Job Costing Tracker - Filters and Visuals

SmartHelping / Job Tracking / Excel

Job Costing Tracker — Filters & Visuals

Track billed hours and the amount charged to clients across your jobs. Enter records in a structured database, filter by job, crew, or crew member, and review historical results in weekly summaries, monthly charts, and custom-date reports.

52-week summary3 reporting filtersMonthly chartsCustom date ranges
Job Costing Tracker with reporting filters and visuals
$45One-time purchase / Excel download
Add Job Costing Tracker to Cart

Immediate download after purchase. By purchasing, you agree to the Terms of Service.

See the template in action

Walk through the job costing tracker.

Open the template screenshots

A structured record of completed work

Track hours and their billing value.

Database-style entry

Maintain job activity in a structured database that supplies the reporting summaries and visuals.

Two core measures

Track the number of hours billed and their dollar value: the amount charged to the client for those hours.

Crew member rate mapping

Map each crew member to an hourly billing rate to make recurring data entry more efficient.

Data validation

Use the template’s validation rules to support consistent entries and reduce data-entry errors.

Three filters, one reporting view

Focus on the jobs and people you want to review.

Combine the filters as needed. Each filter includes an “All” selection so you can broaden the report without changing the underlying records.

Job ID

Select a job to review its billed hours and billing value, or include all jobs in the reporting view.

Crew

Select a crew to focus the totals and charts on its activity. Combine this with a job filter when you need a narrower view.

Crew member

Select an individual crew member to review that person’s activity within the other selected filters.

Weekly, monthly, and custom-period views

Review historical performance at the right level.

52-week and monthly summaries

Review weekly and monthly totals. Enter the first week-ending date and the other reporting dates update from that starting point.

Monthly charts that follow the filters

View monthly billed hours and billing value. The charts automatically update when the reporting filters change.

Start and end date totals

Choose a date range to review the total hours and billing value accumulated during that period, using the same filter selections.

Average monthly activity

Enter a “months active” value to show average hours and average billing value per month for the selected date range.

Related tools for crews and job performance

Explore complementary tracking templates.

Crew Tracking Gantt Chart

Explore a separate Gantt chart tool with man-hours or revenue/crew planning views.

View template details

Construction Job Margin Dashboard

Compare historical quotes and actual results with the separate construction KPI and job success dashboard.

View template details

Tracking Billable Hours

Explore a separate template focused on billable-hours tracking.

View template details

Included in the accounting collection

Explore the Accounting Templates Bundle.

Accounting Trackers and Calculators

This job costing tracker is included in the accounting templates bundle. Explore the collection for additional tracking, reporting, costing, and planning spreadsheets.

Explore the accounting bundle

Questions before you start

A few useful details.

What does the tracker measure?

It tracks billed hours and their dollar value for jobs. Billing value means the amount charged to the client for those hours.

Can I combine the reporting filters?

Yes. Filter by job ID, crew, and crew member in combination. Each filter also includes an “All” selection.

How do I set the reporting calendar?

Enter the first week-ending date. The remaining reporting dates update from that input, with summaries covering 52 weeks and monthly periods.

Do the charts follow my filter selections?

Yes. The monthly billed-hours and billing-value charts update when the filters change.

Can I review a specific date range?

Yes. Enter a start date and end date to see the filtered totals. A separate “months active” input supports average hours and average billing value per month.

Turn job records into useful reporting

See where your billed hours and value come from.

Job Costing Tracker — $45, delivered as an Excel download.

Get the Job Costing Tracker

Excel Tool for FIFO Based Cost of Goods Sold (COGS) Calculation

SmartHelping / Accounting / Inventory

FIFO Cost of Goods Sold Calculator for Excel

Calculate cost of goods sold as inventory moves through purchase batches with different unit costs. Enter purchases and sales in date order, then let the template assign the oldest available costs to each sales batch.

FIFO batch costing Up to 400 batches 5-SKU version included Excel + Google Sheets
FIFO inventory and cost of goods sold calculator
$75 One-time purchase / Excel download
Add FIFO COGS Calculator to Cart

Includes the Google Sheets version and the extended version for up to 5 SKUs.

Immediate download after purchase. By purchasing, you agree to the Terms of Service.

Video walkthrough & spreadsheet preview

See the FIFO calculation in action.

Open the spreadsheet screenshots

Preview the workbook layout and sample transaction data.

What the template does

Turn purchase and sales records into FIFO COGS.

Different purchase costs

Account for inventory bought in different quantities and at different prices. FIFO uses the earliest remaining purchase costs first.

Cost for each sales batch

Calculate the COGS associated with a sale, including sales that draw inventory from more than one purchase batch.

Up to 400 unique batches

Use the existing batch capacity for your transaction data. Additional capacity requires extending the formulas and checking the expanded ranges.

Sample data included

Follow the example transactions to understand how purchase quantities, unit costs, sales quantities, and dates should be entered.

Getting started

Start with records sorted from oldest to newest.

  1. Review the sample data

    Use the included examples and video walkthrough to identify the purchase and sales input areas.

  2. Enter purchase batches

    Sort purchases by date, oldest to newest, and enter the relevant quantities and unit costs in the input columns.

  3. Enter sales batches

    Sort sales by date, oldest to newest, before pasting them into the corresponding columns. Keep dates and quantities together when sorting.

  4. Review the calculated COGS

    The formulas allocate the oldest available inventory costs to each sales batch. Review the results against your underlying transaction records.

A simple FIFO example

One sale can use more than one purchase cost.

Assume you first purchase 5,000 units at $1.50 each, followed by 2,000 units at $1.25 each. You then make the two sales below, in order.

Sales batch FIFO cost allocation COGS
First sale: 4,000 units 4,000 × $1.50 $6,000
Next sale: 2,000 units (1,000 × $1.50) + (1,000 × $1.25) $2,750

The second sale uses the last 1,000 units from the first purchase and 1,000 units from the next purchase. The remaining 1,000 units carry a cost of $1.25 each.

Included in your purchase

Extended version for up to 5 SKUs.

The purchase includes an extended version for up to five stock keeping units (SKUs). Watch the walkthrough below to see how this version is organized.

More templates in one purchase

Explore the bundles that include this tool.

Accounting Templates Bundle

Explore the collection of accounting spreadsheets, calculators, and reporting tools.

Explore the bundle

Inventory Templates Bundle

Explore the collection of inventory planning, tracking, and cash-flow tools.

Explore the bundle

Questions before you start

A few useful details.

What does FIFO mean?

FIFO stands for first in, first out. For cost allocation, the earliest remaining inventory costs are assigned to sales before newer purchase costs are used.

Do the transactions need to be sorted?

Yes. Enter purchase and sales records from oldest to newest, top to bottom, in their respective input areas. Sort the complete records together so each date stays paired with the correct quantities and costs.

Is a Google Sheets version included?

Yes. A Google Sheets version is included with the download, along with the Excel templates and the extended version for up to five SKUs.

How much transaction data can the template handle?

The template is set up for up to 400 unique batches. The formulas can be extended for additional capacity; review the expanded references and results when making changes.

Does IFRS require FIFO for every inventory calculation?

No. Under IAS 2, ordinarily interchangeable inventory can use FIFO or weighted average cost. Specific identification applies to certain other inventory. This template calculates FIFO COGS. See the IFRS Foundation's IAS 2 overview for the accounting standard.

How is the tool delivered?

The $75 one-time purchase provides immediate access to the downloadable files. The Google Sheets version and the extended version for up to five SKUs are included.

FIFO inventory costing

Spend less time allocating purchase costs.

FIFO Cost of Goods Sold Calculator — $75, one-time purchase.

Get the FIFO COGS Calculator
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