid)
    • Total cost
    • Profit
    • Profit margin
  • For hybrid clients:
    • Hours worked vs hours included
    • Utilization percentage
    • Overage hours and revenue
  • Daily breakdown within the period
  • Comparison to previous periods
  • Visual indicators showing performance

Report Features​

Date Range Selection​

All reports support custom date ranges:

  • Today
  • This week
  • This month
  • This quarter
  • This year
  • Custom range

Select the period that's most relevant for your analysis.

Filtering​

Filter reports by:

  • Client
  • Project
  • Team member
  • Billing type
  • Billable status

Use filters to focus on specific subsets of data.

Exporting​

Export reports to:

  • CSV (for spreadsheet analysis)
  • PDF (for sharing and archiving)

Export functionality helps you share data with stakeholders or perform deeper analysis.

Screenshot showing report filtering and export options

Image placeholder description: A screenshot showing report controls. The image should show:

  • Date range selector (dropdown or calendar picker)
  • Filter options (checkboxes or dropdowns for clients, projects, members, etc.)
  • Export buttons (CSV, PDF)
  • Maybe a "Apply Filters" button
  • Active filters shown as tags or chips
  • Clear/reset filters option

Interpreting Reports​

What to Look For​

Positive Indicators:

  • Consistent positive profit
  • High profit margins
  • Growing revenue trends
  • Good utilization (for hybrid clients)

Warning Signs:

  • Negative profit
  • Declining margins
  • High costs relative to revenue
  • Low utilization (for hybrid clients)
  • Inconsistent daily revenue (for retainers)

Action Items​

Based on report insights:

  1. If profit is negative: Review pricing, costs, or time allocation
  2. If margins are low: Consider rate adjustments or cost optimization
  3. If utilization is low (hybrid): Look for opportunities to use included hours
  4. If overage is high (hybrid): Consider adjusting retainer terms
  5. If trends are declining: Investigate root causes

Best Practices​

  1. Review reports regularly: Check profitability weekly or monthly
  2. Compare periods: Look at period-over-period trends
  3. Drill down: Investigate anomalies by drilling into details
  4. Set benchmarks: Establish target margins and track against them
  5. Share insights: Use reports to inform pricing and business decisions

Next Steps​