Overhead & Markup vs Margin Calculator: Excel / Google Sheets Workbook with Printable Worksheets and Guide

A 30% markup is not a 30% margin. Mix them up, or leave overhead out of the price, and a busy year can still lose money.

The Overhead & Markup vs Margin Calculator is for owners, estimators and project managers who want every bid to cover the cost of running the company and still hit the profit they planned. One workbook opens in Excel or Google Sheets. A printable worksheet, a cheat card and a short guide are included.

WHAT'S INCLUDED

- Calculator workbook (.xlsx, no macros). The same file opens in Excel or Google Sheets.

- Start Here: what counts as overhead, and markup vs margin in plain words

- Overhead Budget: 26 editable lines by category (office, vehicles and insurance not charged to jobs, office staff, owner salary, software, phones, professional fees, licenses, marketing, depreciation and more), monthly or annual entry

- Recovery Rate: overhead per billable field hour, overhead as % of direct cost, overhead as % of revenue, plus break-even revenue and projected net margin

- Job Pricer: direct costs by category, pick your overhead method, set a target net margin; get the bid price, gross margin, the matching markup on direct cost, all three methods side by side, and a price x margin = profit check

- Markup vs Margin: convert either way, cost to price at a margin, and cheat tables from 10% to 50%

- Examples: a fictional company and job with every number worked out, clearly labeled EXAMPLE

- Printable overhead + pricing worksheet (PDF, fill by hand)

- Markup vs margin cheat card (PDF, one page)

- Short PDF guide: what goes in overhead, three ways to recover it, the math explained, common mistakes, using the workbook, opening it in Google Sheets

COMPATIBILITY

PDFs print on US Letter. The workbook works in Excel 2016 or later (Windows or Mac, including Microsoft 365) and in Google Sheets. No macros.

GOOD TO KNOW

- Instant download. One-business license: use it on all your company's projects and print as many copies as you need.

- Not tax, legal or accounting advice. Check your numbers with your CPA. Example figures are fictional and labeled EXAMPLE.

- Labor in the Job Pricer should be burdened labor (wage plus taxes, workers' comp and benefits).

- AI disclosure: designed by Patrick Foundry with AI assistance. Files were checked by automated QC (formula recalculation and page renders).

- Questions about the files? Email kits@patrickfoundry.com with your order number.

PRICE

$19. One price for the full kit.

MORE KITS

Need a real burdened labor rate for the Job Pricer? Pair this with the True Hourly Cost / Labor Burden Calculator: https://payhip.com/b/6g0vx

SKUFF

Want pricing and job costing in an app? Join the SKUFF field app waitlist: https://patrickfoundry.com/skuff

GET EVERY KIT

Get every Foundry Field Office kit, and each new one as it ships, with the Foundry Field Office Membership: $15/mo or $149/yr. https://payhip.com/b/2V97I

REFUND POLICY: These are instant digital downloads. If a file won't open, is damaged, or isn't what the listing describes, email kits@patrickfoundry.com within 14 days of purchase with your order number and we'll fix it or refund you in full. Because the files can't be returned once downloaded, we don't otherwise offer refunds for change of mind.