Quarterly profitability review to target margins for the next quarter
We take off your hands: working out which jobs, clients, sectors and divisions make money after overheads, and testing your charge-out and recovery rates.
You get: a clear view of what makes money after overheads, and recommended target tender margins for your managing director and finance director to approve.
Get a price for thisOr check first: Are we ready for AI?
The problem
We are busy all year and still can't say which jobs and clients actually make us money.
How the steps join up
It starts when: a quarter ends, or margins in a quarter fall short of the plan.
Show which jobs, clients, sectors and divisions make money after overheads
Find which kinds of work, clients and job sizes actually make the company money
Check your charge-out and day rates still cover your overheads
Show how the order book is spread across clients, sectors and contract types against the strategy
Compare divisions, regions, branches or offices on the same measures
Recommend target tender margins by sector, client type and current workload
Your team checks and decides at this step.
What you end up with: Directors see which jobs, clients, sectors and divisions really make money after overheads, test charge-out and recovery rates, and set target margins for the next quarter's bidding.
Who signs it off: Your managing director and finance director approve the target margins.
What it needs to work
- Overheads allocated consistently
- Job results closed in the accounts
If those aren’t in place yet, you’ll hear that before anything gets built.
Who it’s for
- Main contractors
- Specialist subcontractors
- Surveyors and cost consultants
- Manufacturers and suppliers
What would this cost for your team?
Answer questions about your company and how this work runs today. You see an indicative estimate of the hours back, what that time is worth and the price when you send your details.
Get a price for thisOr check first: Are we ready for AI?