SmartHelping / Contract Billings / Google Sheets
Annual Sales Target Tracker
See how your closed contracts stack up against an annual billings goal. Enter four details per contract to calculate YTD billings, remaining contract value, and projected year-end billings in Google Sheets.
Immediate download after purchase. By purchasing, you agree to the Terms of Service.
Video walkthrough & spreadsheet preview
See how contract data becomes a view of your annual goal.
Four inputs for each closed contract
Start with the date, client, value, and contract term.
The tracker is designed for businesses with contracts that run for a defined number of months. Add these four details when a new contract closes.
Contract date
Enter the date used for the contract's billing calculations.
Client name
Identify the client associated with the contract.
Total contract value
Enter the value of the contract over its full term.
Contract term in months
Enter the number of months the contract covers.
Set your annual billings goal, filter thresholds, and months-remaining alert thresholds separately.
Calculated from contract details and dates
Review current-year and lifetime contract billings.
The formulas use the contract inputs and current month and year to calculate billing values and elapsed or remaining billing periods.
Monthly billing value
See the calculated monthly billing value for each contract.
Current-year billings
Review the amount billed YTD, remaining billing months in the current year, and the value still expected to be billed this year.
Lifetime billing totals
Review the amount billed across the contract's lifetime and the remaining value to be billed over the rest of its term.
Contract months billed and remaining
See how many months have been billed and how many months remain over the contract's full lifetime.
Annual billings goal
See your progress today and your projected finish for the year.
Enter an annual billings goal on the dashboard. The tracker compares that target with calculated YTD billings and the billings expected during the rest of the current year.
YTD progress against the goal
Review whether calculated billings to date have reached the annual goal, with green and red formatting highlighting the result.
Projected year-end result
Combine YTD billings with remaining current-year billings from the contracts entered. The dashboard indicates whether that projection reaches the annual goal.
Keep the projection tied to your contracts
See how much of the annual goal your entered contracts support.
The year-end projection uses calculated YTD billings plus the remaining billings due within the current year from those contracts. Review that total against your goal to understand the progress supported by your contract book.
Four threshold-based filter views
Find contracts by their billing progress or remaining term.
Use the filter views to display contracts with a selected measure above or below a figure you enter.
Remaining billing months
Filter contracts by the number of billing months remaining over their lifetime.
Billings so far
Filter contracts by the amount billed to date.
Remaining lifetime billings
Filter contracts by the value still left to be billed over their remaining term.
Months billed so far
Filter contracts by the number of billing months already completed.
Contract alerts & current-date logic
Keep upcoming contract endings and current-year progress visible.
Months-remaining alerts
Yellow and red conditional formatting highlights contracts based on the months remaining and the alert thresholds you define.
Current month and year
The date logic uses the current month and year, allowing the billing summaries to update as time moves forward.
Built in Google Sheets
Make an editable copy and start entering contracts.
Access the Google Sheets template after purchase. Open the supplied link, then choose File → Make a copy to create your own editable version.
More SmartHelping sales tools
Explore the sales pipeline template collection.
Questions before you start
A few useful details.
Which four details do I enter for each contract?
Enter the contract date, client name, total contract value, and contract term in months. Annual-goal and filter or alert thresholds are separate setup inputs.
How does the annual projection work?
The dashboard combines calculated YTD billings with the remaining billings expected in the current year from the contracts entered, then compares the total with your annual billings goal.
Can I review a contract's full lifetime?
Yes. The tracker shows lifetime months billed and remaining, lifetime amount billed, and the remaining amount to be billed.
What can I filter by?
The four views filter by remaining lifetime billing months, billings so far, remaining lifetime billings, or months billed so far, using above or below thresholds that you enter.
How do the contract alerts work?
Contracts turn yellow or red based on the number of months remaining and the thresholds you define.
Does the tracker update as the year changes?
Yes. The date logic uses the current month and year so the calculated current-year and lifetime billing summaries move forward over time.
How do I access my editable version?
After the $45 USD one-time purchase, open the supplied Google Sheets link and choose File → Make a copy. Contact SmartHelping if you have a question before purchasing.
Contract billings & annual progress
See how your contracts support the year's sales target.
Track YTD billings, remaining contract value, and projected year-end progress in Google Sheets.
