Improving Margin Clarity
An eCommerce agency relied on monthly retainers to provide consistent revenue, but their internal management and finance reports lacked visibility into client-level profitability. As a result, they were undercharging for key services, over-servicing accounts, and overworking their teams — leading to inconsistent delivery, declining client satisfaction, and a growing impact on both reputation and retention
Solution:
By integrating sales data from HubSpot with operations data from Jira and Harvest, automated monthly management report was created to show the profitability of clients, projects, and support contracts enabling discussion on contract evolution and better time allocation to client needs.
