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Top use cases for list views

Dive into your data to make healthier business decisions

Updated this week

🕰️ 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

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