🕰️ Est. Time: 5 minutes
🎯 Goal: Discover smart ways to use list views for job health, time, profit and more.
🔑 Requirements: Access to view jobs and cost rates
To lead a healthy and happy agency, you need to know where the business needs your attention. Whether you're growing quickly, running hybrid teams, or just feeling stretched, it can be difficult to see where you’re most needed.
That’s where list views come in. They give you real-time insights into your business—helping you make better decisions, faster.
How to create and save custom views
Set up helpful list views in seconds, and save them for easy access, at the click of a button. Learn how it works here.
What's the best way to start building list views?
Start with a question
What data do you need to see and understand to make better business decisions. For example:
Are you under-quoting or over-servicing?
Are particular services performing better than others?
Where are my team spending their time?
Are we hitting our targets?
Should we outsource marketing?
Use labels for better filtering
Job labels are your best friend when it comes to filtering views. For example, set up labels like:
Department
Project type (e.g. strategy, creative)
Lead source
and much more
Labels take seconds to create, read more here.
🌟 Use case: Health of a key client
See how profitable your top clients really are, and how much time they take.
View: Jobs list
Filter: Billable status
Sort: Profit or Profit Margin
Compare: Budget, Used Cost, Invoices, Profit
Turn on columns for: Job Name, Budget, Time Used Cost, Expenses, Invoices, Profit, Profit Margin
Tip: Add a filter for Profit Margin is less than 25% to flag underperforming jobs.
🚂 Use case: Track a new service
Track how a new service is performing by filtering to just those jobs.
View: Jobs list
Filter: Job label is e.g. “Strategy”
Sort by: Profit or Profit Margin
Compare: Performance over time or against other services
🐛 Use case: Jobs over budget
Get ahead of budget blowouts while jobs are still live.
View: Jobs list
Filter: Job status is In Play, Budget Variance is greater than 0, Billable Status
Sort by: Budget Variance
Compare: Budget vs used costs
⏰ Use case: Time spent on billable work
Track where your team’s time is going and what it’s worth.
View: Time list
Filter: Billable Status, Date
Sort by: Hours
Compare: Team member or Item
💵 Use case: Profitable expenses
See which third-party costs generate margin so you can repeat what works.
View: Expenses list
Filter: Date
Sort by: Profit
Compare: Cost, sell, markup and profit
📉 Use case: Non-profitable jobs
Spot the jobs that cost more than they earn to flag jobs that need follow ups or a review.
View: Jobs list
Filter: Profit Margin is less than ..
Sort by: Profit
Compare: Budget, Used Cost, and Invoices
📆 Use case: Quarterly profit review
Get a snapshot of job profitability this quarter.
View: Jobs list
Filter: Job Completed Date is this quarter
Sort by: Profit
Compare: Profit, Profit Margin, Budget Variance