Free Finance Resource
Agency Financial Tracker Template
Revenue, Expense & Profitability Tracking Spreadsheet
A spreadsheet template for tracking agency revenue, expenses, and profitability. Know your numbers and make data-driven decisions.
Track revenue and expenses in one place
Monitor profitability by client and project
Identify cash flow patterns
Make informed business decisions
Revenue by client tracker
Expense categorization
Profitability dashboard
Cash flow summary
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All Pricing Templates
Ready-to-use templates you can customize for your agency
1Revenue & Expense Tracking
Monthly Revenue Tracker
N/A
Track revenue by client and service type.
Deliverables:
- Client column
- Service type
- Amount
- Payment status
- +1 more...
Timeline: Monthly
Ideal for: Agencies wanting visibility into revenue streams
Expense Tracking Worksheet
N/A
Categorize and track agency expenses.
Deliverables:
- Expense categories
- Vendor
- Amount
- Date
- +1 more...
Timeline: Ongoing
Ideal for: Understanding where money goes
Profitability Summary
N/A
Calculate margin by project and client.
Deliverables:
- Revenue minus cost
- Margin percentage
- Trend over time
Timeline: Monthly/quarterly
Ideal for: Identifying most (and least) profitable work
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