Dovea Client Profitability Tracker V2
Dovea Client Profitability Tracker V2
Find out which clients support your business targets. This client profitability tracker for Excel and Google Sheets compares revenue, direct costs and actual working hours, with completed results kept separate from active projects.
What the tracker shows
- Completed revenue
- True profit after direct costs and internal labor cost
- Profit margin
- Effective hourly rate after direct costs
- Estimated versus actual hours
- Hours variance percentage
- Active-project progress
- Client-level profitability
- Pricing recommendations and issue flags
- Your largest client’s share of completed revenue
Understand the numbers that matter
Revenue alone does not show whether a project was worthwhile.
Effective hourly rate shows what the project produced per working hour after direct project costs.
True profit goes further by also subtracting the internal cost of your working time.
Together, these figures help you evaluate whether a project supported your pricing targets.
Completed and active projects are kept separate
Completed projects drive the final profitability metrics and recommendations.
Active projects remain visible as work in progress, but they do not receive premature final pricing decisions. This keeps unfinished work from distorting your completed-project results.
Clear client and project decisions
The tracker can highlight actions such as:
- Keep
- Review
- Raise price
- Reprice or stop
- Active only
It can also identify issues such as low hourly rate, hours overrun or missing actual project data.
What you receive
- Microsoft Excel workbook (.xlsx)
- Google Sheets access with a ready-to-copy template
- Seven-page How to Use guide
- Setup, Projects and Dashboard tabs
- Ready-made example projects
- Automatic formulas, client analysis, recommendations and dashboard views
How it works
1. Set your internal hourly cost, target hourly rate, target profit margin and hours-variance threshold.
2. Add one row for each client project.
3. Enter quoted and actual revenue, estimated and actual hours, and direct costs.
4. Mark the project as Active or Completed.
5. Review project-level and client-level profitability on the Dashboard.
New clients are added to the client analysis automatically when their names are entered consistently.
Language and customization
The tracker is provided in English. Input fields, labels and text can be customized for your own internal use. Formula cells should remain unchanged to preserve the calculations.
Compatibility
Designed for Microsoft Excel and Google Sheets. Google Sheets users receive access to a view-only master and create their own editable copy.
Microsoft Excel, a Google account, spreadsheet software and devices are not included.
This product is a planning and decision-support tool. It does not provide tax, accounting, financial or legal advice.
Purchase with confidence
- Instant digital delivery after purchase
- Works with Microsoft Excel and/or Google Sheets as described above
- One-time purchase — no subscription
- Questions? Contact support@doveatools.com
Dovea tools support planning and decision-making. They do not guarantee a specific income, profit, saving or business result.