{"product_id":"client-profitability-tracker-freelancer-agency-crm-project-margin-spreadsheet-excel-google-sheets","title":"Client Profitability Tracker, Freelancer Agency CRM, Project Margin Spreadsheet (Excel, Google Sheets)","description":"\u003cp\u003e\u003cstrong\u003eScore every client. Spot red flags early. Build a profitable book of business.\u003c\/strong\u003e Most freelancers and agencies don't know which clients actually make them money. Revenue feels good; profit is what matters. Client Profitability Pro brings every client, project and margin into one calm, color-coded command center so you can catch scope creep, price with confidence and end relationships that drain you. Works in Excel and Google Sheets, with instant download.\u003c\/p\u003e\n\n\u003ch3\u003eClient Health Score (0–100)\u003c\/h3\u003e\n\u003cp\u003eAn auto-calculated score built from five weighted components that updates as you log clients and projects. Above 85 means a healthy book of business; below 50 means a major client cleanup is due.\u003c\/p\u003e\n\n\u003ch3\u003eWhat you get\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eExcel file with 7 tabs and 296 live formulas\u003c\/li\u003e\n\u003cli\u003eGoogle Sheets compatible\u003c\/li\u003e\n\u003cli\u003eQuick Start Guide PDF (6 pages, beginner friendly)\u003c\/li\u003e\n\u003cli\u003ePricing Strategy Guide PDF (6 pages, freelancer playbook)\u003c\/li\u003e\n\u003cli\u003eCSV export for non-Excel users\u003c\/li\u003e\n\u003cli\u003eFree lifetime updates\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eThe engines\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eClient Health Score Engine\u003c\/strong\u003e — one number from 0 to 100 across Profitability (30%), Payment Speed (25%), Scope Creep (20%), Retention (15%) and Communication (10%).\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eStatus Engine\u003c\/strong\u003e — conditional formatting flags every client and project from Active to Red Flag, with margins auto-colored.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eRed Flag Engine\u003c\/strong\u003e — auto-detects five risk signals (low margin, late payment, scope creep, margin decline, weak communication) with severity and a recommended next step.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePricing Engine\u003c\/strong\u003e — three rate tiers plus a minimum-rate calculator that returns your minimum profitable hourly rate from your income target and billable hours.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eScope Creep Engine\u003c\/strong\u003e — tracks estimated vs actual hours with three thresholds and a period summary.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eInside every tab\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eStart Here — four-step quickstart and tab overview\u003c\/li\u003e\n\u003cli\u003eDashboard — 5 KPI cards, 2 charts, top 8 clients\u003c\/li\u003e\n\u003cli\u003eClients — 30 clients with revenue, profit, health and tier\u003c\/li\u003e\n\u003cli\u003eProjects — 50 projects with hours, status and progress bars\u003c\/li\u003e\n\u003cli\u003eTime Log — actual vs estimated hours with auto scope creep\u003c\/li\u003e\n\u003cli\u003eProfitability — margins per client and profit per hour\u003c\/li\u003e\n\u003cli\u003eRed Flags — five risk signals with recommended actions\u003c\/li\u003e\n\u003cli\u003ePricing Engine — smart rates and minimum-rate calculator\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eWho it is for\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eSolo freelancers managing 10 to 30 active clients\u003c\/li\u003e\n\u003cli\u003eDesign agencies tracking profit across team members\u003c\/li\u003e\n\u003cli\u003eConsultants mixing hourly and retainer engagements\u003c\/li\u003e\n\u003cli\u003eService businesses with a recurring client base\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eInstant delivery\u003c\/h3\u003e\n\u003cp\u003eFiles arrive immediately after purchase: the Excel file (.xlsx), a CSV export, a Quick Start Guide PDF and a Pricing Strategy Guide PDF. Works on Mac, Windows, iOS and Android. No subscription, no login, and your client data stays with you.\u003c\/p\u003e\n\n\u003ch3\u003eFile details\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eFormat: .xlsx and .csv\u003c\/li\u003e\n\u003cli\u003e7 spreadsheet tabs plus PDF guides\u003c\/li\u003e\n\u003cli\u003e296 live formulas\u003c\/li\u003e\n\u003cli\u003eCompatible with Excel 2016+, Google Sheets, LibreOffice and Numbers\u003c\/li\u003e\n\u003cli\u003eFree lifetime updates\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003cp\u003e\u003cem\u003eFor business tracking and organization only. This is not financial or accounting advice. Designed and built by SpendFlow Studio.\u003c\/em\u003e\u003c\/p\u003e","brand":"SpendFlow Studio","offers":[{"title":"Default Title","offer_id":50274102247617,"sku":null,"price":10.49,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0864\/6446\/3041\/files\/il_1080xN.8057125421_6row.jpg?v=1780069466","url":"https:\/\/spendflowstudio.com\/products\/client-profitability-tracker-freelancer-agency-crm-project-margin-spreadsheet-excel-google-sheets","provider":"SpendFlow Studio","version":"1.0","type":"link"}