Finance

How do I see profit per service type (Management vs Growth)?

Open Finance → Overview and scroll to the By service type section. There you'll see side by side for Management and Growth:

  • Number of active clients
  • Total monthly fee
  • Client costs
  • Net contribution and margin %

Useful to see whether your Growth package is actually more profitable than your Management package, or where you need to adjust rates. Clients without a service label fall under Unlabeled.

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