Client & Project Profitability

Client Profitability CSV Analyzer

Analyze multiple clients locally from CSV and rank revenue, cost, profit, margin and effective hourly rate. Enter the requested data and SheryPro calculates the commercial result immediately in your browser. The output separates the number itself from what it means, what can distort it, and what to check next.

Reviewed 9 August 2026 · SheryPro technical editorial

Private local analyzer

Analyze your CSV in this browser

Expected columns: client, revenue, hours, hourly_cost, direct_cost. Column names are case-insensitive and common alternatives such as price or cost_rate are accepted where relevant.

Your CSV is processed locally with browser JavaScript. SheryPro does not upload the file.

How this calculator works

This tool is designed for service businesses that need to know which clients and projects actually create profit. Revenue alone can hide meetings, support, contractor spend and rework that consume the margin. The calculator applies the displayed commercial formula to the values you enter and avoids hidden benchmark assumptions.

Formula

The formula is derived directly from the labeled inputs shown in the calculator.

Use the right inputs

Use figures from the same time period and the same cost definition. Required inputs on this calculator are contained in the CSV file you choose locally. If an amount already includes overhead or employer burden, do not add the same cost again elsewhere.

How to interpret the result

The result is decision support, not a universal target. Compare the result with your target, then change price, scope, delivery process or client mix rather than treating the percentage as a score. A change in one assumption can materially change the answer, especially when margin or billable utilization is involved.

Common mistake

Counting only planned production time usually overstates profitability.

Decision checklist

  • Make sure every input covers the same period or project.
  • Use actual hours and costs when they exist; label estimates as estimates.
  • Re-run the calculator when scope, price, cost or capacity changes.
  • Keep the result together with the assumptions that produced it.

Limitations

SheryPro does not infer taxes, employment classification, legal fee rules, contract language, client demand or jurisdiction-specific requirements. The calculator uses only the inputs shown. Changing third-party pricing is sourced and dated where a provider-specific figure is used.