SmartHelping / Contractor Performance / Excel
Compare quoted and actual job profitability with a dashboard built for general contractors and construction businesses. Track gross profit, margins, revenue and completed jobs, review progress against your targets, and follow monthly trends. Includes Excel and Google Sheets versions.
Immediate download after purchase. By purchasing, you agree to the Terms of Service.
See the dashboard in action
Watch the walkthrough to see how job entries feed the dashboard. Open the screenshots below to preview the job tracker, reporting views and charts.
Main dashboard
Review quoted and actual job metrics for a selected date range, with summaries for the business and by job type.
Set the reporting period to review jobs completed within that date range.
Review gross profit and gross profit margins in aggregate and as averages per job, both overall and by job type.
See total revenue and the number of jobs completed, with overall totals and job-type breakdowns.
The gauge or speedometer shows the percentage of jobs meeting both the gross profit dollar target and the gross profit margin percentage target.
Review formatting that highlights whether quoted and actual margins are meeting the defined goals.
Use bar charts to review the financial and job-count metrics, plus a pie chart showing completed jobs by type.
Secondary monthly dashboard
Define the start month to review monthly detail and the supporting visuals.
Review jobs completed, revenue and costs by month across the displayed reporting period.
See monthly gross profit and gross profit margins alongside the job activity.
Compare average revenue, average costs and average gross profit per job for each month.
Use the included visuals to review changes in the financial and operating metrics over time.
What you enter
Enter the completed-job details, financial results and outcome notes that feed the tracker.
Enter Date Job Completed and JobID to identify the job and place it in the reporting period.
Record Job Type (1) and Job Type (2). Row colors change based on the selected Job Type (1).
Enter Quoted Price and Estimated Costs to capture the planned financial result.
Enter Actual Price Charged and Actual Costs to record the completed job’s financial result.
Use Notes to keep relevant context with the job record.
Record Customer Satisfied, Accidents and Employee Satisfied as yes/no fields alongside the job’s financial results.
Excel and Google Sheets included
The purchase includes the Excel template and a Google Sheets version. The tracker calculates gross profit and gross profit margins for each job automatically.
Enter completed-job records, compare quoted and actual results, and review the main dashboard and monthly reporting view.
The Google Sheets version uses dynamic arrays for calculated fields.
Use the additional tab in the Google Sheets version to filter jobs automatically by up to three criteria.
How to use the dashboard
Enter the completion date, job ID, both job-type fields, quoted price, estimated costs, actual price and actual costs. Add notes and the yes/no outcome fields.
Choose start and end dates for the main dashboard and define the gross profit dollar and margin percentage targets.
Review gross profit, margins, revenue and job counts overall and by job type. Check the gauge for the percentage of jobs meeting both targets.
Choose the start month for the secondary dashboard and review up to 24 months of detail. Use the Google Sheets filter tab when you want to narrow the job list by up to three criteria.
Use the results in your job review
The dashboard and job records help you identify results that deserve a closer look.
Compare the quoted and actual figures to identify jobs where the completed result differs from the estimate.
Review job counts, revenue, gross profit and margins by type when assessing the mix of work.
Compare monthly totals with average results per job to see how performance changes alongside job volume.
Review the customer satisfaction, accident and employee satisfaction entries with the job notes when discussing the completed work.
Who the dashboard is for
Review whether completed work achieves the expected gross profit and margins, with reporting by job type and period.
Keep quoted and actual job economics together, review recurring differences and bring the results into estimating and job-review discussions.
Also available in these bundles
This dashboard is included in the Accounting, HR Management, Sales Pipeline / CRM and Construction bundles. The Super Smart Bundle provides access to the complete public SmartHelping template collection.
Explore spreadsheets for financial tracking, analysis and reporting.
View the Accounting bundleExplore tools for workforce planning, employee records and performance tracking.
View the HR bundleExplore tools for customer pipelines, sales tracking and performance dashboards.
View the Sales Pipeline / CRM bundleExplore financial models and tracking tools for construction work.
View the Construction bundleAccess the complete public SmartHelping template collection across industries and financial-analysis needs.
View the Super Smart BundleRelated tools and reading
Build a separate financial forecast for a construction business.
Explore the templateRead about calculating profit per job and reviewing job-level margins.
Read the articleExplore a separate sales pipeline template with funnel and gauge visuals.
Explore the templateTrack expenses using a separate Excel and Google Sheets template.
Explore the templateQuestions before you buy
Yes. Enter quoted price and estimated costs alongside actual price charged and actual costs. The tracker calculates gross profit and gross profit margins for each job, and the dashboard supports comparison with the defined goals.
Yes. Set a start and end date to review jobs completed within that period.
It shows the percentage of jobs meeting both the gross profit dollar target and the gross profit margin percentage target.
The secondary dashboard displays up to 24 months from your chosen start month, including jobs completed, revenue, costs, gross profit, margins and average financial results per job.
Yes. The Google Sheets version uses dynamic arrays for calculated fields and includes an extra tab that filters jobs automatically by up to three criteria.
The job record includes two job-type fields, notes, and yes/no entries for customer satisfaction, accidents and employee satisfaction. Row colors change based on Job Type (1).
Review the results behind each job
Get the Construction KPI Dashboard for $45, including Excel and Google Sheets versions, profit-target tracking and monthly reporting.
SmartHelping / Property Management Business / Excel
Build a financial forecast for a property management business over up to five years. Model customer growth, units under management, fee structures and operating costs, then review integrated financial statements, cash flow and investment returns.
Immediate download after purchase. By purchasing, you agree to the Terms of Service.
See the model in action
Watch the walkthrough to review the property management model’s inputs and outputs. Open the screenshots below for a closer look at the workbook.
Customer growth and operating costs
Configure up to two customer channels and review how growth, retention and costs affect the business over time.
Configure up to two channels with their own customer and variable-cost assumptions.
Adjust the number of new customers onboarded each month to reflect the growth plan.
Change the average number of units per customer each month as the customer mix evolves.
Account for customer retention using the average contract length of customers.
Configure variable costs for each customer channel and review how costs change with the scale of the business.
Set fixed operating costs and startup cost schedules alongside the customer-driven forecast.
Three management-fee methods
Choose the fee calculation that fits the pricing structure you want to evaluate.
Calculate property management fees as a percentage of rents, reflecting the rent and rent-growth assumptions in the forecast.
Charge a defined amount per unit per month, linking management fees to the units under management.
Charge a defined amount per customer per month, linking recurring management fees to the customer base.
Additional revenue sources
The model supports application, repair and maintenance, and onboarding fees in addition to general property management fees.
Configure application-fee revenue as part of the property management business forecast.
Include revenue from repair and maintenance fees alongside recurring management revenue.
Set one-time onboarding fees for new customers and review their contribution to total revenue.
Financial reporting and valuation
The model connects the business assumptions to financial statements, cash flow detail and valuation outputs.
Review a fully integrated Income Statement, Balance Sheet and Cash Flow Statement.
Inspect cash flow in monthly detail and annual summaries across the forecast.
Review DCF analysis alongside the operating forecast and the optional exit value.
Evaluate internal rate of return and net present value for the modeled investment.
Use the included charts to review and communicate the forecast results.
Model up to five years of property management business activity and financial performance.
Optional investment and exit assumptions
Model outside investors contributing capital in return for a defined equity percentage.
Optionally calculate an exit value at the forecast end month using a multiple of trailing 12-month revenue.
How to use the model
Set up to two customer channels, monthly onboarding, average units per customer and retention based on average contract length.
Choose percentage-of-rent, monthly per-unit or monthly per-customer management fees. Add application, repair and maintenance, and one-time onboarding fees as applicable.
Configure variable costs by channel, fixed operating costs and startup cost schedules. Include outside equity participation and an exit value if needed.
Review the integrated statements, monthly and annual cash flow, DCF, IRR, NPV and visuals. Change the growth, pricing or cost assumptions to compare the financial outcomes.
Questions to test in the model
Use the assumptions to compare different operating plans.
Compare monthly onboarding plans and average units per customer to review the effect on management revenue and variable costs.
Evaluate percentage-of-rent, per-unit and per-customer fee assumptions alongside the additional revenue sources.
Change the average contract length to review how customer retention affects the forecast.
Compare variable costs, fixed operating costs and startup spending as the customer base and units under management change.
Who the model is for
Evaluate a startup or growth plan using the customer, unit, fee and cost assumptions that drive the property management business.
Review the operating forecast, cash flow, integrated financial statements and optional outside-equity and exit assumptions.
Also available in these bundles
This model is included in the Real Estate, SaaS / Recurring Revenue, Service Businesses and Industry-Specific bundles. The Super Smart Bundle provides access to the complete public SmartHelping template collection.
Explore templates for property acquisitions, development, financing and real estate operations.
View the Real Estate bundleExplore models for recurring revenue, customer growth and subscription businesses.
View the SaaS bundleExplore financial models for businesses that earn revenue from delivering services.
View the Service Businesses bundleExplore financial models built around the revenue and cost drivers of different businesses.
View the Industry-Specific bundleAccess the complete public SmartHelping template collection across industries and financial-analysis needs.
View the Super Smart BundleRelated financial-analysis tools
Explore a separate accounting template with financial-statement reporting.
Explore the templateExplore a dedicated discounted cash flow analysis template with sensitivity analysis.
Explore the templateExplore a separate recurring-revenue financial model for a SaaS business.
Explore the templateQuestions before you buy
The model covers up to five years and supports up to two customer channels.
Choose a percentage of rents, a monthly fee per unit or a monthly fee per customer.
Yes. Both new-customer onboarding and average units per customer are adjustable each month.
Customer retention is based on the average contract length of customers.
The model supports application fees, repair and maintenance fees, and one-time onboarding fees alongside general property management fees.
Yes. The model includes a fully integrated Income Statement, Balance Sheet and Cash Flow Statement, along with monthly and annual cash flow detail, DCF analysis, IRR, NPV and visualizations.
Yes. Outside investors can contribute in return for an equity percentage. The optional exit value is based on a trailing 12-month revenue multiple at the forecast end month.
Plan the property management business
Get the Property Management Financial Model for $75 and build a forecast for up to five years.
SmartHelping / Project Management / Excel
Keep a clear view of multiple projects, tasks and milestone completions. Switch between hourly, daily, weekly and monthly timelines, enter start and end periods, and see completed and outstanding work at a glance. Includes Excel and Google Sheets versions.
Immediate download after purchase. By purchasing, you agree to the Terms of Service.
See the tracker in action
Watch the walkthrough to see the timeline settings and project inputs. Open the screenshots below to preview the tracker.
What the tracker includes
Use the view dropdown and start settings to review projects at the level of detail you need.
Switch between four timeline views using the dropdown selector.
For the hourly view, use the separate time input and choose a 15, 30 or 60-minute interval.
Set the tracker’s start date or start time to position the schedule around the period you want to review.
Enter each project’s name, start period, end period and whether it is completed.
Start with 100 tasks. Expand the tracker by dragging the last row of formulas down when you need additional rows.
Keep a high-level view of work happening at the same time and mark projects or milestones as complete.
Completion status and dashboard
Mark each project as complete or outstanding. Conditional formatting updates the color of its active timeline area.
Completed projects show in green on the timeline.
Outstanding projects show in orange on the timeline.
The dashboard shows the total project count, completed count and outstanding count, along with completion and outstanding percentages.
Adjust the presentation
The tracker allows changes to the layout and descriptive information.
Adjust column widths to make the timeline boxes narrower or wider for your preferred view.
Add descriptive columns when you want to keep more information alongside each project.
Change how the dates and times appear across the top of the tracker.
Two spreadsheet versions included
A Google Sheets version is included in the download alongside the Excel template.
Use the Excel template to maintain project dates, switch timeline views and review completion status.
Use the included Google Sheets version when team members need to view and update the same spreadsheet together.
How to use the tracker
Select hourly, daily, weekly or monthly from the view dropdown. Set the start date or time; for hourly tracking, choose the 15, 30 or 60-minute interval.
Add each project’s name and start/end period, then set its completion status. Use the default 100 rows or extend the formulas for more tasks.
Mark work as complete as it is finished. Review the green and orange timeline areas together with the completed and outstanding counts and percentages.
Adjust column widths, add descriptive fields or change date/time formatting as needed. Use the Google Sheets version for a shared team view.
Who the tracker is for
Maintain a shared overview of projects, schedules and milestone completions while multiple pieces of work are in progress.
Organize time-sensitive tasks using an hourly, daily, weekly or monthly view, with a clear record of completed and outstanding work.
Also available in these bundles
This tracker is included in the Accounting, HR Management and Construction bundles. The Super Smart Bundle provides access to the complete public SmartHelping template collection.
Explore spreadsheets for financial tracking, analysis and reporting.
View the Accounting bundleExplore tools for workforce planning, scheduling and employee tracking.
View the HR bundleExplore financial models and tracking tools for construction work.
View the Construction bundleAccess the complete public SmartHelping template collection across industries and financial-analysis needs.
View the Super Smart BundleRelated financial planning tools
Questions before you buy
Choose hourly, daily, weekly or monthly from the view dropdown.
Yes. The hourly view has a separate time input and supports 15, 30 or 60-minute intervals.
No. It starts with 100 task rows, and you can add more by dragging the last row of formulas down.
Set each project as complete or outstanding. Completed projects show in green and outstanding projects in orange. The dashboard reports counts and percentages.
Yes. Adjust column widths, add descriptive columns and change the date or time formatting across the top.
Yes. The download includes a Google Sheets version that team members can use to view and update the same tracker together.
Keep the work in view
Get the Project Tracker for $45, including Excel and Google Sheets versions, four timeline views and an expandable task list.