Client Profitability Tracker (Excel 365)

Contribution by client, project and month, before overhead.

30-day money-back guarantee. No questions asked.

One-time purchase. No subscription. No macros.

See which clients are worth the hours.

For small agencies, studios and consultancies billing several clients a month, in one currency or several.

Three questions, answered every month

• Which clients and projects left the most after delivery costs? Contribution and margin for every client in the month you pick.

• Where did the hours outrun the fee? Contribution per delivery hour shows which work paid for the time. Negative results stay visible.

• What does the month look like in one currency? Bill in pounds, pay freelancers in euros, report in dollars. Every money figure converts to the report currency you choose.

Seven sheets, one job

• Start Here: setup in 5 steps, your settings in one place (business name, report currency, first month, report month, theme) and the workbook's overall status.

• Dashboard: five key figures for the report month (net fees, delivery cost, contribution before overhead, contribution margin, rows needing review), ten named checks, and two charts of contribution before overhead, by client and by month.

• Work Log: one row per client project per month. Each row is checked and marked OK or Review.

• FX Rates: one rate per currency per month, typed in by hand as Australian dollars per 1 unit. Report in USD, EUR, GBP, AUD, CAD, NZD, JPY, SGD, HKD or CHF.

• Summary: totals for the report month and for all months, the last 12 months, and a table by client you can print.

• Reference: your client list, which feeds the Client dropdown on the Work Log.

• Guide: every input, calculation and check explained, plus printing, adding capacity, clearing sample data and the changelog.

Built to be checked

Type only in the yellow cells. Leave every other cell to the workbook.

Yellow: you type here · White: calculated, don't type here · Grey: lists and reference values

Rows marked Review stay visible and are left out of the totals until you fix them. Ten named checks, such as totals reconcile, rates present and no duplicate keys, give one status on every sheet: OK, CHECK (n) or SAMPLE.

Sheets are protected without a password, so formulas aren't overwritten by accident. No macros, no external links, no hidden sheets.

Setup

Setup takes 5 steps: about 10 minutes, plus about 1 minute per row.

The worked example is filled with 14 fictional rows for 8 fictional clients, June to August 2026, with illustrative exchange rates. Clear it in three steps and it matches the blank file.

Light or Dark theme for Start Here and the Dashboard. Print setup for US Letter, checked on A4.

Tested in Excel 365 for Windows desktop: 41 of 42 checks passed, 1 not yet run, workbook 2.0.0, Excel build 16.0.20430.20140, Oct 5, 2026.

What's in the download

One ZIP file:

• client-profitability-tracker-v2.0.0-blank.xlsx: the workbook for your own data

• client-profitability-tracker-v2.0.0-worked-example.xlsx: the same workbook with fictional sample data

• START-HERE.html: open this first. It lists every file and where to begin.

• quick-start.md: setup steps and how to read the results

• metric-dictionary.md: every field and calculation defined

• support-and-compatibility.md: where it's tested, and how to get help

• license.md: the license terms for both licenses

• release-notes-v2.0.0.md: what changed in version 2.0.0, and how to move your 1.x rows

• money-back-guarantee.md: the 30-day money-back guarantee

• MANIFEST-client-profitability-tracker-v2.0.0.sha256: checksums, so you can check every file arrived intact

Previously released as Client Fees & Delivery Tracker. Same product, new name; the files for version 1.x keep the original name.

Not for you if

• You need bookkeeping, invoicing, sales tax or cash-flow reporting.

• You need net profit after overhead in the same file.

• You want figures to arrive automatically from other software.

• You need several people editing at once with permissions or change history.

Known limitations

• Contribution is before overhead. It is not net profit, accounting profit or cash flow.

• Exchange rates are typed in by hand each month, as Australian dollars per 1 unit. There is no live feed.

• Tested in Excel 365 for Windows desktop. Mac, Excel for the web and Google Sheets are not yet tested.

• Excel mobile and the Google Sheets mobile apps are for viewing only, not data entry.

• Each row uses one internal hourly cost, so hours are not split by person.

• Capacity is 1,000 Work Log rows, 600 rate rows and 200 clients; more needs the steps in the Guide.

Two licenses

The workbook is the same for both. Only the license differs.

Single-business, US$49

For one business or sole trader, and everyone who works in it: staff and contractors.

Allowed: edit and extend the workbook, keep backups, share reports and results with your team, clients, advisers and board.

Not allowed: using it for a second business, giving an editable copy to a client or anyone outside the business, reselling it or posting it online.

Agency/Team, US$99

For an agency and everyone who works in it, covering up to 5 client businesses.

Store-wide: it covers every Metricvalley template your business owns, for up to 5 client businesses. No other template needs an Agency/Team license of its own.

Allowed: everything in Single-business, plus separate working copies for up to 5 client businesses you manage, as long as you keep the file and send them the results.

Not allowed: giving clients or anyone outside your agency an editable copy, reselling it, or including it in a product, course or template library.

Choose your license above. The full terms are in the license file in your download. More than 5 client businesses? Email support@metricvalley.com and we'll work out what fits.

Already bought Single-business? Upgrade to Agency/Team for the difference, US$50. Email support@metricvalley.com with your order number.

30-day money-back guarantee

If the tracker isn't right for your business, email support@metricvalley.com within 30 days of purchase with your order number. You'll get a full refund to your original payment method. No questions asked and no forms to fill in. We reply within 1 business day and start the refund then. Downloading the files doesn't affect the guarantee. We only ask that you delete your copies.

This guarantee is in addition to your rights under the Australian Consumer Law and any other consumer law that applies to you.

Updates: free updates to the 2.x line, delivered through your Payhip download link.

Google Sheets edition: included free for every buyer when it ships. It isn't available yet.

Support: email support@metricvalley.com. We reply within 1 business day, Monday to Friday, Australian Eastern time. Included: help getting the workbook working as described, and fixes for anything that doesn't. Not included: custom setup, importing your data, redesigning formulas, or accounting and tax advice.

Prices are in US dollars. Any sales tax or VAT that applies is shown at checkout before you pay.

Metricvalley is independent of Microsoft and Google.

About reviews: from October 2026, buyers who answered our feedback questions were given a free template. It never depended on writing a review or on what anyone wrote.