ClickUp Margin Report

Private bill rates, cost rates, margin, and budget burn for existing ClickUp time entries.

Turn your existing ClickUp time entries into revenue, cost, gross profit, margin, budget burn, and client-ready invoices — without sharing sensitive rate data with your team. Already tracking time in ClickUp? Add the profitability layer ClickUp doesn't have, and keep your cost rates private to your own browser. What you get: • Margin dashboard — revenue, cost, gross profit, margin, utilization, and effective rate at a glance • Breakdowns by project, person, task, and task type • Invoices — generate branded, printable client invoices from billable time (no cost or margin shown to clients) • Invoice tracking — mark invoices paid/unpaid, see outstanding totals, and exclude already-invoiced hours so you never bill the same time twice • Flexible rates — per-person cost and bill rates, per-project bill rates, and per-person-per-project overrides • Budgets & alerts — hours and dollar budgets per project, with flags when a project is over budget or below its target margin • Time ranges — this/last week, this/last month, this quarter, this year, last 7/14/30 days, or a custom range • Traceability — click any number to open the underlying task in ClickUp for audit • Exports — entry-level CSV, project summary, and client invoice CSV How it works: 1. Open any ClickUp workspace tab (uses your active session — no API token needed) 2. Open the dashboard, import your people and projects, and fill in rates 3. Pick a date range and view your margin report, then generate invoices Privacy: All rate data stays in your browser (chrome.storage). Nothing is transmitted to external servers. The extension only reads time-entry data from your active ClickUp session. Perfect for agencies, consultancies, MSPs, and professional-services teams that already track time in ClickUp and need private margin and invoicing without moving to another tool.