Project Financials

If you have access to financial data, Supervisible provides detailed profitability tracking for every project. This helps agency owners and directors monitor margins and make informed decisions.

Financial Metrics

Projects display these key financial indicators:

How Value is Calculated

Value depends on the project's billing type:

• Fixed Price: The project value you entered
• Retainer: Monthly amount × number of months
• Time & Materials: Hours worked × hourly rate
• Non-Billable: $0 (no revenue)

How Costs are Calculated

Project costs include:

1. Team costs: Sum of (hours × member cost rate) for all team members
2. Expenses: All project expenses added to the project

Member cost rates are configured in Member Costs.

Agency Rate

The agency rate shows your effective hourly rate:

Agency Rate = Project Value ÷ Total Estimated Hours

This helps you understand if a project is priced appropriately. Compare it against your profitability thresholds to spot projects that need attention.

Financials View

For detailed monthly breakdowns, navigate to Projects → Financials (or /projects/financials).

This view shows:

• Monthly revenue and cost breakdown
• Running totals across all projects
• Margin trends over time
• Projects below your minimum viable rate

Profitability Alerts

When a project's agency rate falls below your configured threshold, it's flagged for attention. This can happen when:

• Too many hours are allocated relative to project value
• High-cost team members are assigned
• Expenses increase the total cost

What to do:

• Review team assignments and hours
• Consider renegotiating scope with the client
• Check if expenses can be reduced or passed through

Financial Access

Financial data visibility is controlled by user roles. Users without financial access see:

• Project details and workload
• Team assignments and hours
• Status and flags

But not:

• Project value
• Agency rate
• Costs and margins
• Member cost rates

Configure financial access in Members.

When Cost Data Is Missing

If no team member cost rates have been configured, the Financials view will show an amber warning on the Margin summary card:

⚠ Margin: No cost data

Hovering the warning shows: "Team cost rates haven't been configured yet. Go to Settings → Members → Import Costs to set per-person rates and see real margin."

This replaces the misleading +100% margin that would otherwise appear when costs are zero. To resolve it, configure member cost rates in Member Costs.

Tips

Monitor agency rate weekly. Catching a rate drop early gives you time to course-correct.

Factor in expenses. A project can look profitable until you add software, travel, or subcontractor costs.

Compare across projects. Use the Financials view to identify which project types are most profitable.

Track actuals vs. estimates. The workload table shows both—significant differences affect your margins.

Related

• Project Expenses — Track additional project costs
• Profitability — Agency rate thresholds and settings
• Member Costs — Configure team member cost rates