Retainer Tracker
Retainer profitability dashboard
A retainer profitability dashboard helps you see which clients are still making money.
Retainer Tracker shows monthly fee, logged time, delivery cost, gross profit, gross margin, and client status.
See also: client retainer tracker, how gross margin is calculated and Help Center.
Why retainer profit is easy to miss
A client can pay on time and still be a money-losing account.
The work grows. The fee stays the same. The hours and cost quietly creep up.
A retainer profitability dashboard makes that visible.
How to calculate delivery cost
Delivery cost = logged hours × internal hourly cost
How to calculate gross profit
Gross profit = monthly retainer fee − delivery cost
How to calculate gross margin
Gross margin = gross profit ÷ monthly retainer fee × 100
See which clients need a closer look
Retainer Tracker marks every client 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.
14-day free trial. No credit card needed.