Quote vs actual for up to 50 jobs – costs by type, forecast margins and traffic lights
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Most trades and project businesses know what they quoted, but often don't find out whether a job made that margin until it's finished – or until the bank balance tells them. This workbook keeps your quotes and every cost booked to each job in one place. For every job it shows what was quoted, what has been spent so far by cost type, what the job is likely to cost by the end, the margin it will really make, and a red / amber / green traffic light. A one-page job report and a dashboard show where to look first.
See how it works
The sheets you will use most, in the order you will use them – shown with the sample data every workbook comes with.
Step 1
The quotes and jobs register with budget cost and quoted margin. What you do: one row per quote.
Step 2
Every cost booked to a job. What you do: add rows as costs come in.
Step 3
Every job's actual cost by type, forecast and margin, with a traffic light. What you do: nothing – use the filter arrows to explore.
Step 4
One job in detail: quote vs actual by cost type, margin, labour hours and a chart. What you do: pick a job number.
Who it is for
Quick start
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Part of AML Finance Group
Our sister firm, AML Accountancy Solutions, is an award-winning accountancy practice helping businesses and individuals across the UK with their accounts, tax, bookkeeping and payroll.
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