Nutritionist Practice Profit Tracker Excel for your nutritionist practice — client plans, consultation log, expenses, and a monthly P and L dashboard. Know what every client actually pays — and whether the month…
About this template
Nutritionist Practice Profit Tracker Excel for your nutritionist practice — client plans, consultation log, expenses, and a monthly P and L dashboard. Know what every client actually pays — and whether the month actually made money. Built for nutritionists and dietitians in private practice who need to know, client by client and consultation by consultation, what the program is really worth per consultation — without accounting software. If a client is eating hours at a discount rate, this workbook shows it before the next program.
$39
Excel & Google Sheets template — instant download on Etsy
Client and Program — client, program, monthly fee, consultations per month, effective rate, add-on revenue, and total monthly revenue for every client. Change a fee and the rate and totals update.
Consult Log — date, client, task, hours, hourly rate, amount, and whether it was billable for every consultation. Retainer rates are pulled from sheet 1 by formula; add-on consultations are priced per consultation.
Expenses — rent, supplies, software, marketing, insurance, licensing, and other overhead, with a monthly cost for each.
Monthly P and L — revenue, rent, supplies, software, marketing, insurance, licensing and other expenses by month, Jan-Dec, with net profit and margin. Revenue is a formula from the Consult Log.
Dashboard — total revenue, clients, 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.
Quick profit check — Nutritionist Practice 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 Nutritionist Practice Profit Tracker track?
The Nutritionist Practice Profit Tracker tracks Client and Program; Consult Log; Expenses; Monthly P and L; Dashboard.
What do the example numbers show?
The included example shows: 12 clients; monthly fees 3,460; add-on revenue 390; total revenue 3,850.
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.