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Cleaning Business Planner Spreadsheet
A cleaning business spreadsheet for Excel: know which jobs to take, what each one earns after paying for labor, and whether your team actually has the hours that week. It opens in Microsoft Excel, has no macros and nothing to install, and is yours to reuse as often as you like.
What you get
- Job Simulator: Capacity, Margin and Rate tests return ACCEPT, ACCEPT WITH CAUTION or DO NOT ACCEPT with the reason
- Make-It-Work block: the price that makes it a yes, the maximum hours at your quote and the earliest week it fits
- Dashboard: revenue, profit after labor, margin, profit per hour, pipeline, utilization and an 8-week capacity chart
- Jobs from lead to completed, each with labor cost, profit, margin and flags
- Client profitability, plus services, team hours and a rolling 8-week capacity view
- Opens in Excel
$24.99one-time, no subscription
Buy on Etsy
Instant digital download · one-time purchase · no subscription
What it does
- Job Simulator: Capacity, Margin and Rate tests return ACCEPT, ACCEPT WITH CAUTION or DO NOT ACCEPT with the reason
- Make-It-Work block: the price that makes it a yes, the maximum hours at your quote and the earliest week it fits
- Dashboard: revenue, profit after labor, margin, profit per hour, pipeline, utilization and an 8-week capacity chart
- Jobs from lead to completed, each with labor cost, profit, margin and flags
- Client profitability, plus services, team hours and a rolling 8-week capacity view
- Demo data for a three-person cleaning company
What it looks like
Every tab in the workbook
These are the actual sheet names in the file, not a feature list.
- Job Simulator
- Jobs
- Capacity
- Dashboard
Works in
- Microsoft Excel 365 desktop, Windows or Mac (uses Excel Tables and modern functions)
- Not compatible with Google Sheets, Apple Numbers, LibreOffice or Excel 2019 and earlier
- No macros
Honest scope
This is a planning and bookkeeping template, not tax or accounting advice. The numbers it reports are the numbers you enter.
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