Pricing & Margin Toolkit: guide and 6 Excel templates

Know your real costs, price every quote for profit, fix the jobs and customers that lose money, and raise prices with confidence.

What's included

• Pricing & Margin guide (PDF): a practical 30-day plan, with a price increase letter template and tips for handling pushback
• Charge-Out Rate Calculator: the hourly and day rate you need, including hours nobody pays for
• Break-Even & Utilisation Calculator: how busy you need to be, with scenarios
• Quote Margin Checker: margin before and after discount, and your lowest acceptable price
• Job Margin Tracker: quoted vs actual margin on every job, and the causes of lost profit
• Customer Profitability Analyser: which customers really make you money
• Price Increase Planner: how much volume you could lose and still be better off

What you get

A ZIP file with the PDF guide and 6 Excel files (.xlsx) that also work in Google Sheets, each with a Start Here tab and example figures.

Designed by Basir Consulting with AI assistance, and checked by hand. Planning tools, not financial, tax or legal advice. Licensed for use in one business.