Profit & Loss Tracker — Freelancers & Consultants

Know exactly which clients are making you money — every month.

The ClearBase Profit & Loss Tracker gives freelancers and consultants a complete picture of their revenue, expenses, and net profit — broken down by client and by category, automatically.

WHAT'S INSIDE

→ 4 professional sheets: Instructions, Dashboard, P&L Input, Categories

→ Dashboard with live KPI cards: Total Revenue, Net Profit, Expense Ratio, Top Client

→ Revenue tracked per client — up to 10 clients

→ Client revenue ranking table — see who's driving your income

→ 12 customizable expense categories

→ Net profit, profit margin %, and expense ratio — all auto-calculated

→ Monthly P&L summary table with full-year totals

→ 234 auto-calculating formulas — zero manual math required

WHO THIS IS BUILT FOR

→ Freelancers and independent consultants

→ Service businesses tracking revenue across multiple clients

→ Anyone who needs to know which clients are worth keeping

→ Solopreneurs replacing a manual spreadsheet or guesswork

WHAT YOU RECEIVE

→ Microsoft Excel file (.xlsx) — works on Excel 2016, 2019, 2021, and 365

→ Setup instructions included in the file

HOW IT WORKS

Step 1: Open CATEGORIES — enter your client names and rename expense labels (3 minutes, done once).

Step 2: Enter revenue per client and expenses per category in the white cells each month (15 minutes).

Step 3: Open DASHBOARD — net profit, client rankings, and expense ratio have already calculated.

Questions? Message us directly. We respond within 24 hours.

ClearBase Business Tools — Your business. By the numbers.