Project Profitability Calculator — Project Margin & Overhead Workbook

A project can look profitable after direct costs while the business still struggles to cover overhead. This manual Excel workbook brings revenue, delivery hours, direct costs and a share of overhead into one project-level workflow for freelancers, small studios and consultancies.

WHAT YOU CAN REVIEW

• Project revenue, direct cost, overhead absorbed and profit to date

• Earned hours and a break-even hour count for each engagement

• Profit rollups by client and service line

• Client-administration time and overhead recovery

• Change-order hours and work that was not billed

• Monthly contribution and reconciliation from project profit to period profit

INCLUDED

• DEMO workbook with fictional worked examples

• CLEAN workbook ready for your own data

• Quick Start PDF

• Eight CSV source-data backups; calculated workbook results are not included in the CSV exports

• One-business license

WORKBOOK DETAILS

17 sheets total: 13 visible business sheets and 4 hidden helper sheets; 773 formulas, 26 dropdown validations, 22 conditional-format rules and 6 charts. All example names and figures are fictional. Dashboard values shown in the gallery are demo figures, not client results or performance claims.

COMPATIBILITY AND WORKFLOW

Designed for Microsoft Excel 2016 or later. Google Sheets, LibreOffice Calc and Apple Numbers have not been independently tested. Enter and maintain figures manually; the workbook does not connect to a bank, accounting platform or time tracker, and it does not send reminders or invoices.

This is a business-operations workbook, not accounting, tax, financial or legal advice. The formulas calculate information entered and do not verify it.

LICENSE AND SUPPORT

One purchase covers one business, including people working inside it. You may edit the workbook for that business; resale, redistribution, sublicensing or sharing with another business is not allowed. Change-of-mind refunds are not offered for a digital download. If a file is broken, corrupted or materially different from this page, contact us and we will make it right.