Freight Broker Profit Tracker Excel for your freight brokers — clients and fees, work log, expenses, and a monthly P and L dashboard. Know what every client actually pays — and whether the month actually made money.…
About this template
Freight Broker Profit Tracker Excel for your freight brokers — clients and fees, work log, expenses, and a monthly P and L dashboard. Know what every client actually pays — and whether the month actually made money. Built for freight brokers who need to know, client by client and hour by hour, what the fee is really worth per hour — without accounting software. If a client is eating hours at a discount rate, this workbook shows it before the next engagement.
$49
Excel & Google Sheets template — instant download on Etsy
Shippers & Fees — shipper, service package, monthly fee, hours per month, effective hourly rate, add-on revenue, and total monthly revenue for every client. Change a fee and the rate and totals update.
Load Log — date, shipper, task, hours, hourly rate, amount, and whether it was billable for every job. Retainer rates are pulled from sheet 1 by formula; add-on jobs are priced per job.
Expenses — software, mileage, office, marketing, insurance, training, other costs, with a monthly cost for each.
Monthly P and L — revenue, software, mileage, office, marketing, insurance, training, other expenses by month, Jan-Dec, with net profit and margin. Revenue is a formula from the Load Log.
Dashboard — total revenue, shippers, hours, billable vs non-billable hours, capacity used, average rate, expenses, net profit and margin, best and weakest clients, revenue by client, costs by category, and hours by client.
Cover and How to Use — start here. Yellow cells are the only ones you edit.
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 Freight Broker Profit Tracker track?
The Freight Broker Profit Tracker tracks Shippers & Fees; Load Log; Expenses; Monthly P and L; Dashboard.
What do the example numbers show?
The included example shows: 12 shippers; monthly fees 17,450; add-on revenue 1,150; total revenue 18,600.
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.