Project Financials
Track project profitability, agency rates, and margin calculations.
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:
| Metric | Description |
|---|---|
| Project Value | Total expected revenue based on billing type |
| Agency Rate | Blended hourly rate (value ÷ total hours) |
| Costs | Team member costs based on their rates |
| Margin | Value minus costs, shown as amount and percentage |
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:
- Team costs: Sum of (hours × member cost rate) for all team members
- 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:
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.
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