Price:$9.00
Freelancer Client Project Tracker, Hourly Rate Calculator, Invoice Spreadsheet (Excel, Google Sheets)
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Highlights
FREELANCER CLIENT & PROJECT PANEL — Excel and Google Sheets
$2,400 is a good fee until you divide it by fifty-two hours. Then it is $46 an hour, and you will not find that out until you have already quoted the next job on the same basis.
Eight working tabs, already linked together, plus a Start Here page. Instant download. No app, no login, no monthly fee.
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WHAT IT DOES
• THE RATE YOUR YEAR ACTUALLY COSTS
Weeks off, the share of your time you can really bill, business costs and the tax you never keep. Put in the take-home you need and it gives you the floor: the minimum hourly rate that year costs. In the example, $42,000 take-home works out at $57.07 an hour — not the $45 the freelancer thought they were charging.
• EARNED PER HOUR ON EVERY PROJECT
Log your time and each project shows the quoted fee divided by the hours it really took, with a warning the moment it drops under your rate. Free pitches are counted too, which is the honest place for them.
• WHO PAYS, AND HOW SLOWLY
Type a client name once and their projects, hours, invoiced, paid, outstanding, average days to pay and share of your year all fill in. A client on 14-day terms averaging 47 days turns red.
• A CHASE LIST THAT BUILDS ITSELF
Due dates come from each client's own terms. Days overdue, days to pay and a tax pot are worked out on every invoice.
• HOW EXPOSED YOU ARE
One client above the share you set is flagged. Above roughly forty per cent you are not freelancing — you are employed by one company without any of the protections.
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THE TABS
Start Here — what each tab does, which cells to type in, and the honest limits
1. Settings — payment terms, tax share, and when you want to be warned
2. Your Rate — the minimum hourly rate your own year costs
3. Clients — 150 rows, everything to the right calculated
4. Projects — 200 rows, quoted fee against hours logged
5. Time — 1,200 rows, one per session
6. Invoices — 300 rows, due dates, days overdue, tax set aside
7. Monthly — invoiced, received, hours and earned per hour by month
8. Overview — your real rate against the one you need, and what to chase today
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WHO IT IS FOR
Designers, writers, developers, consultants, photographers, translators, VAs — anyone paid by the project and invoicing for it. Especially useful in your first year, when the rate you set now decides the next three.
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WORKS WITH
Microsoft Excel (Windows, Mac, and the free web version), Google Sheets (upload to Drive and open), Apple Numbers, LibreOffice, and the Excel or Sheets app on your phone. No macros, no add-ons, no account. Change the number format on any money column and it is your currency.
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WHAT YOU GET
One .xlsx file, downloadable the moment your payment goes through. Example rows are included so you can see everything working; delete them and the file is yours.
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HONEST LIMITS — please read before buying
• It does not create or send invoices. No PDF, no email, no reminders. It records what you sent and what came back.
• It does not track time automatically. You type the hours, rounded to the quarter.
• It is not accounting software and it is not a tax return. The tax figure is a pot you set aside at a rate you choose — ask an accountant for the real thing.
• It does not connect to your bank, your email or any app.
It will not win you better clients. It will tell you, in numbers you can show someone, which of the ones you have are worth keeping.
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LICENCE
For your own business. Reselling, sharing or redistributing the file is not allowed.
I never ask for shop access. No password, no manager invite, no app permissions. If something in the file is wrong, message me through Etsy and I will fix it.
Because this is a digital download, it cannot be returned — but if it does not do what this page says, tell me and I will make it right.
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