Account Profitability
Find your profitable accounts
Sometimes getting an account to profitability can feel like a moon-shot. However, with BeeCastle's profitability tool you can start the journey with confidence.
See which of your accounts are profitable at a glance and get the answers you need to send your profitability into orbit.
Account Profitability
BeeCastle can transform any account manager into a data-driven superstar with these powerful tools at their fingertips.
Account Profitability
Consider the total revenue against costs and then review the profit trends.
See your account profitability trends over time by adjusting the time perspective, then view by:
- Territory
- Account Manager, or
- Tier (Platinum, Gold, Silver and Bronze) to narrow the data set for review
Harbourline Dental · Profitability · Apr to Sep
Monthly profitabilityRevenue, direct costs and gross profit by month
Gross profitRevenueDirect costs
Direct costs in July
Labour$2,950
Logged time58.5 h
Products, licensing and expenses$13,850
Network upgrade project labour$9,400PSA
Laptop, 16" business model + 3yr onsite warranty$1,690PSA
Microsoft 365 Business Standard (annual, monthly billing)$940PSA
Cloud backup, 1yr retention$680PSA
Firewall licence renewal$400PSA
Microsoft 365 Business Basic (annual, monthly billing)$290PSA
and 3 more lines
Total direct costs$16,800
See it with your own data
See which months aren't fully costed
When someone logs hours without a cost rate, BeeCastle costs those hours at your team's median rate and marks the month as an estimate. Every figure it touches carries ≈.
If too much of a month is uncosted, the margin is withheld instead of guessed, and BeeCastle names the people who still need a rate. Set their rates and the figures become exact.
Harbourline Dental · Profitability · Apr to Sep
Estimated margin
5.8 hours have no rate of their own and are costed at the team median of $52 per hour. Set their rates for an exact margin.
Tom Walsh: 4.3 hSam Okafor: 1.5 h
Set cost rates
Monthly profitabilityRevenue, direct costs and gross profit by month
Gross profitRevenueDirect costs
May withheld: no cost rate for Sam Okafor and 3 others.
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Customer Profitability
Chase profits, not revenue.
Look closer to see which of your accounts are profitable over time.
Adjust the time perspective and filter before analysing:
- Gross profitability
- Gross margin
- Ranking of profitability
Customer profitability
Last 30 days · all tiers
Complete cost basis matched for every client shown
Ready to see how BeeCastle can increase your account profitability?
Connect your PSA in about ten minutes and see your accounts, revenue and whitespace the same day.
