Margin Reports
Understand your margins at a glance with TempClock's Margin Report. See pay costs vs charge revenue, identify low-margin clients, and export the data for analysis.
Before You Start
What you need to run margin reports.
Before you start
- Access to the TempClock manage portal (/manage)
- Admin role (margin reports are restricted to admins only)
- Rate rules configured with both pay rates and charge rates
- Approved timesheet entries for the period you want to analyse
Margin reports are one of the most commercially sensitive areas of TempClock. Only admin users can access them, and they are never visible to client portal users. More on this below.
What Is Margin?
The basics of margin in a temp agency context.
Your margin is the difference between what you charge the client and what you pay the worker. It is your profit on every hour worked.
The margin percentage tells you how much of the charge rate is actual profit. A higher percentage means you are keeping more of each pound you bill.
The total amount you pay all workers for the selected period
The total amount you can bill clients for the same period
Charge Revenue minus Pay Cost = your total profit
The overall margin as a percentage of charge revenue
Open the manage portal
Log in to your TempClock manage portal with an admin account.
Go to Reports
In the sidebar, click Reports to expand the reports section.
Click "Margin Report"
Under Reports, click Margin Report. This opens the margin analysis page with summary cards, a detailed table, and a chart.
Summary Cards
The big-picture numbers at the top.
At the top of the Margin Report page, four summary cards give you an instant overview:
What you paid all workers in the period (their wages)
What you can bill clients for all hours in the period
The difference — your gross profit
Overall margin as a percentage of charge revenue
The Margin Table
Detailed margin breakdown per client, location, or worker.
Below the summary cards is the margin table. It breaks down the numbers by client (and optionally by location or worker) so you can see exactly where your margins are strong and where they need attention.
| Client / Location | Hours | Pay Cost | Charge Revenue | Margin | Margin % |
|---|---|---|---|---|---|
|
Acme Corp
Birmingham Warehouse
|
420.5h | £5,286.30 | £7,157.50 | £1,871.20 | 26.1% |
|
Beta Logistics
Manchester Distribution
|
310.0h | £4,185.00 | £5,580.00 | £1,395.00 | 25.0% |
|
Delta Manufacturing
Leeds Factory
|
187.0h | £2,337.50 | £2,525.00 | £187.50 | 7.4% |
|
Gamma Services
London Office
|
70.0h | £1,190.00 | £1,120.00 | −£70.00 | −6.3% |
Colour Coding
Instantly spot healthy, low, and negative margins.
The margin percentage column uses colour coding to help you spot problems at a glance:
Healthy — this client/location is profitable
Low Margin — barely covering costs, review your rates
Negative — you are losing money on this client
If you see amber or red margins, it usually means one of these things:
A negative margin means you are paying the worker more than you are billing the client. This needs immediate attention — check your rate rules and consider renegotiating rates with the client.
Margin by Client Chart
A visual breakdown of margin across your client base.
Below the table, a bar chart shows the margin for each client side by side. This makes it easy to compare performance across your client portfolio at a glance.
Hover over any bar in the chart to see the exact margin amount and percentage. Click on a client's bar to filter the table below to show just that client's data.
Exporting the Margin Report
Download the data for further analysis.
Set your filters
Use the date range, client, and location filters to show the data you want to export.
Click "Export CSV"
Click the Export CSV button at the top-right of the page. A CSV file will be downloaded containing all the data from the margin table.
Open in a spreadsheet
Open the file in Excel or Google Sheets for further analysis. You can use it to create custom charts, pivot tables, or share specific data with your management team.
The margin CSV includes all columns from the table: client, location, hours, pay cost, charge revenue, margin amount, and margin percentage. It is a great starting point for management reporting.
Confidentiality
Margin data is strictly private.
Margin reports contain some of the most commercially sensitive data in your agency. TempClock takes this seriously:
Your pay rates are confidential. Clients see charge rates (what you bill them) but never see what you pay your workers. This boundary is enforced at the system level and cannot be overridden by portal settings.
Review your margin report at least once a month. It is the fastest way to spot clients where you are undercharging or jobs where pay rates have crept up beyond what was agreed.
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