I will create a custom forecasting spreadsheet for construction
I think in energy, systems, and practical solutions
Level 1
Has met certain performance criteria and shows strong potential in the marketplace.
About this Gig
You have a team to take care of.
Do you have enough projects booked to support them?
How many projects do you need to book to support them...?
When is there too little work? When is your team over capacity?
Half the reason you feel anxious about your business is because you can't answer these questions. They seem so simple, but teasing apart the revenue with formulas is a mental nightmare.
What if we customized a spreadsheet to do all that for you?
All you have to enter is the project name, cost, start and end dates.
What you can see:
-Weekly gantt chart
-Weekly revenue totals (color coded so you can easily spot gaps)
-Monthly / Quarterly totals
-Weekly and monthly totals both include the project's deposit (i.e. 20% deposit split over a 10 week project)
-Monthly breakdown to help your bookkeeper shift the earned deposit for each project in QBO
-Calendar heatmap colorized to reveal if you'll hit your target revenue each week
-Calendar heatmap also automatically lists which projects are active every week!
We'll customize this to match how your business handles tax, deposits, your breakeven and target revenues, the number of projects you handle, and your visual preferences!
Technology:
Google Sheets
FAQ
What Is Customized In This Forecast Sheet?
How your business handles tax, deposits, your breakeven and target revenues, the number of projects you handle, and your visual preferences! If more customizations are necessary to meet your business' structure, we can talk about them prior to buying the gig.
Can We Forecast Booked Vs Potential Revenue?
The basic spreadsheet is built for for booked revenue, but an upgraded spreadsheet can cover both!
Why Should I Hire You?
I've managed systems, operations, and finances for design-build. I saw how knowledge gaps cause owners anxiety, and I jumped at the opportunity to use my love of logic and problem solving to create solutions like these.
What's Your Timezone?
EST Toronto / New York
How Do We Meet / Order?
We'll share a call/zoom to make sure I can work your company's unique needs into a customized forecast sheet. Afterwards you can book the gig, and I'll get to work as fast as I can (this kind of work is extremely satisfying to me!).

