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Easy to use spreadsheet tool for project or other rate and time based pricing calculations. Simple process enables rapid, accurate and consistent generation of prices for your service businesses, freelancer client work, project management, consultancy, agencies. Use your own rate card for your client work to calculate billable time and invoice values with ease. Time saving method for price estimating / quotation for service businesses, Freelancers, Consultants, Sole Traders, Small Businesses, Agencies.
Suitable for calculating the value of projects with different stages, elements, collaborators.
Sheet 1 – Set up Rates and other costs. Add your hourly, daily etc billing rates as well as other regular cost types (such as products, software costs, expenses, materials and other overheads)
Sheet 2 – Cost item database, a ‘long list’ of potential tasks and other costs to be included in your estimates – add category headings and descriptions of tasks / cost items and give them a typical value (up to ten items in each of ten categories).
Sheet 3 – Create Estimate. Select from a pull-down list to choose cost items relevant to a specific new project. This draws from your database and pulls though rates etc automatically to rapidly build your new estimate.
See video showing how easy it is to build new estimates so you can quote billable amounts for client work.
Rates and cost items adaptable to any industry. Add tasks, products, expenses and add values in a simple table which feeds through to the database and estimate sheets.
Running total (both overall and by category) generates automatically as you add items to your estimate.
Percentage mark-up can be added to the total.
Currency neutral so can be used anywhere.
Three estimate sheets included, providing scope to create baselines for different types of project or for supplemenary estimates if required.
All calculations already built into the template. No experience needed with formulae.
The spreadsheet is supplied as a Microsoft Excel template. Digital product. No physical material will be supplied.
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