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Client tools, renewals and retainers

Set a client's retainer and see margin and utilisation

Set the monthly retainer once and the cockpit shows margin and utilisation.

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How it works

4 steps in YuktiBOS.

Where to find it: Managed tools; Client cockpit.

  1. Open Managed tools.
  2. Set the retainer for the client.
  3. Open the client's Cockpit.
  4. Read margin and utilisation.

What you get

What comes out of it.

Profit per client.

AI spend counted against it.

Who it is for. Owners and finance.
Finance and adminLeadership and strategyMarketing agency

You may also know this as: agency retainer margin, client profitability, utilisation report.

Related things you can do

See which clients are late, over budget or under-servedTrack the tools and subscriptions you run for each client, and their renewals

More from Client tools, renewals and retainers

The Client tools, renewals and retainers featureSend a client a monthly bill for managed tools by link

Everything you can do

Want to set a client's retainer and see margin and utilisation?

We are onboarding a small number of businesses for early access. Tell us what you do and what you would like off your plate.

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