Job-Level Cost Allocation & Margin Dashboard — free Excel template
Track project costs, allocations, and profit margins for small agencies
Finance · dashboard · CC0 · Public domain · Built by Sheetly AI
About this template
This finance dashboard brings together indicators like "Total Billed Fees (Year to Date)", "Average Gross Margin per Job" and "Overhead Allocation Rate vs Fees" in a single view. Edit the entries in the Data tab and the dashboard numbers update instantly — no need to build the spreadsheet from scratch.
This template helps small agencies and studios track direct and allocated costs for each job to understand profit margins by client and project type. Enter one row per job with the agreed fee, direct labor and expenses, and the overhead allocation for that job. Review the summary KPIs and comparison bars to see which clients and service lines are most profitable. Update the data regularly to maintain an accurate view of job-level performance and inform pricing and staffing decisions.
Released under the CC0 license (public domain): you can download, edit and use it freely — including in commercial projects — with no attribution required.
Use cases
- Visualize indicators like "Total Billed Fees (Year to Date)" and "Average Gross Margin per Job"
- Make faster decisions based on "Overhead Allocation Rate vs Fees"
- Compare your finances without building the spreadsheet from scratch
- Edit the entries in the Data tab and watch the dashboard recalculate automatically
Key features
- Total Billed Fees (Year to Date)
- Average Gross Margin per Job
- Overhead Allocation Rate vs Fees
- Visual dashboard with 3 automatic indicators
- Editable formulas in the Data tab
- In-cell mini charts (sparklines)
What's inside the file
- 3 tabs: Dashboard, Data, Instructions
- 41 working formulas — including SUM, AVERAGE, COUNTA. They recalculate as you edit, so the sheet stays yours after download.
- Sized for real data: up to 37 rows × 18 columns already laid out and formatted.
- Built-in chart that updates with your numbers.
Everything is a normal .xlsx: it opens in Excel, Google Sheets, LibreOffice and Numbers, with no add-ons, no macros and no locked cells.
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