Team Forecast • October 10, 2017
The more clients I work with, the harder it is to get a gist of the contributions each client makes to my yearly turnover. It can also be surprising when you find out a project that exhausts and drains you is only contributing 5% of your annual turnover.
Having this kind of information is really powerful when organising your workload and deciding which clients to drop and which to keep.
We have just rolled out new Clients feature which helps you with these decisions. In Forecast there is a new “Clients” tab which simple displays a easily digestible summary of all your clients for the last 12 months along with your income from each client and the overall percentage. Forecast will also highlight any client that accounts for over 35% of your income (don’t put all your eggs in one basket!).