Pricing Estimate Calculator spreadsheet for Freelancers, Sole Traders, Small Business, Agencies, Projects

Easy to use spreadsheet tool for project or other rate and time based pricing calculations. Simple process enables rapid, accurate and consistent generation of prices for your service businesses, freelancer client work, project management, consultancy, agencies. Use your own rate card for your client work to calculate billable time and invoice values with ease. Time saving method for price estimating / quotation for service businesses, Freelancers, Consultants, Sole Traders, Small Businesses, Agencies.

Suitable for calculating the value of projects with different stages, elements, collaborators.

Three stage process:

Sheet 1 - Set up Rates and other costs. Add your hourly, daily etc billing rates as well as other regular cost types (such as products, software costs, expenses, materials and other overheads)

Sheet 2 - Cost item database, a 'long list' of potential tasks and other costs to be included in your estimates - add category headings and descriptions of tasks / cost items and give them a typical value (up to ten items in each of ten categories).

Sheet 3 - Create Estimate. Select from a pull-down list to choose cost items relevant to a specific new project. This draws from your database and pulls though rates etc automatically to rapidly build your new estimate.

See video showing how easy it is to build new estimates so you can quote billable amounts for client work.

Features:

Rates and cost items adaptable to any industry. Add tasks, products, expenses and add values in a simple table which feeds through to the database and estimate sheets.

Running total (both overall and by category) generates automatically as you add items to your estimate.

Percentage mark-up can be added to the total.

Currency neutral so can be used anywhere.

Three estimate sheets included, providing scope to create baselines for different types of project or for supplemenary estimates if required.

All calculations already built into the template. No experience needed with formulae.

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Assumptions:

I assume basic Excel skills on the part of the purchaser / user. You should be able to input figures and text into empty cells and edit content of cells if required. You will need to navigate spreadsheets within and between separate pages and be able to use the Save and Save as functions in order to manage your own versions of the worksheets as you progress with their use.

No skills with Excel formulae are required. Calculations are built into the spreadsheets and are made automatically as you populate the relevant sections with your figures.

The template is designed to be re-used, assuming the supplied template is kept intact.

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Terms of use

I am here for your questions but I cannot provide Excel tuition as after-sales support. Excel contains an in-depth Help facility. I am not able not provide refunds if you are unable to use Excel to the required standard.

The template is supplied with password protection in place to lock formulae and other functions within the spreadsheet. This protects against malfunction and piracy. You will not require a password in order to carry out intended use of the product. If a formula or other feature appears not to work correctly you should revert to the downloaded template in the first instance. If the issue is present in the original version please contact me if you still feel anything is not functioning correctly. I am happy to address any bugs you may identify and re-supply an updated version.

These templates are strictly for personal use only. They are not to be modified, reproduced or shared / re-sold in their original or modified form.

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Technical spec / Compatibility

The spreadsheet is supplied as a Microsoft Excel template. Digital product. No physical material will be supplied.

It was created in Microsoft Excel for Mac. Last updated July 2023. This product been built in Excel and only tested in Excel. I cannot guarantee full functionality in Google sheets, Apple Numbers or any other spreadsheet package. I cannot offer advice or refunds based on problems using the sheet in packages other than Excel.

I cannot guarantee full functionality when using the template saved for use with older versions. Using an older version of the software inevitably carries some risk to the user.