Client Profitability & Pricing Dashboard Excel Template for Freelancers, Consultants & Agencies

Know Your Clients. Know Your Profit.

Stop guessing which clients make you money. This Excel dashboard shows you the real profit behind every client and project, and tells you what to charge next.

What you get

• Dashboard with 8 KPI cards, profit charts and client rankings
• Executive Summary that writes 5 business insights for you, automatically
• Profit Leaks: finds loss-making projects, low margins, hour overruns and high costs, with a recommendation for each
• Profit Opportunities: shows the extra profit you'd earn if low-rate clients reached your target rate
• Pricing Calculator: Safe, Recommended and Premium quotes, plus a 0–100 Price Confidence score
• Client Scorecard: a 0–100 score and a verdict (Keep & Grow, Review Pricing, Renegotiate…)
• Client Lifetime Value: current vs potential value per client
• Time Efficiency and Monthly Performance with automatic charts
• Settings: change targets, thresholds and score weights without touching a formula
• Demo data included, plus a Quick Start Guide (PDF)

True profit, not just revenue

Profit = revenue − direct costs − your time cost. Your hours count as a cost, so your margins reflect reality.

Easy to use

Blue cells are for your input, gray cells calculate automatically. Dropdowns, data validation and filters are built in. Dashboard and analysis sheets are protected against accidental edits.

Perfect for: freelancers, consultants, agencies, designers, developers, creators and small service businesses.

Compatibility: Excel 2016+, Microsoft 365, Excel for Mac. Amounts are in euros (€). Not designed for Google Sheets.

Delivery: instant digital download (.xlsx + PDF guide). No physical product.