Description
Know the cost, margin and capacity before you say yes.
For freelancers, agencies and project-based service businesses. Start with each person's loaded cost per hour, build an estimate at your target margin, then calculate project profitability from time logged, expenses and approved changes. Review twelve months of capacity in the same file.
What you get
- Per-person loaded hourly costs and service rates
- Estimate builder with suggested price at target margin
- Task budgets, time logs, expenses and approved changes
- Estimate-versus-actual contribution and profitability
- 12-month capacity view, project review and prioritised Dashboard
Customer download: PDF, editable XLSX and a read-me-first guide. No subscription.
Compatibility
Excel (.xlsx) format, no macros. Recalculated in LibreOffice Calc. Microsoft Excel application testing and Google Sheets import have not been verified for this release. Check the worked example and dropdowns after importing into Sheets.
Before you use it
Management planning figures, not accounting, tax or financial advice. Four demo projects show the calculations; remove their DEMO rows and clear the as-of override before using real data.
Personal and organisation use is governed by the Terms and Conditions, including the Licence for organisations section. This description does not expand the licence.
