Job Costing and Profitability Template

Job Costing & Profitability Spreadsheet with Dashboard

Know which jobs are making money—and which ones are eating into your profit.

Revenue alone doesn't tell you whether a project is profitable.

The Job Costing & Profitability Spreadsheet with Dashboard gives small businesses, contractors, and service companies an organized Excel system for tracking project revenue, labor, materials, subcontractors, and other job costs while automatically calculating profitability.

Enter your jobs and costs, and the workbook does the financial rollup for you.

See Your Business at a Glance

The built-in dashboard provides a live financial view across your jobs, including:

✓ Total Revenue
✓ Direct Costs
✓ Total Costs
✓ Net Profit
✓ Net Margin
✓ Active Jobs
✓ Billed to Date
✓ Budget Remaining

Visual charts also help you quickly understand profitability by job and your overall cost composition.

Track Every Job in One Place

Set up individual projects with information including:

• Job ID and job name
• Customer
• Project manager
• Start and end dates
• Contract revenue
• Approved change orders
• Cost budget
• Overhead allocation
• Target profit margin
• Job status

Labor Cost Tracking

Record labor by employee or role and track:

• Hours worked
• Hourly rate
• Payroll burden percentage
• Total labor cost
• Job assignment

Labor costs automatically flow into the appropriate project's profitability calculation.

Material Cost Tracking

Capture job-specific material expenses including:

• Vendor
• Material description
• Quantity
• Unit cost
• Freight and tax
• Total material cost

Subcontractor Cost Tracking

Monitor subcontractor spending with:

• Subcontractor
• Scope of work
• Original committed cost
• Approved changes
• Amount paid to date
• Forecast cost

Other Direct Costs

Track additional job-specific expenses such as:

• Equipment
• Rentals
• Permits
• Travel
• Disposal
• Insurance
• Other project costs

Automatic Job Profitability Summary

The workbook brings your cost information together automatically so you can see the financial performance of each job.

Monitor:

✓ Revenue
✓ Cost budget
✓ Labor costs
✓ Material costs
✓ Subcontractor costs
✓ Other direct costs
✓ Total direct cost
✓ Allocated overhead
✓ Total job cost
✓ Net profit
✓ Profit margin
✓ Budget remaining
✓ Billing progress
✓ Target-margin performance

Great For:

Contractors • Construction companies • Restoration businesses • Skilled trades • Service businesses • Consultants • Project-based companies • Small business owners • Bookkeepers

What's Included

8 integrated Excel worksheets:

✓ Dashboard
✓ Job Setup
✓ Labor Costs
✓ Material Costs
✓ Subcontractor Costs
✓ Other Direct Costs
✓ Job Profitability Summary
✓ Supporting Chart Data

Digital Product

This is a downloadable Microsoft Excel workbook with built-in formulas and automated calculations. No physical product will be shipped.

Sample data is included to help demonstrate how the workbook works and can be replaced with your own business information.

Track the costs. Protect your margins. Know which jobs are actually profitable.

Important: This workbook is provided as a bookkeeping and business-management tool. Results depend on the information entered by the user and do not constitute accounting, tax, legal, or financial advice.