Description
Full Walkthrough
Track client retainers, hours used vs included, overage, margin, effective hourly rate and team capacity for social media managers.
Who it’s for
Social media managers, content freelancers with a small team and boutique social media agencies on monthly retainers.
What’s inside
- Dashboard: Revenue, labor cost, margin, utilization, effective rate, over-serviced clients, unused hours, 3 charts and hours by service
- Clients: Per retainer: hours used vs included, overage to bill, revenue, labor cost, gross profit, margin %, effective rate, health flag
- Team: Per person: capacity for the month, hours logged, billable hours, utilization vs target, load % and status
- Time Log: Every time entry with cost worked out from the person's hourly cost
- Hours Heat Map: Client hours by month vs included hours, and team utilization by month, for the whole year
- Settings: Currency, report month, targets, services
What you get
- The .xlsx workbook with sample data that’s easy to clear
- Setup Guide PDF, with every tab explained
- A video walkthrough
FAQ
Does it work in Google Sheets?
Yes. Upload it to Google Drive, open it with Google Sheets, then choose File > Save as Google Sheets.
Which Excel version do I need?
Excel 2019 or newer, Microsoft 365 or Excel for Mac.
Is this a subscription?
No. You pay once and keep the file. No macros, no add-ons.
This is a digital product. No physical item will be shipped.
Also on Gumroad: Social Media Manager Client, Retainer & Profit Tracker on Gumroad
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