✔️  Available on all subscriptions. 

What
View an individual client's key data (like activity, project health, and more). 
Why
  • Monitor client projects to keep clients at the heart of your workflows.
  • Stay up to date on work happening across all projects for each client.
  • Use data and widgets to pinpoint what needs to be actioned at the client-level.
Who
  • Site admins (in the owner company) can view the Clients area, create and manage all clients, and use the client Overview.
  • Client owners can view the Clients area, manage their assigned clients, and use the client Overview (for those clients). 
  • Standard users (in the owner company) have automatic view-only access to Clients view.
  • Standard users (in the owner company) with the profile permission:
    • Can this user manage people and companies? (Allows users to view and edit clients’ data in Clients view.)
  • Standard users (in clients or external companies) with the profile permission:
    • Can this user manage people and companies? (Allows users to view and edit clients' data in Clients view.)
When
If you are a client services company that provides client work, you can: 
  • Manage client work from one centralized place.
  • View key client specific insights in real time.
What
View an individual client's key data (like activity, project health, and more).
Why
  • Monitor client projects to keep clients at the heart of your workflows.
  • Stay up to date on work happening across all projects for each client.
  • Use data and widgets to pinpoint what needs to be actioned at the client-level.
Who
  • Site admins (in the owner company) can view the Clients area, create and manage all clients, and use the client Overview.
  • Client owners can view the Clients area, manage their assigned clients, and use the client Overview (for those clients). 
  • Standard users (in the owner company) have automatic view-only access to Clients view.
  • Standard users (in the owner company) with the profile permission:
    • Can this user manage people and companies? (Allows users to view and edit clients’ data in Clients view.)
  • Standard users (in clients or external companies) with the profile permission:
    • Can this user manage people and companies? (Allows users to view and edit clients' data in Clients view.)
When
If you are a client services company that provides client work, you can: 
  • Manage client work from one centralized place.
  • View key client specific insights in real time.

Overview tab

✔️  Profitability, Budget breakdown, and Billable vs non-billable time widgets are available on Grow and Scale subscriptions. 

What it shows: Widgets displaying data related to all of the client's projects.

How to use it: Spot trends, understand how work for the client is progressing, and plan adjustments to keep projects on track. Basically: get total visibility of the state-of-play for each client and their projects.

🔑 Site admins (in the owner company) and the client's client owner can access a client's Overview tab.

  1. Select Clients from Teamwork.com's main navigation menu.
  2. Search for and select a client.
The Overview tab is selected by default in the individual client view.




The Overview is comprised of a series of widgets (outlined in the table below).
 
Widget
Description
Notes
A text field where you can add notes with any important client information. Anyone with access to the Overview tab can add and read notes.
Project Health
Bar chart displaying how many of the client’s projects fall within each project health category.
Activity digest
Quantity of: tasks created since yesterday, tasks completed since yesterday, and unread comments and messages across all of the client’s projects.
Task counts
Task counts for: started, late, today (due), and upcoming for this month.
Activity
Bar chart breakdown by user tracking how many client-related activities someone has performed. Quickly see who is most active on the client’s projects.
Profitability
A client’s profitability-related metrics:
  • Total profit (billable total - total cost)
  • Total cost (cost rate x logged time)
  • Billable total (billable rate x logged time)
Budget breakdown
A bar graph breaking down how many of the client’s projects fall within specific budget usage percentages.
Billable vs non-billable time
Gauge chart displaying a split of the  billable and non-billable time logged for that client across all of their projects.
Widget
Description
Notes
A text field where you can add notes with any important client information. Anyone with access to the Overview tab can add and read notes.
Project Health
Bar chart displaying how many of the client’s projects fall within each project health category.
Activity digest
Quantity of: tasks created since yesterday, tasks completed since yesterday, and unread comments and messages across all of the client’s projects.
Task counts
Task counts for: started, late, today (due), and upcoming for this month.
Activity
Bar chart breakdown by user tracking how many client-related activities someone has performed. Quickly see who is most active on the client’s projects.
Profitability
A client’s profitability-related metrics:
  • Total profit (billable total - total cost)
  • Total cost (cost rate x logged time)
  • Billable total (billable rate x logged time)
Budget breakdown
A bar graph breaking down how many of the client’s projects fall within specific budget usage percentages.
Billable vs non-billable time
Gauge chart displaying a split of the  billable and non-billable time logged for that client across all of their projects.

Interactive widgets

Want to drill-down and see more detail? Some widgets are interactive, allowing you to click on individual results and see a breakdown of the data provided. 

Interactive widgets: 
  • Project Health
  • Activity
  • Profitability 
  • Budget breakdown
  • Billable vs non-billable time