Identify your least profitable client in under 5 minutes and increase average project margin by 12% within one quarter.
~3 hrs
Saved / wk
Medium
Setup
No AI
AI
BQE Core tracks your time and billing in one place. Each month, export that data to Google Sheets, where a template calculates revenue, cost, and gross margin per client. Metabase turns that sheet into a sortable report so you can see your most and least profitable clients in 5 minutes.
~3 hrs
Saved / Week
Some setup required
Setup Complexity
No AI involved
AI Status
Step 1: At month-end, export billable hours, cost rates, and invoiced amounts from BQE Core into a Google Sheet.
Step 2: Use a template tab to calculate revenue (invoiced), cost (hours × your internal rate), and gross margin % per client.
Step 3: Connect Metabase to Google Sheets via a connector and build a sortable report table ranked by margin %.
Step 4: Share the Metabase report with partners each month and flag any client below your target margin threshold in red.
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See PlansGoogle Sheets is a great fit for any small business that needs to track data, build reports, or collaborate on numbers without paying for extra software. You get a full-featured spreadsheet in your browser, on your phone, or on your tablet — no installation needed. Your whole team can work in the same file at the same time, and every change is saved automatically with a full version history. It connects with tools you likely already use, like Salesforce, Asana, and QuickBooks, and it opens and edits Excel files without a hitch.
Open-source business intelligence — explore data, build dashboards, and answer questions without writing SQL. Self-host free or use managed cloud. Connects to your databases and turns raw data into charts, reports, and alerts. Open source: free (unlimited). Starter cloud: $85/month. Metabot AI: $100/month add-on.
