Agency P&L & Dashboard: Margin by Service, Break-Even Hours & a Margin Chart
This lesson is part of the course
In this lesson
You roll a month of client revenue and direct care cost up into gross margin and margin % per service with SUMIFS, find the client hours that cover the overhead and chart the margin by service.
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Lessons in this course
- Client Hours: Visits, Durations, Minimum Visit Lengths & Billable Hours Locked
- Pay vs Bill Rates: Gross Margin per Hour by Service & Weekend Uplifts Locked
- Caregiver Scheduling: Demand vs Availability, Coverage Gaps & Caregivers Needed Locked
- Travel Time & Mileage: Paid vs Billable Hours and Utilisation Locked
- Overtime: Weekly Threshold, Premium Cost & Rebalancing the Rota Locked
- Billing & Cash: Invoice Cycles, Payer Terms, Receivables & the Cash Gap Locked
- Turnover & Recruiting: Leavers, Cost per Hire, Onboarding Hours & Turnover Cost Locked
- Agency P&L & Dashboard: Margin by Service, Break-Even Hours & a Margin Chart Locked