Client Profitability Analysis

Overview

Break down revenue and direct costs by client to determine which accounts are most and least profitable. Reveals hidden costs in high-maintenance clients and identifies your highest-value relationships.

Wilson Tools Used

• transaction_search — find all revenue transactions grouped by client/vendor name, and all expenses attributable to specific clients
• spending_summary — calculate overhead costs to allocate across clients

Workflow

1. Ask for the analysis period and list of active clients (or detect from transaction data).
2. Use transaction_search to find all incoming payments, grouped by client name or reference.
3. Use transaction_search to find all expenses directly tied to each client (contractor costs, materials, software licenses specific to a project).
4. Use spending_summary to get total overhead (rent, utilities, general subscriptions).
5. Allocate overhead proportionally by revenue share: Client Overhead = Total Overhead * (Client Revenue / Total Revenue).
6. Calculate per-client profitability: