Home Care Agency Profit Tracker Excel for your home care business — care service rates, client visits, caregiver hours, and a monthly P and L dashboard. Know what every visit actually costs — and whether the month…
About this template
Home Care Agency Profit Tracker Excel for your home care business — care service rates, client visits, caregiver hours, and a monthly P and L dashboard. Know what every visit actually costs — and whether the month actually made money. Built for home care agency owners and managers who need to know, service by service and visit by visit, whether the hourly rate covers the caregiver wage, the travel, and the office costs — without accounting software. If a payer rate is too low or a caregiver is overloaded, this workbook shows it before the next schedule goes out.
$49
Excel & Google Sheets template — instant download on Etsy
Services and Rates — average hours per visit, caregiver wage and travel cost per visit, cost per hour, rate per hour, and margin in dollars and percent for every service. Change a wage and every visit profit updates by formula.
Client Visits — date, client, caregiver, service, hours, rate per hour, revenue, cost per hour pulled from the service sheet, profit per visit, and margin. Log private-pay, Medicaid waiver, and VA visits in one place.
Caregivers and Hours — caregiver, role, clients assigned, scheduled hours per week, wage per hour, and weekly cost. Anyone scheduled over 40 hours a week is flagged OVERLOADED.
Monthly P and L — revenue, caregiver and travel cost, office rent, insurance, and other expenses by month, Jan-Dec, with net profit and margin. Revenue and visit cost are formulas from the Visits sheet.
Dashboard — total revenue, visits, billable hours, average visit value, gross and net profit and margin, best service by margin per hour and by margin percent, best-selling service, best visit and best caregiver, costs by category, total caregiver weekly cost, and overloaded count.
Cover and How to Use — start here. Yellow cells are the only ones you edit.
Quick profit check — Home Care Agency 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 Home Care Agency Profit Tracker track?
The Home Care Agency Profit Tracker tracks Services and Rates; Client Visits; Caregivers and Hours; Monthly P and L; Dashboard.
What do the example numbers show?
The included example shows: Total revenue 3,474 from 24 visits and 96 billable hours; average visit value 144.75.
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.