Client Fees & Delivery Tracker is available now. View the template
metricvalley
Excel template / for small agencies

See what each
client project leaves.

Track billed fees and direct delivery costs. Understand contribution by client, project and reporting month.

Multi-currencyMicrosoft Excel
Base price

US$49 one-time purchase

Digital download

US$49 is the base price; applicable location-based sales tax may be added at checkout. Payhip shows the final total before payment.

Sold by Ryan Quinlan. Payhip handles checkout and delivers the buyer ZIP after purchase. Review the final total before payment.

Inside the workbook

One workflow.
Four connected sheets.

  1. Work log

    Enter fees, time and delivery costs.

  2. FX rates

    Convert mixed currencies using monthly rates.

  3. Summary

    Review contribution by month and client.

  4. Guide

    Follow the setup steps and definitions.

Preview the workbook
Included in the download

A clear start.
A reusable system.

  • Blank XLSX workbook for your business
  • Demo XLSX workbook
  • START-HERE.html buyer guide
  • Single-business internal-use terms
  • Quick start, metric dictionary, compatibility notes and release notes

Four tabs: Summary, Work log, FX rates and Guide. Keep a backup, enter your records, then review the summary.

Capacity
Expanding work-log table and automatic client summary. No fixed template cap; Excel and device limits apply.
Currency
Mix fee and cost currencies, then select a reporting currency. Enter monthly exchange rates manually in the FX rates tab.
Inputs
Fees excluding sales tax, credits/refunds, direct external costs, delivery hours and hourly delivery cost. Select separate fee and cost currencies.
Calculations
Net fees, internal delivery cost, contribution before overhead and contribution margin.
Operation
Manual input. No macros, external connections or automatic refresh.

Look inside the workbook.

Explore the workbook

From download
to a clearer view.

Payhip handles checkout and delivers the buyer ZIP after purchase.

  1. 01

    Purchase and download

    Use the Payhip checkout and download the buyer ZIP after purchase.

  2. 02

    Read the guide, make a copy

    Unzip locally. Review START-HERE, open the demo workbook, then make a working copy of the blank workbook.

  3. 03

    Enter, review, compare

    Enter one client/project/month record per table row, choose fee and cost currencies, and supply monthly FX rates. Resolve Review flags and select a reporting month and currency. Clients appear automatically.

Check the fit.

Useful for small agencies that can enter fees and direct delivery costs manually and want a contribution view.

Contribution is before overhead. It is not net profit, cash flow, an accounting system or accounting/tax advice.

Spreadsheet apps

Microsoft Excel365 desktop
Calculation tests passed

Eighteen targeted calculation checks passed in Excel 365 desktop. Representative views of all four sheets were reviewed. The nine-page A3 landscape printout of the worked example was reviewed too. Print layout can vary by device and settings.

Google SheetsWeb app
Not yet tested

Use Excel desktop for this release.

Excel web/mobile, LibreOffice and Apple Numbers have not been verified. Metricvalley is independent of Microsoft and Google.

Licence & support scope

One purchasing business’s internal use. Editing, backups and sharing reports/results are permitted within the licence. Editable templates cannot be passed to other businesses.

Custom setup, data imports, formula redesign, accounting/tax advice and ongoing reporting are not included.

Read the licence · Support status · Refund information