Business Broker Profit Tracker Excel Template — clients and jobs, a job log, expenses, and a monthly P and L dashboard in one workbook. Know what every deal actually pays, hour by hour, and whether the month actually…
About this template
Business Broker Profit Tracker Excel Template — clients and jobs, a job log, expenses, and a monthly P and L dashboard in one workbook. Know what every deal actually pays, hour by hour, and whether the month actually made money. Built for business brokers and brokerage owners who quote the work, do the work, and then wonder where the money went. This workbook puts the price, the hours, the direct costs, and the overhead in one place, with the weak jobs shown as plainly as the strong ones.
$39
Excel & Google Sheets template — instant download on Etsy
Clients and Jobs — client, job or service, quoted price, hours, effective hourly rate, add-on revenue, total job revenue, and materials cost for every job, all totals by formula.
Job Log — date, client, task, hours, hourly rate, amount, and billable flag for every job. Main-job rates are pulled from sheet 1 by formula.
Expenses — fuel, vehicle, tools, insurance, marketing, office, and other overhead, with a monthly cost for each item.
Monthly P and L — revenue, materials, and every expense category by month, January to December, with net profit and margin by formula.
Dashboard — total revenue, jobs, hours, billable versus non-billable hours, capacity used, average rate, expenses, net profit and margin, best and weakest jobs, and revenue and hours by job.
Cover and How to Use — start here. Yellow cells are the only ones you edit.
Quick profit check — Business Broker Profit Tracker
Try the headline numbers for a typical month. The full template does this job by job with a monthly P&L and dashboard.
Frequently asked questions
What does the Business Broker Profit Tracker track?
The Business Broker Profit Tracker tracks Clients and Jobs; Job Log; Expenses; Monthly P and L; Dashboard.
What do the example numbers show?
The included example shows: 12 jobs; quoted prices 142,900; add-on revenue 2,375; total revenue 145,275; materials 5,370.
Does it work in Excel and Google Sheets?
Yes. The workbook works in Microsoft Excel and in Google Sheets (upload the .xlsx file to Google Drive to open it in Sheets). It is an instant digital download from Etsy — no physical item is shipped.