Excel · SheetsTrack every estimate from sent to paid: win rate, planned vs actual margin, unpaid balances and follow-ups.
What's included:
- Jobs sheet with status drop-downs and automatic margins
- Planned vs actual margin per job
- Balances owed at a glance
- Follow-up log with next-action dates
- Dashboard: win rate, value quoted, unpaid balances
Preview: what's inside
Summary Dashboard
- Estimates logged
- Won (won, in progress, invoiced, paid)
- Lost
- Win rate (decided estimates)
- Total value quoted
- Unpaid balances
- Average planned margin
- Average actual margin (finished jobs)
Sheet Jobs — One row per estimate.
| Job | Client | Status | Estimate sent | Quoted price | Estimated cost | Actual cost | Invoiced | Paid | Planned margin | Actual margin | Balance owed |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Kitchen backsplash - Elm St | R. Diaz | Paid | 2026-10-02 | 2,450.00 | 1,680.00 | 1,745.00 | 2,450.00 | 2,450.00 | auto | auto | auto |
| Deck repair - Oak Ave | K. Moore | Invoiced | 2026-10-11 | 3,900.00 | 2,850.00 | 2,990.00 | 3,900.00 | 1,500.00 | auto | auto | auto |
| Bathroom refresh - Pine Rd | S. Lee | Sent | 2026-11-03 | 6,200.00 | 4,580.00 | auto | auto | auto |
Sheet Follow-ups — Contact log and next actions.
| Job | Date | Channel | Note | Next action date | Done? |
|---|---|---|---|---|---|
| Bathroom refresh - Pine Rd | 2026-11-07 | Phone | Client comparing two quotes; asked about tile options | 2026-11-12 | No |
Preview generated from the actual file: sample rows are example data you replace with your own; formulas fill the calculated columns.
Good to know
- Instant digital download. Nothing physical is shipped.
- Licensed for personal and single-business use.
- 30-day fix-or-refund if a file doesn't work as described (terms).
- Support: eclipsekingdom.support@gmail.com