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Overhead & Markup Calculator

Construction and Housing line

A spreadsheet for contractors who price from a gut feeling. Add up your yearly overhead and the profit you want; it gives you the markup you need next to the margin it really makes, your break even sales per month, the true hourly cost of each crew member, and a check on up to 20 job prices.

Google Sheets and Excel file

Fare

$24

launch price

Secure checkout by Stripe, which adds sales tax where it applies. You download the file as soon as you pay.

Not what you needed? Write to us within 30 days of purchase and we refund you in full.

Overhead-Markup-Calculator.zipSCREENSHOTS · full version
Overhead & Markup Calculator: the Overhead tab, with EXAMPLE data
Overhead: tab with EXAMPLE data See the whole tab
Overhead & Markup Calculator: the Labor burden tab, with EXAMPLE data
Labor burden: tab with EXAMPLE data See the whole tab
Overhead & Markup Calculator: the Markup & margin tab, with EXAMPLE data
Markup & margin: tab with EXAMPLE data See the whole tab

Screenshots of the full version, taken from the real file. Every number in them is an EXAMPLE.

Download the free version (.xlsx) ↓

Free file: Overhead, Markup & margin and Price one job. Labor burden, the 20-job list and the summary are in the full version only. See what each one has

What you do, what the sheet does

YOUTHE SHEET
You type your overhead and expected salesIt shows overhead as a % of sales and per billable hour
You set the net profit you wantIt gives the markup you need and the margin it makes
You type a crew member's wage and hoursIt works out the true cost of each billable hour
You paste a job's direct costsIt prices the job and flags it red if it's below break even

What the full version has

  • Overhead tab: yearly overhead by month or year, as a % of sales and per billable hour
  • Labor burden tab: wage plus payroll taxes, unemployment, workers' comp, insurance, benefits and unpaid time, per crew member
  • Markup & margin tab: the markup you need for your profit target, side by side with the margin, plus a converter
  • Break even sales per month at the markup you use today and at the one you need
  • Price a job tab: up to 20 jobs with price at your markup, break even price and net profit
  • Summary tab: your numbers on one page to print

Who it is for

Contractors and small trade businesses who price from a gut feeling or a markup someone told them, and want to know what each job has to cover.

Every cost, wage and rate already in the file says EXAMPLE. You replace them with your own; none of them are facts about your trade or your area.

Free version and full version

The free file has Overhead, Markup & margin and one job to price. No labor burden, job list or summary.

FREE FILE (.XLSX)

  • 4 tabs: Start here, Overhead, Markup & margin, Price one job
  • Up to 16 overhead lines
  • The markup you need, the margin it makes, break even sales
  • One job priced against break even
Download the free version (.xlsx) ↓

FULL VERSION · $24

  • 6 tabs, Start here included
  • Up to 25 overhead lines
  • Labor burden for up to 10 crew members
  • Up to 20 jobs priced, the ones below break even in red
  • A one page summary to print
Buy the full version →