Client retainer tracker
A client retainer tracker helps you see how each monthly retainer is performing.
Retainer Tracker shows retainer fees, included hours, logged time, delivery cost, profit, margin, and client status.
Use it to see which clients are on track, close to the limit, or losing money.
See also: retainer profitability dashboard, retainer tracking spreadsheet alternative and Help Center.
What should a client retainer tracker include?
Include:
- client name
- monthly retainer fee
- included hours
- logged hours
- internal hourly cost
- delivery cost
- profit
- margin
- remaining hours
- overage hours
- status
Why spreadsheets get hard to manage
Spreadsheets work at first.
Then the data gets old.
Time is logged somewhere else.
Costs are not checked.
The founder has to remember which clients are over hours.
Retainer Tracker gives you one dashboard instead.
How to know when a client is over hours
If a client has 20 included hours and 22 logged hours, utilization is 110%. That client is over hours.
How Retainer Tracker helps
Retainer Tracker calculates utilization, delivery cost, and margin for every client.
Each client is marked On Track, Close to Limit, or Losing Money so you can act before month-end.
Ready to check your own retainers?
Track included hours, logged time, delivery cost, profit, and status in one simple dashboard.