How a Custom Profitability Report Improved Agency’s Operations

Icon of a pencil Last updated: 15 Jan 2025

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In this article

The Problem: Blind spots in profitability The Solution: A customized and automated profitability report The Impact: Confident, data-driven decisions Impressed by the customer success care

The Problem: Blind spots in profitability

Talk Shop Media's leadership faced a recurring challenge: understanding which client accounts were truly profitable. The hours were logged, but the big picture remained out of focus.

Hours Sold vs. Hours Spent: Were they underestimating the resources required for certain accounts?
Employee Allocation: Were the right people working on the right projects?
Profit Margins: Which clients were driving growth, and which were draining resources?

The answers were buried in their data, but without the right tools, they stayed hidden.

The Solution: A customized and automated profitability report

Toggl Custom Solutions team worked closely with Talk Shop Media to create a custom profitability report that turned raw time tracking data into actionable insights.

“Instantly, we can see which accounts are profitable and which aren’t. If profitability is low, we can dig deeper into the data and take the necessary steps. This custom report eliminates the need for manual data compilation. It’s all done automatically, with all our data available right in Toggl Track.”

— Hannah McClenaghan, Operations Manager at Talk Shop Media

Here’s how it worked:

Granular Detail: The report broke down hours by task, project, and client, providing a clear view of resource allocation.
Revenue Alignment: Each logged hour was matched to its billing rate, instantly revealing account profitability.
Real-Time Clarity: The report used live data, enabling leadership to adjust priorities and make decisions on the fly.

The Impact: Confident, data-driven decisions

With the profitability report, Talk Shop Media redefined how they worked:

Restructured Retainers: Armed with data, they renegotiated contracts for underperforming accounts.
Optimized Resources: They realigned teams to focus on clients delivering the most value.
Confidence in Growth: Every decision — from staffing to client acquisition — was backed by data, not guesswork.

“Time tracking data is crucial for us. If you need to know the health of your accounts, there’s no other way to figure it out without time tracking. Advanced and visually appealing Toggl reports and easy-to-use UI translated into much better company-wide time tracking compliance and accuracy of data.”

— Hannah McClenaghan, Operations Manager at Talk Shop Media

Impressed by the customer success care

“I’ve been truly impressed with the level of attention we’ve received throughout both the onboarding and ongoing processes,” McClenaghan shared.

“I have our customer success manager on Slack, and he’s always available, keeping me informed about new updates and features specific to our team. Whenever I have a question, he responds and walks me through it. This level of support is incredibly impressive and helps us make the most out of our time tracking system. Toggl Track has set us up to maximize our time tracking potential,” McClenaghan concluded.