Finance

Home Warranty and Callback Costs as a Percentage of Revenue in Excel Learn how to track warranty and callback costs month by month, compare them against revenue, and spot problem areas before they grow. In this lesson, you’ll build a clean visual trend view, add a benchmark target, and identify which technicians may be driving […]

Home How to Track Discount Rate Trends and Spot Profit Leaks in Excel Discounts can quietly destroy margins. In this lesson, you’ll learn how to get a clear month-by-month view of discounting, compare it against a target, and quickly spot which reps, techs, or system types are discounting too aggressively using simple visuals and heatmaps.

Home Overhead Expense Analysis Dashboard in Excel (Heatmap, Benchmarks, and Trends) Learn how to break down your overhead month by month and see exactly where money is going. In this lesson, you’ll build a clean overhead view with a heatmap, quick trend indicators, and a benchmark line so you can spot problem areas fast and

Home How to Visualize MRR Growth and Trends with Heatmaps in Excel Learn how to analyze monthly recurring revenue (MRR) from maintenance agreements using Excel. In this lesson, you’ll see how to track MRR month by month, measure growth against a benchmark, and use heatmaps and charts to quickly spot trends, patterns, and opportunities for

Home Does Adding Trucks Increase Revenue?Analyzing Profit Per Truck in Excel Learn how to evaluate whether adding more trucks actually increases profitability. In this lesson, you’ll see how to compare revenue, costs, and profit per truck over time, identify which truck types drive the most value, and spot decisions that could significantly impact your bottom

Home Gross Profit per Labor Hour: Monthly Trend + Job Type Breakdown Gross Profit per Labor Hour shows what you actually earn for every hour you pay for. This KPI quickly exposes whether profit is coming from pricing and job mix or being lost through labor inefficiency. In this tutorial, you’ll build the formulas and

Home Revenue per Technician: Monthly Trend + Tech Concentration Revenue per technician helps you diagnose whether growth is limited by demand or by capacity. In this tutorial, you’ll calculate revenue per tech in Excel, trend it by month, and break revenue out by technician to reveal concentration risk. Download the file and follow the step-by-step

Home Fully Loaded Labor Cost per Hour: Monthly Trend + Service Type Breakdown Before you can price jobs profitably, you need to know your fully loaded labor cost per hour. This KPI captures the true hourly cost of labor after payroll taxes, benefits, truck, equipment, training, and overhead allocation. In this tutorial, you’ll build the

Home Contribution Margin by System Type: Find Your Most Profitable Systems Contribution Margin by System Type shows which systems truly create profit after variable costs, so you can make smarter decisions on pricing, mix, and sales focus. In this tutorial, you’ll build an Excel dashboard to calculate contribution margin and compare it across system types

Home How to Analyze Average Ticket Size by Month and Job Type in Excel Average Job Ticket Size shows how much revenue each job actually produces and how that changes over time. This KPI breakdown highlights trends by month and by job type, helping you spot pricing gaps, mix issues, and revenue leakage before they