See where your agency's time and revenue actually go

WorkRate Reports give you a real-time view of revenue, logged hours, service breakdowns, and per-client profitability. No spreadsheets — the data comes directly from your time logs and invoices.

What reports are available

WorkRate Reports pull from your session logs and invoices to give you agency-wide visibility. All reports are filterable by date range and client.

Revenue

Total invoiced and collected across all clients for any date range. Includes paid, unpaid, and overdue breakdowns.

Time

Total hours logged across all clients and services. Break down by billable vs. included, by client, or by service type.

Per-Client

Revenue and hours for a single client. See how much time you spend vs. how much you charge — the core of profitability tracking.

Service Breakdown

Hours and revenue by service type across all clients. Reveals where your agency's time actually goes.

Revenue report

1
Open Reports from the main navigation and select Revenue.
2
Set the date range — this month, last month, last quarter, or a custom range.
3
The total shows all invoiced amounts in the period, broken into Paid, Unpaid, and Overdue.
4
The client breakdown shows each client's contribution to the total. This reveals which clients drive the most revenue and which are underperforming their retainer.
5
Click any client to drill into their specific invoices for the period.

💡 Tip: Run the revenue report at the end of each month before doing your books. It gives you the gross invoiced total, unpaid totals by client, and everything you need to reconcile against bank deposits.

Time report

1
Select Time in the Reports section.
2
Set the date range.
3
Total hours shows all logged time in the period — billable and included combined.
4
The billable vs. included split shows what percentage of your time is revenue-generating vs. absorbed by retainers.
5
Service breakdown shows where hours go by type — Design, Development, Strategy, etc.
6
Client breakdown shows which clients are consuming the most time regardless of what they're being invoiced.

Per-client profitability view

The most powerful use of Reports is understanding which clients are profitable and which aren't. A client who pays $3,000/month but requires 40 hours may be less profitable than a client who pays $2,000 and requires 10 hours.

1
Filter Reports by a specific client using the client selector.
2
Compare their invoiced revenue to hours logged. Divide revenue by hours to get effective hourly rate. Compare to your target rate.
3
Review included hours vs. block. If a client is consistently exceeding their included support block, it's a pricing or scope conversation.
4
Track trends over time. A client who used to be profitable but is now consuming more hours than they pay for is showing scope creep — catch it early.

💡 Tip: Do a quarterly profitability review for every retainer client. Retainer pricing that made sense at the start of the relationship often drifts as scope expands. Reports give you the data to have that conversation with numbers.

Tips & best practices

Log time consistently. Reports are only as good as the data behind them. An agency with spotty time logging gets spotty reports. The discipline to log everything is what makes Reports useful.
Run monthly revenue reports before invoicing. Check what's outstanding from last month before generating new invoices — overdue amounts may need a separate follow-up.
Use service breakdowns for pricing decisions. If 60% of your hours go to Development but Development is underpriced relative to Strategy, you'll see it here.
Share time summaries with clients on retainers. A monthly "here's what we did" with hours by service builds trust and justifies the retainer. You can generate this from the per-client time view.