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Plumbing Quote Builder Spreadsheet | Estimates, Price Book & Win Rate | Excel + Google Sheets Template

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Highlights

Plumbing Quote Builder: Quotes, price book and win rate for plumbers.

An ivory, charcoal and muted gold workbook with editable inputs, linked calculations and a chart dashboard.

WHAT IS INCLUDED
- Dashboard with a selectable report date, summary metrics and an editable chart
- Working sheets: Price Book, Quote Lines, Quotes
- 500 reserved records per working table, with formulas, filters and relevant dropdowns
- Setup instructions and sample data

FEATURES AND DEFINITIONS
- Win rate uses decided quotes only: accepted divided by accepted plus declined. Draft and open quotes do not reduce this rate.

HOW IT WORKS
Download the .xlsx file and open it in Microsoft Excel. Replace the sample inputs with your own data. Gold cells accept entries; sage cells calculate. Change the Dashboard report date to select the reporting month and year. Monetary values use USD.

GOOGLE SHEETS
Upload the .xlsx to Google Drive, then open with Google Sheets. Review the converted dropdowns, charts, date formats and formulas before entering your own records.

PLEASE NOTE
This is a digital download. No physical item is shipped. Excel or a Google account is required. No macros or subscriptions are included. Use in your own business; do not resell or redistribute the template files.

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Listed on Oct 10, 2026
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