Free tracker
What each job
actually earned.
Most service businesses know what they quoted. Fewer know what each job earned, and almost none can see which jobs, customers, or estimators quietly give margin back between the quote and the final invoice. This tracker measures that slippage per job and totals what it costs across the book.
What's inside
- Per job: quoted margin, actual margin, and slippage in points and dollars, with in-cell bars
- Automatic red flags on any job slipping more than five points
- Summary tiles: the margin you quoted, the margin you kept, and the gap, which is usually the size of a good hire
- Built to catch the two classic leaks: unpriced change orders and estimates built on last year's costs
- No macros, no lock-in. Opens in Excel and imports cleanly into Google Sheets
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Done. Your download is ready:
Download the workbook (Excel)How to use it
- Load your jobs: quoted price, quoted cost, change orders, actual cost. Include closed jobs from the last year; the pattern is the point.
- Read the red rows first, then the summary slippage total.
- Sort by customer and by estimator. Slippage concentrates, and where it concentrates is the fix.
- Keep it current as jobs close. Ten minutes a week protects points of margin.
The proof this pays is the Cardinal Mechanical case study, where repricing underwater service agreements was worth seven figures. If you want this running against your numbers properly, start a conversation.