Video · 0:34

Metricvalley: what the templates do

Name: Metricvalley: what the templates do
Uploaded: 2026-10-05T03:07:18Z
Duration: 34 s
Description: A 34-second captioned look at the Client Profitability Tracker worked example in Excel 365: which clients pay for the work they take, one Work Log row going in, the color key and the ten checks, and the three tools that are coming. No sound needed; every client is fictional.

A 0:34 captioned video of the worked-example file in Excel 365: which clients pay for the work they take, one Work Log row going in, the color key and the ten checks. Works with the sound off; every client is fictional.

Transcript

The video has no sound. This is what it shows, in order: each caption, then what is on screen.

See which clients pay for the work they take. In August, Driftwood Fitness did not. Client Profitability Tracker, Summary sheet, By client, Aug 2026, with eight fictional clients. Driftwood Fitness is outlined: net fees 1,950.00, delivery cost 2,160.00, contribution before overhead -210.00 USD.
Type one row per client project per month. These clients are fictional. Work Log, row 21: the Aurora Dental row for August is being typed. Cost currency USD, external costs 850.00 and delivery hours 28.0 go in, one cell at a time.
Complete the row: Aurora Dental's contribution now reads 2,410.00. Summary, By client: before the last cell, Aurora Dental shows 0.00 with one row in review. After the hourly cost is typed, it shows net fees 4,800.00, delivery cost 2,390.00 and contribution 2,410.00, outlined.
Yellow cells: you type. Leave every other cell to the workbook. Start Here, row 3: the color key. The key sentence and the yellow swatch are outlined; the white and grey swatches sit beside it.
Ten checks, each with a fix if it reads CHECK. Dashboard Checks block: ten named checks, each with a count, a result (nine read OK; check 10, Sample data, reads SAMPLE) and what to do if it reads CHECK.
Three more tools are coming: project quotes, retainer capacity and cash runway. Card, "Templates by decision": Client profitability, Client Profitability Tracker, on sale. Price & quote, Project Quote Calculator, coming. Capacity & utilization, Retainer Burn & Capacity Planner, coming. Cash & runway, Cash & Runway Planner, coming. No release dates yet.
Spreadsheet tools for small agencies. Try the live demo at metricvalley.com. End card: Spreadsheet tools for small agencies. Client Profitability Tracker. Excel 365, no macros, one-time purchase. Google Sheets edition included when it ships. metricvalley.com. Note: every sheet shown is the v2.0.0 worked-example file in Excel 365, every client is fictional, and one Work Log row was removed before the video, then typed back in.