Operating tool / Free full workbook
Client Profitability Review
Eight client columns for one period: assigned gross margin, effective hourly rates and scope signals. A two-client sample is also included.
For Owner, Account management, Service manager
Free full workbook
Eight client columns for one closed period, with a blank workbook, seven worked fictional clients and a data-prep guide. The full workbook is free, with no signup or checkout. Use it to reconcile a small set of client scopes, not as a whole-book reporting system.
What it calculates
- Assigned gross margin in dollars and blended percent, including pass-through revenue and cost.
- Service and agreement effective hourly rates.
- Labour and tool cost shares, plus hours per endpoint or user where counts are supplied.
- After-hours and project work absorbed by the agreement, and unbilled additional work, as diagnostics without adding those hours to cost again.
- Review flags and evidence status. Missing core costs remain insufficient data rather than becoming zero.
Know the cost boundary
Total revenue is agreement plus additional-service plus pass-through revenue. Assigned direct costs are scoped labour at the stated loaded hourly costs, bundled tools (seats × documented blended unit cost plus a fixed allocation), direct subcontractors and pass-through vendor cost. Assigned gross margin is total revenue less those costs; its percentage divides by positive total revenue. Record the labour basis and shared allocations. General overhead is excluded unless explicitly assigned by your method. This is a management review, not company net profit.
Try the same calculation in a CSV
In a fictional month, $4,800 service revenue, no pass-through revenue or cost, 60 labour hours at a $45 loaded cost, $600 bundled tools and no subcontractor cost produce $1,500 assigned gross margin, or 31.25%. Service effective hourly rate is $80. Those are invented learning inputs, not a wage benchmark or customer result.
Keep the smaller two-client sample
The two-client sample lets you inspect the same method before using the eight-column files. It includes fictional clients and a method explainer.
Limits worth checking
One period and up to eight clients per full workbook. No whole-book history, automatic PSA import or separate service-only gross-margin KPI. The assigned gross-margin percentage is blended: equal resale revenue and cost leave margin dollars unchanged but lower the percentage by increasing total revenue. Compare it only with figures under the same definition.
Start with your existing PSA agreement or contract report where available, then reconcile its source coverage with accounting, vendor invoices and time records. The workbook supplies manual fields, not a vendor export wizard. A complete row can still omit senior escalation time or use the wrong contract boundary. Have the finance owner confirm reporting treatment before pricing decisions.
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Before using the tool
Read the related free field guide. Use non-sensitive aggregates, inspect definitions and keep customer secrets out. See the license and terms.