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Project Profit Tracking

Know exactly which projects make money and which ones drain it. Track revenue, costs, and margins per project so every engagement contributes to your bottom line.

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See Profitability at the Project Level

Your income statement tells you whether the business is profitable overall, but it does not tell you which projects are pulling their weight. A consulting engagement that looks busy might actually be losing money once you account for labor, materials, and overhead. BizBooks Pro gives you project-level visibility so you can double down on what works and fix or drop what does not.

Link transactions, time entries, and expenses to specific projects. BizBooks Pro aggregates the data into a clear profitability view for each engagement -- showing total revenue, total cost, gross margin, and margin percentage. Compare projects side by side, spot trends, and make pricing decisions backed by real numbers instead of gut feelings.

How It Works

1

Create a Project

Name the project, assign it to a customer, set a budget, and define the date range. Optionally add a billing rate and team members.

2

Tag Transactions and Time

When recording income, expenses, or billable hours, select the project from a dropdown. BizBooks Pro accumulates everything tagged to that project automatically.

3

Review the Dashboard

Open the project profitability dashboard to see all active and completed projects ranked by margin. Drill into any project for a detailed breakdown of revenue and costs.

4

Take Action

Use the data to renegotiate scope, adjust pricing, reallocate team members, or close out finished projects. Every decision is supported by hard numbers from your own books.

👁️ At-a-Glance Profitability

A summary dashboard ranks every project by gross margin so you can instantly spot your best and worst performers.

  • Revenue, cost, and margin per project
  • Margin percentage for quick comparison
  • Active vs. completed project filters
  • Color-coded profit indicators

🔍 Deep-Dive Project View

Click into any project to see every transaction, time entry, and expense line that contributes to its financial picture.

  • Itemized revenue and expense listing
  • Billable hours and effective hourly rate
  • Running total updated with each entry
  • Notes and attachments per line item

🎯 Budget vs. Actual by Project

Set a budget when you create the project, then track how actual spending compares as work progresses.

  • Budget amount set during project setup
  • Real-time consumed vs. remaining view
  • Percentage-complete progress bar
  • Alerts when spending nears the cap

👥 Team Activity Tracking

See which team members are contributing to each project and how their time translates into billable revenue.

  • Hours logged per team member
  • Billable vs. non-billable breakdown
  • Effective rate per person per project
  • Utilization summary across all projects

Built for Service Businesses

Agencies, consultancies, law firms, IT shops, freelancers, and contractors all share the same challenge: understanding whether individual engagements are profitable. BizBooks Pro's project tracking turns your accounting data into actionable intelligence. Instead of waiting until year-end to discover that a major client was unprofitable, you see the numbers in real time and can adjust before the damage is done.

Know Your Numbers, Project by Project

Track revenue, costs, and margins for every engagement in one place.

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