Engagement Profitability Template
Effective rate and grade mix against the fee that was quoted.
Engagement Profitability Template is a free Excel workbook: 3 sheets, 134 live formulas and realistic sample data throughout, 12 KB as .xlsx.
The formulas are printed on this page, unedited, so you can check the method before downloading anything. Swap in your own numbers and the whole file recalculates — which is the part no chat window can hand you. Opens in Excel, Google Sheets, Numbers and LibreOffice; no add-in and no macro.
A look inside
This is a real slice of the Engagements sheet from the actual file — not a screenshot, and not a mock-up. Cells shown in violet are live formulas, exactly as they arrive.
| # | Engagement | Budget hrs | Partner hrs | Manager hrs | Junior hrs | Actual hrs | Delivery cost |
|---|---|---|---|---|---|---|---|
| 2 | Engagement 01 | 98 | 10.10 | 44.70 | 44.20 | =$F2+$G2+$H2 | =$F2*$R$2+$G2*$R$3+$H2*$R$4 |
| 3 | Engagement 02 | 169 | 11.70 | 55.40 | 75.20 | =$F3+$G3+$H3 | =$F3*$R$2+$G3*$R$3+$H3*$R$4 |
| 4 | Engagement 03 | 268 | 83.90 | 129.70 | 180.40 | =$F4+$G4+$H4 | =$F4*$R$2+$G4*$R$3+$H4*$R$4 |
| 5 | Engagement 04 | 85 | 8.90 | 30.80 | 42.60 | =$F5+$G5+$H5 | =$F5*$R$2+$G5*$R$3+$H5*$R$4 |
| 6 | Engagement 05 | 110 | 34.50 | 34.10 | 42.80 | =$F6+$G6+$H6 | =$F6*$R$2+$G6*$R$3+$H6*$R$4 |
| 7 | Engagement 06 | 230 | 74 | 58.90 | 74.50 | =$F7+$G7+$H7 | =$F7*$R$2+$G7*$R$3+$H7*$R$4 |
| 8 | Engagement 07 | 106 | 12.20 | 40.90 | 77.10 | =$F8+$G8+$H8 | =$F8*$R$2+$G8*$R$3+$H8*$R$4 |
| 9 | Engagement 08 | 50 | 16.60 | 18.90 | 27.80 | =$F9+$G9+$H9 | =$F9*$R$2+$G9*$R$3+$H9*$R$4 |
What’s in the file
What it explains
- Effective rate is the honest number
- Grade mix is where fixed-fee work goes wrong
- Scope creep
Download it
The workbook is free with a DataHub Pro account. Free accounts download three templates and keep them forever — re-downloading one you already have never counts again. Pro accounts get all 141.
Related templates
Writing about Engagement Profitability? Link to this page.
The preview above is a real slice of the file, so this page is worth citing on its own — readers can see the formulas without downloading anything or making an account. Copy the line below.
<a href="https://www.datahubpro.co.uk/excel-templates/professional-services-engagement">Engagement Profitability Template</a> — free Excel template from DataHub Pro
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