ClientSpace Profitability Report

The ClientSpace Profitability Report automatically calculates the net profit margin for each client, showing their contribution to your bottom line. With insight into gross revenue for each SMB and your cost of service to support them, you can make smarter, data-driven decisions during the renewal process.

Benefits

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Understand the profitability of each client

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Gain insight into the cost of service to support each client

Features

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Provides a detailed view of the cost to support each of your clients and the net profit margin. You can see costs and net profit margin displayed for the current period, annualized, and per worksite employee.

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Provides a service snapshot for each client, including client service cases, client visits, workers’ compensation claims, and unemployment claims. You can see details on volume, total cost, and hours spent managing each event type.

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Discloses the variance between a client’s actual gross payroll, worksite employee count, and loss ratio and the respective estimates when the contract was signed.

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Provides gross revenue details—including gross payroll, administrative fees, workers’ compensation margin, and tax margin—displayed for the current period, annualized, and per worksite employee.

Note:  As of Release 89, you cannot import the historical payroll batch data. Please engage with ClientSpace Professional Services for an interim solution.

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