Overhead, Markup & Labour Rate Calculator: charge-out rates by role at your target margin

Overhead, Markup & Labour Rate Calculator

CA$49
Skip to product information
Overhead, Markup & Labour Rate Calculator: charge-out rates by role at your target margin
1/8
  • Overhead, Markup & Labour Rate Calculator: charge-out rates by role at your target margin
  • What's included: the pricing workbook and Start Here guide
  • Add up your overhead, set a charge-out rate for each role and see your break-even sales
  • Close-up of Annual Overhead: each business cost, monthly or annual, with the annual total
  • Close-up of the Labour Rate sheet: loaded cost, overhead per billable hour, break-even and charge-out rates
  • Close-up of Break-even Sales: the yearly and monthly sales to cover overhead and reach your profit goal
  • How it works: download, open the workbook and enter your overhead, roles, wages and billable hours
  • Example and blank versions of the pricing workbook
  • Overhead, Markup & Labour Rate Calculator: charge-out rates by role at your target margin
  • What's included: the pricing workbook and Start Here guide
  • Add up your overhead, set a charge-out rate for each role and see your break-even sales
  • Close-up of Annual Overhead: each business cost, monthly or annual, with the annual total
  • Close-up of the Labour Rate sheet: loaded cost, overhead per billable hour, break-even and charge-out rates
  • Close-up of Break-even Sales: the yearly and monthly sales to cover overhead and reach your profit goal
  • How it works: download, open the workbook and enter your overhead, roles, wages and billable hours
  • Example and blank versions of the pricing workbook
Overhead, Markup & Labour Rate Calculator
Back-Office

Overhead, Markup & Labour Rate Calculator

CA$49

Prices in Canadian dollars. Any tax that applies is shown at checkout.

An Excel calculator that turns your overhead into an hourly figure, prices each role at its loaded labour cost, shows the difference between markup and margin, and checks each job price against your target margin.

List the costs of running the business, monthly or annual, and the workbook spreads them over the billable hours of your crew. Add each role with the number of people and the wage; the labour burden is a set of editable per cents, so the loaded cost, the cost per billable hour, the break-even rate and the charge-out rate at your target margin are all worked out for you.

Convert margin to markup and back, see the sales you need to break even and to reach your profit goal, and check each job line: full cost with its share of overhead, the price at your target margin, and the margin on the price you plan to quote. Prices below cost or below target are flagged.

  • Annual overhead 30 costs, monthly or annual, turned into an hourly figure
  • Labour rate 15 roles: loaded cost, break-even and charge-out rates
  • Markup and margin Two-way converter and a quick table
  • Break-even sales Sales to cover overhead and to reach your profit goal
  • Job price check 20 job lines with full cost, target price and your margin
  • Start Here 5-page PDF guide

Instant download after checkout, with the link also sent by email

30-day money-back guarantee, no questions asked

Secure checkout through Shopify

One business, unlimited use on its own projects

What's inside

Pricing workbook, Excel (.xlsx), seven sheets, in two versions. Settings for your company details, the labour burden per cents (editable samples), paid hours per year, the billable share of those hours and your target margin.

Annual Overhead. Up to 30 business costs, each entered monthly or annual, with the annual total.

Labour Rate. Up to 15 roles, each with a number, the number of people and the wage. Shows the loaded cost per paid hour, the labour cost per billable hour, overhead per billable hour, the break-even rate and the charge-out rate at your target margin. A role can use its own burden per cent.

Markup and Margin. Margin to markup, markup to margin, the price of any cost, and a quick table.

Break-even Sales. The yearly and monthly sales needed to cover overhead at your gross margin, and to reach your profit goal.

Job Price Check. Up to 20 job lines: labour at the role's rate, materials, trade partners and other costs, the overhead share, full cost, the price at your target margin and the margin on your price. Check columns flag a price below full cost or below target, and a role number that is not on the list.

Start Here guide, 5-page PDF. What is included and how to enter your settings and overhead, set a rate for each role, convert markup and margin, find your break-even sales and check a job price.
Formats
  • Excel (.xlsx): the workbook in example and blank versions, standard formulas and no macros. Shaded cells are inputs; formula cells are locked with sheet protection that has no password. Made for Microsoft Excel: desktop Excel 2016 or later and Excel for the web.
  • PDF, letter size: the Start Here guide (5 pages).
  • Fonts: the PDF guide uses Cormorant Garamond and Inter, both free open-licence fonts built into the file. The workbook uses Georgia and Arial.
  • Not included: accounting, payroll or tax rules, PowerPoint or Canva files, and page-preview images.
  • Delivery: one ZIP file (about 0.14 MB) holding all three files, on the order page right after checkout and by email.
Licence

One purchase covers one business, with unlimited use on that business's own projects. Your employees may use it for the business's work. Edit it freely and give your clients the finished documents. Reselling, sharing or uploading the template files, edited or not, is not permitted. Read the full licence.
Refunds

If the calculator isn't right for you, email support@thebuildersledger.com within 30 days of purchase with your order number for a full refund, no questions asked. After a refund the licence ends and the download link is turned off, so please delete your copies of the files. Refund policy.
FAQ

What is the difference between markup and margin?

Markup is added to cost; margin is the share of the price you keep. A 30% margin needs a 42.9% markup on cost, and adding 30% to cost keeps only a 23.1% margin. The Markup and Margin sheet converts both ways.

Are the labour burden per cents built in?

No. Payroll costs, vacation pay, insurance and benefits are editable per cents with sample figures. They depend on where you work and on your own policies, so confirm them with your accountant or adviser.

Can I rename roles and costs?

Yes. Roles are found by number, so renaming a role or a cost does not change any total.

Is it accounting or tax advice?

No. It is a pricing aid. Check your figures with your own accountant or adviser.
A note on rates and margins

The labour burden per cents, paid and billable hours and target margin are editable samples, not recommendations. Payroll costs and benefits depend on where you work and on your own policies, so confirm your figures with your own accountant or adviser before you rely on them. A pricing aid, not accounting or tax advice.