Premium portfolio analysis

Find the projects and clients that actually create margin.

Paste a project and time export to compare revenue, direct cost, overhead, profit, effective hourly revenue and target-margin gaps across a complete portfolio.

1 → 3Premium runs per rolling 24 hours after free verification.

Project Profitability & Client Margin Analyzer workspace

Premium portfolio analysis

Project Profitability & Client Margin Analyzer

Portfolio metrics, a grouped profitability table and a spreadsheet-ready audit export.

Checking your allowance…

Method and output

Plan with visible assumptions.

01

Enter the working inputs

Analyze up to 1,000 project rows by project or client, allocate overhead and identify work that misses your target margin.

02

Review the method

Rows are aggregated by project or client. Direct costs are combined with the selected overhead method, then profit, weighted margin, effective hourly revenue and target revenue are calculated for every group.

03

Keep the useful output

Portfolio metrics, a grouped profitability table and a spreadsheet-ready audit export. Copy or download the available export before leaving the page.

04

Check the boundary

Results depend on complete, consistently allocated revenue and cost data. Review tax, work in progress, shared costs and revenue-recognition timing separately.

Before you run it

Project Profitability & Client Margin Analyzer FAQs.

Can I use this Premium tool for free?

Yes. A guest can use 1 Premium run per rolling 24 hours. A signed-in, verified free account receives 3 runs shared across all 20 Premium tools.

What does Premium change?

The £9 monthly Premium plan removes the 1-run guest and 3-run free-account allowances for normal interactive use and includes the available copy and file exports.

Does UtilHub save my Premium tool history?

Saved project history is not currently included. Premium inputs are sent to UtilHub for processing, the result is returned to this page, and you should download anything you want to keep.

How does the project Profitability & Client Margin Analyzer work?

Rows are aggregated by project or client. Direct costs are combined with the selected overhead method, then profit, weighted margin, effective hourly revenue and target revenue are calculated for every group.

What should I check before using the result?

Results depend on complete, consistently allocated revenue and cost data. Review tax, work in progress, shared costs and revenue-recognition timing separately.

Premium membership

Unlimited access to all 20 tools and exports for £9 per month.

Create an account to choose Premium. Creating an account does not by itself start a charge.

Get unlimited Premium use£9 is charged when you subscribe, then every month until cancelled. Cancel anytime; access continues to the end of the paid period. See the 14-day initial-payment refund policy.