Small Business - Template 71
Client Profit CRM
See what each client actually pays you per hour of your life.
Microsoft Excel◆Google Sheets◆.xlsx file
Most client trackers can tell you what you invoiced. This one tells you what each client is actually paying you per hour, after the time you never got to bill. Log your hours and your invoices and the workbook works out a real effective hourly rate per client, then tells you the rate you need to charge to hit your own target and names the clients you are quietly subsidising. Clients, conversations, follow ups, pipeline, tasks, invoices, retainers and a full money ledger sit in the same file, with 20 charts and a one cell currency switch. Sample data is included, and it clears in one pass.
What's inside · 20 tabs
- Dashboard - today and tomorrow, the selected client, invoices, tasks, pipeline and a client profit leaderboard
- Clients & Communications - one row per client, and every call, email and meeting logged
- Follow-Up Board - days since you last spoke to each client, and who has gone quiet
- Pipeline - opportunities with a value and a probability, so the pipeline is weighted
- Tasks & Projects, Time Log - due dates, priorities and delegation, and the hours everything turns on
- Invoices - raised, sent, part paid, paid, overdue or cancelled, and the row repaints as it changes
- Money Log & Retainers - one ledger for income and expenses, and recurring work as MRR and ARR
- Client Profit - every client ranked by effective hourly rate, with realisation and days to pay
- Rate Reality Check - the rate your own numbers demand, worked out line by line
- Calendar, Monthly & 12 Month Views, Reconciliation, Budget - the month on one grid, the year in thirteen lines, and planned against actual
In Motion
Which clients are actually worth it.
Log an hour or mark an invoice paid and the effective rate, the leaderboard and the rate your target needs all recalculate.
Pairs Beautifully With
