Quotes & Job Profit Tracker

Step 1. 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.

Step 2. 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.

Step 3. 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.

Step 4. 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.

Step 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.