Profit Forecast Tool
To begin, fill in the first column on the left with your current business figures, such as:
- Every month, on average, how many new leads do you generate?
- Your lead-to-customer conversion rate is at an all-time high.
- Your rate of repeat business
- The average cost of your invoice
- Your profit margin is net.
Then, for each one, set gradual increase goals. If you increase each variable by 10%, for example, you’ll notice a 60 percent rise in overall earnings.
Enter your name:
Customers
Your Current Leads
Increase by (%)
New Forecast
Your Conversion Rate (%)
Increase by (%)
New Forecast
Current Customer Count
New Customer Forecast
Sales
Number of Repeat Sales
Increase by (%)
New Forecast
Your Average Invoice Price
Increase by (%)
New Forecast
Current Revenue
New Revenue Forecast
Profits
Your Profit Margin (%)
Increase by (%)
New Forecast
Profit
Profit Forecast
Profit Margin Calculator
Calculator for Pricing
This can be used before a job. The Pricing Calculator assists you in determining how much to charge for a job.
Projected Profit and Markup are also displayed. You’ll enjoy this tool if you know your costs and set a target Profit Margin for the work.
Calculator for Cost and Budget
This can be used before a job. The Cost Budget Calculator assists you in determining the desired cost budget for your task.
This is useful if you know how much you want to charge for the job and what profit margin you’re hoping to achieve. Projected Profit and Markup are also displayed in this calculator.
Calculator for Markup
After a job, use this. The Profit Margin Calculator assists you in determining the profit margin. After genuine costs (such as materials and labor) and pricing are factored in, profit dollar amounts and work markup are calculated.
Select a tab. Input your values. Get more accurate calculations for your services pricing, profit margin, and how on track you are to keeping job costs within budget.
Customer name:
Labor Costs ($)
Material Costs ($)
Overhead Expenses ($)
Margin (%)
Service Price
$0.00
Your Profit
$0.00
Markup
0.00%
Labor Costs ($)
Material Costs ($)
Overhead Expenses ($)
Price ($)
Margin
0.00%
Your Profit
$0.00
Markup
0.00%
Price ($)
Margin (%)
Budget
$0.00
Your Profit
$0.00
Markup
0.00%
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