TABLE OF CONTENTS

• Overview
• Estimated Revenue
• Activity Log
• Billable and Non-Billable hours
• Notes
• Billing Address

Overview

The client summary page provides a quick glimpse of important information related to the client. It gives you an estimate of the revenue you can expect from the client along with a breakdown of billable and non-billable hours. Additionally, you can view activity logs and more on the summary page.

The summary page can be a valuable tool to keep track of vital metrics and collaborate with various resources working on a client's projects. Let's discuss some of the information you can find on the summary page of a client and how you can leverage it.

To get to the client summary page, navigate to Project (1) >> Clients (2). Here, you will find a list of clients you have added to the organization. 

Select the Client (3) from whom you want to view the summary. 

The top section of the page shows important information regarding the client. 

You can see who the Client Manager assigned to the client is. 

You can also see the Billing Currency for the client and the Rate Unit which defines the unit based on which billing happens. 

Clicking on the Three dots icon here will give you more options. You can view the Custom Fields configured for this client. You can also Update the client details or Delete the client from this window. 

Estimated Revenue

This section displays the monthly billable amount derived from timesheets for billable tasks by project resources. It offers a breakdown of invoiced and non-invoiced revenue through a chart, with an option to view data by year for a comprehensive billing overview of the client.

Activity Log

The right pane features an activity log detailing client detail changes, like billing and contact info, by assigned resources. It shows who made changes and when. For a specific period review, click View All Activity and select from predefined ranges—7, 14, 30 days—or set a custom range.

Billable and Non-Billable hours

The summary page's billable and non-billable hours section displays the total project hours for a client, distinguishing between billable (chargeable) and non-billable (non-chargeable) hours. This distinction aids in project management and adherence to billable hours limits. It also allows for historical comparison of hours spent across different months and years, with a selectable year option for detailed analysis.

Notes

The notes feature in Keka lets you add and share important notes or files about a client with all team members working on related projects. Simply type your note in the provided text box and attach any relevant files to ensure efficient communication and information sharing among team members.

Billing Address

This section reflects the primary billing address of a client. If it's your first time adding an address, simply click on +Add Billing Address. This will open a window where you can input the address details required for client billing.

You can edit the billing address any time by clicking on the Edit icon here.

That's the end of this help article on using the client summary page. More questions? Talk to our product experts today!