Quotes & Job Profit Tracker

Follow the screens at your own pace. Replace fictional examples with your own information.

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STEP 1 OF 5

Add a job

Hi, I'm Alex. Save your own copy and open Job register. Replace the fictional samples. Enter a unique job ID, customer and description. Use one row per job.

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STEP 2 OF 5

Record the quote

Choose Quoted and enter quoted revenue and estimated direct cost. Update the stage to Accepted, Completed or Lost as the job progresses.

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STEP 3 OF 5

Enter actual results

When known, enter actual revenue, materials, labour and other cost. Use tax-exclusive amounts consistently. Enter zero for a genuine zero cost; leave unknown actuals blank. Include allocated overhead in Other if needed.

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STEP 4 OF 5

Review profit and warnings

Leave calculated columns K to N intact. They show actual cost, profit, margin and review flags. Resolve duplicate IDs and incomplete actuals, especially on completed jobs.

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STEP 5 OF 5

Use the dashboard

Open Jobs dashboard to review open quotes, completed gross profit and quote win rate. Win rate excludes open quotes. This is a job-profit tracker, not an invoice or payment system. Review results regularly and save your changes.

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These instructions cover the workbook version shown. Check the product listing for included formats. Google Sheets import and feature compatibility have not been independently verified for these versions.