Client Project Profitability Tracker | Excel Pipeline & Margin Dashboard

See which client projects make money - and which only keep you busy.

An Excel project profitability tracker for freelancers and agencies: add one row per client project and it calculates profit, margin, unpaid balance and real profit per hour, with a pipeline dashboard.

WHAT'S INCLUDED

• Projects sheet for 50 projects: client, project, start date, status, next action, due date, probability, price, direct costs, hours and unpaid balance

• Profit, margin and profit per hour calculate automatically

• Dashboard KPIs: pipeline value (Lead + Proposal), active revenue, unpaid balance, total profit, average margin and average $ per hour

• Workflow counts for Lead, Proposal, Active, Review, Complete, Paid and Archived

• Quick-start notes and sample rows

BEST FOR

Freelancers, consultants, agencies, studios and other service businesses.

HOW IT WORKS

1. Add one row per client project.

2. Update status, price, costs, hours and payments as work progresses.

3. Check the Dashboard for profit, margin and unpaid balances.

FORMAT / DELIVERY

Microsoft Excel .xlsx file (no macros) - also opens in Google Sheets. Instant digital download, no physical item.

FAQ

What exactly do I get?

Excel project profitability tracker: pipeline stage, price, costs, hours, unpaid balances, profit, margin and real hourly earnings.

What do I need to use it?

Microsoft Excel on Windows or Mac (Excel 2016 or newer, or Microsoft 365). It also opens in free Google Sheets, though Excel is recommended.

How do I get it?

It is an instant digital download: right after payment you get the file on the page and by email. No physical item is shipped.

What if it is not right for me?

Contact me through my Payhip store within 30 days and I will refund you - no hard feelings.

I have a question

Use the contact link on my Payhip store page and I will help.