Vibe CFO
VibeCFO
+
WorkflowMax

Margin by job in WorkflowMax

WorkflowMax tracks time. It tracks costs. It even shows you a margin number. The problem: that number doesn't include the burden on labour, doesn't account for unbilled time, and doesn't see the overhead. So your healthy WFM margin is often an unhealthy real margin — and you find out at year end when the accountant lands.

Screenshot placeholder

EVA chat showing margin by job — table with WFM jobs, billable amount, true cost (burdened), real margin %, ranked, with one job flagged red

How it works

VibeCFO connects to WorkflowMax and to your accounting system at the same time. EVA sees both sides at once.

  • Ask EVA "which jobs made margin last month?" Real margin, burdened labour, unbilled time included.
  • Cut by client or project type. Find out which clients pay well and which ones eat your team alive.
  • Catch losing jobs while they're running. EVA flags jobs where actual time is tracking ahead of estimate.
“Found three clients we were losing money on every month. Repriced two, walked from one. Profit up 18% the next quarter.”
— [Customer name, Business, Location]Placeholder
SEE IT ON YOUR OWN WORKFLOWMAX DATA

20-minute demo. Live WorkflowMax connection. Real numbers.

Frequently asked questions

How do I see margin per job in WorkflowMax?
WFM shows time tracked and costs against jobs. True margin — including unbilled time, labour burden, and overhead — usually means a spreadsheet. VibeCFO connects WFM to your accounting system and gives you real margin per job, live.
Why does my WFM margin look better than my P&L?
Usually labour burden missing from the cost rate, or unbilled time not factored in. EVA loads both back and shows the truth.
Can I see margin by client?
Yes. By client, by project type, by lead consultant. EVA cuts it.

Related

WIP reporting in WorkflowMax
Utilisation reporting in WorkflowMax
Client profitability in WorkflowMax
Fixing WorkflowMax reports that don't match your accounting
Back to the WorkflowMax integration page