Digital product

Retainer Profitability Tracker

Which retainers make money and which quietly stopped, tracked month by month against the hours actually delivered, with the drift chart that shows a good client turning into a bad one long before the feeling arrives.

xlsx· v2.0· 140.4 KB

What you’ll get

  • List each retainer on Retainers with its fee and included hours.
  • Log hours delivered each month on Monthly. Effective rate computes itself.
  • Drift shows the trend, which is where a dying retainer becomes visible first.
  • Decisions turns the numbers into the specific conversation each client needs.
  • 13 tabs, including a live dashboard, a diagnostics read-out and benchmarks
  • Excel workbook with every formula visible and unlocked inputs, so you can change anything
  • Worked examples built in: five filled scenarios you can switch between and edit
  • Yours to keep. Works offline, no subscription, no account needed to open it

Preview

Preview 1