Template · Finance
Project profitability tracker
Compare project revenue with direct labor, materials, and allocated overhead to estimate contribution and margin.
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XLSXCSVODSXMLNumbers| Project profitability tracker | |||||||
| Example data — replace the blue input cells with your own. | |||||||
| Compare project revenue with direct labor, materials, and allocated overhead to estimate contribution and margin. | |||||||
| Populated records | 3 | ||||||
| Total project profit (USD) | $17,300.00 | ||||||
| 60 record rows. Blue cells are inputs; dark cells calculate. | |||||||
| Project | Revenue (USD) | Labor (USD) | Materials (USD) | Overhead (USD) | Total cost (USD) | Profit (USD) | Margin |
| Example fit-out | $50,000.00 | $22,000.00 | $10,000.00 | $6,000.00 | $38,000.00 | $12,000.00 | 24.0% |
| Example design | $18,000.00 | $11,000.00 | $500.00 | $2,500.00 | $14,000.00 | $4,000.00 | 22.2% |
| Example survey | $6,000.00 | $3,500.00 | $300.00 | $900.00 | $4,700.00 | $1,300.00 | 21.7% |
Showing the first 16 of 72 rows and 8 of 8 columns. Cells with formulas show the formula on hover.
| Project profitability tracker | |||
| Method, inputs, and limits for this workbook. | |||
| What it does | |||
| Compare project revenue with direct labor, materials, and allocated overhead to estimate contribution and margin. | |||
| How to use it | |||
| Replace the fictional records in blue cells with your own data. Keep the dark formula cells. Use the units stated in the column headers and keep each record on one row. Read the calculated columns and inspect the results before using them.… | |||
| Formulas and method | |||
| Total cost sums labor, materials, and overhead. Project profit subtracts that cost from revenue, and margin divides profit by nonzero revenue. | |||
| Assumptions and limits | |||
| Use one consistent accounting period and revenue recognition basis. Allocated overhead is an input, and project cash flow may differ from profit. | |||
| Missing numeric inputs |
Showing the first 16 of 72 rows and 4 of 4 columns. Cells with formulas show the formula on hover.
What does this template do?
Compare project revenue with direct labor, materials, and allocated overhead to estimate contribution and margin.
Total cost sums labor, materials, and overhead. Project profit subtracts that cost from revenue, and margin divides profit by nonzero revenue.
Use one consistent accounting period and revenue recognition basis. Allocated overhead is an input, and project cash flow may differ from profit.
The working tab keeps editable inputs separate from formulas, with room for 60 records. The Notes tab explains the method and how to extend the range. All example records are fictional and can be replaced. Download a workbook format to retain formulas, or CSV when you need calculated values only.
What’s inside
- Total cost sums labor, materials, and overhead. Project profit subtracts that cost from revenue, and margin divides profit by nonzero revenue.
- 60 prepared record rows with blank-row guards
- Blue input cells, typed dates and numbers, and frozen column headers
- Notes with the method, assumptions, and range-extension instructions
Which tabs does the workbook have?
| Tab | What it holds |
|---|---|
| Worksheet | Compare project revenue with direct labor, materials, and allocated overhead to estimate contribution and margin. |
| Notes | How to use the workbook, formula method, assumptions, and file format limits. |
What formulas does this template use?
This template holds 182 formulas in 229 cells across 2 tabs, so 79% of its cells calculate. They use 5 distinct functions; the longest formula is 106 characters.
| Function | Uses | What it does |
|---|---|---|
IF | 421 | one result when a test is true, another when false |
COUNT | 180 | counts numeric cells |
SUM | 61 | adds numbers |
COUNTIF | 2 | counts cells meeting one condition |
COUNTA | 1 | counts non-empty cells |
Counted from the workbook itself. Only functions that Excel, LibreOffice Calc, Google Sheets and Apple Numbers evaluate the same way are used, so the formulas survive every download format.
How do you use it?
- Replace the fictional records in blue cells with your own data. Keep the dark formula cells.
- Use the units stated in the column headers and keep each record on one row.
- Read the calculated columns and inspect the results before using them. Clear unused input rows; keep their formulas.
- The prepared range holds 60 records in rows 11–70. Extend formulas and summary ranges together if you add more rows.
What is it good for?
- Compare project revenue with direct labor, materials, and allocated overhead to estimate contribution and margin
- Replacing the labeled fictional records with your own figures
- Checking a calculation before adapting it to a larger workbook
Questions about this sheet
How is the result calculated?
Total cost sums labor, materials, and overhead. Project profit subtracts that cost from revenue, and margin divides profit by nonzero revenue.
What assumptions should I check?
Use one consistent accounting period and revenue recognition basis. Allocated overhead is an input, and project cash flow may differ from profit.
Can I add more than 60 records?
Yes. Copy the formula columns into new rows and extend every summary range to include them. Keep inputs and formulas in their original columns.
Are the example records real?
No. All example data is fictional and intended to demonstrate the formulas. Replace it before using the workbook for your own work.