metricvalley Spreadsheet tools for small agencies

Free lite edition

Client Profitability Tracker Lite

A free, smaller version of the full tracker for businesses that bill and pay in one currency, with one month per file. It has the same contribution calculations and the same review flags, without the FX rates sheet or currency conversion.

How you'll get it Buy for US$49

30-day money-back guarantee. No questions asked.

Not released yet The lite file isn't ready to send, so there's no sign-up form yet, and there's no release date. If you'd like it when it's ready, email [email protected].

01What's in it

A real working file, not a locked sample

Type your own month into it. The workbook calculates each row and checks it, the same way the full tracker does.

What the lite edition has

  • Work Log, Summary and Guide sheets that work the way the full tracker's do.
  • The same contribution calculations: net fees, delivery cost, contribution before overhead, margin and contribution per delivery hour.
  • The same review flags. A row with a missing detail or a duplicate is marked Review and left out of the totals until you fix it.
  • One currency for fees, costs and the report.
  • No macros.

What it leaves out

  • The FX rates sheet and currency conversion.
  • Mixed fee and cost currencies on the same Work log.
  • More than one month per file. The lite holds one month; start a fresh copy for the next.
  • The Dashboard sheet. That is a full-tracker feature, arriving in version 2.0.

02Lite and full

Lite edition and full tracker, side by side

Only confirmed details are listed. Anything not yet settled for the lite file is left out.

Feature Lite edition Full tracker
Price Free US$49, one-time purchase
Work Log, Summary and Guide sheets Included Included
Contribution calculations Net fees, delivery cost, contribution before overhead, margin, contribution per delivery hour The same calculations
Review flags Included Included
Currencies One currency for fees, costs and the report Mixed fee and cost currencies, reported in one of 10 currencies
FX rates sheet Not included Included. You type one rate per currency per month; there is no live feed
Months per file One month; start a fresh copy for each new month Many months in one file, with a Summary for whichever month you pick
Dashboard sheet Not included Arriving in version 2.0
Macros None None
Email questions Reply to any setup note; answered within 1 business day Support by email; answered within 1 business day
How you get it A download link by email, once released A Payhip download link straight after payment, also sent by email

03Get it

What will happen after you sign up

Once the lite edition is released: one email with the file, four short setup notes over two weeks, then only launch news. Every email in the series will be plain text, with no open or click tracking.

  1. Right away

    Your Client Profitability Tracker Lite file

    The download link and three steps to your first month. There is no confirmation step to click through first.

  2. Day 2

    Setting an internal hourly cost that holds up

    A setup tip: yellow cells, the Review flag, and the most common input mistake.

  3. Day 5

    The number agencies tend to miss

    One number worth watching: contribution before overhead, with a fictional two-client example.

  4. Day 9

    When one currency stops being enough

    What the full tracker adds, what it costs, and the 30-day guarantee.

  5. Day 14

    Two questions about the lite edition

    Two short questions. A one-line reply is plenty, and we won't quote or share it.

  6. After that

    Launch emails only

    One email when each new tool is ready. Nothing else.

Every setup note and launch email has an unsubscribe link. One click and you're off the list.

What we keep, and why

Nothing is collected today: there's no sign-up form until the lite edition is released. Once it is, we'll keep your email address, the business type if you choose one, and a record of when you agreed to the emails, and use them only to send the file, the four setup notes and launch emails. The form sets no cookies, and this site has no analytics. Unsubscribe with one click, or email [email protected] to have your details deleted. Before the form goes live, the privacy page will name the email service we use and how long it keeps your details.

Want it when it's ready?

The sign-up form opens when the lite edition is released. Until then, email [email protected] and we'll send you the file once it's ready.

Email [email protected]

04Full tracker

When one currency isn't enough

Bill a client in pounds and pay a freelancer in euros, and you need the full Client Profitability Tracker. It takes the same rows you've entered in the lite edition.

Summary sheet of the Client Profitability Tracker showing net fees, delivery cost and contribution for demo clients. Demo data
  • Yellow cells: you type. Leave every other cell to the workbook.

Client profitability · For small agencies

Client Profitability Tracker

See what each client and project contributes after delivery costs, by month, in the currency you report in.

  • Excel 365 tested
  • No macros
  • Multi-currency

US$49one-time purchase · Single-business license

Buy for US$49 See what's inside

30-day money-back guarantee. No questions asked.

  • Mixed fee and cost currencies, with a report currency you choose.
  • Free updates to the 2.x line, delivered through your Payhip download link.
  • The Google Sheets edition, included free when it ships.
  • A 30-day money-back guarantee.

05Questions

Questions about the lite edition

Is the lite edition available now?

Not yet. The file isn't ready to send, and there is no release date, so there's no sign-up form yet. Email [email protected] if you'd like it when it's ready.

Do I have to confirm my email address first?

No. Once the lite edition is released, the file is sent as soon as you submit the form. There is no confirmation email to click.

Is it really free?

Yes. No card and nothing to cancel. You get the file and the setup notes, and you can unsubscribe from the emails whenever you like.

Can I move to the full tracker later?

Yes. The full tracker takes the same rows you've entered in the lite edition. It costs US$49, once, with a 30-day money-back guarantee.

Why no Name field?

We don't need it to send a file. Your work email is enough.