Operational Cost by Client

Steps

1. Review estimated operational cost per customer for the month.
2. Compare cost against what each customer pays.
3. Identify accounts where price no longer matches the work.
4. Use the findings to guide renewals and price adjustments.

Tips

• A short list of unprofitable accounts often explains a tight month; this report finds them.

Related guides

• Margin Report Bring revenue and cost together to see your margin, so growth decisions are based on profit, not just sales.
• Operational Cost Setup Define the cost items and rules that power cost-per-client and margin reporting.
• Client Statement A clear account statement per customer showing charges, payments and balance, ideal for billing questions.