Project Management Spreadsheet
Overhauled in 2023!
Who says you need a fancy or expensive program to manage and track your Full-Service projects? This highly robust Google Sheet, Project Management Spreadsheet, features 15 tabs for a single project and is single handily the backbone of my business.
- Automatic calculations
- Color-coded sections
- Visual aids
- Room-by-room calculations
- Overall project calculations
- Detailed breakdowns
- Full project management and tracking system
- A 15+ page instruction manual for use
- Video walk-through
1. Project Summary – An accumulative look at your project overall including:
- a color-coded graph section for a visual look that corresponds to the sections listed below
- overall project totals for each room and project overall
- profitability tracking by project and product
- cost per square foot calculation based on the cost of goods, design fee, and overall
- a list of category totals by product type (casegoods, accessories, etc)
- quick and easy Product Fee Proposal breakdown for invoicing
- banking transfer breakdown following a simplified profit-first model
- hourly tracking to determine profit / loss of time spent
- billing breakdown to show any monies spent and balances owed
2-11. Room Name – Ten separate tabs dedicated to different rooms in a home. Additional tabs can be added for larger projects and tabs not in use may be hidden. Includes project management and tracking aspects of Interior Design such as:
- product image, vendor and product information, ordering specs, quantity
- pricing including wholesale pricing breakdown, designer profit margin, retail mark up, shipping, tax, admin fee, CC processing fee
- actual costs when ordered including price variance (balanced owed and client credits)
- ordering information including purchase order / invoice number, estimated arrival, date ordered, the location being delivered to, etc.
- order tracking and project management.
12. Accessories – A tab dedicated to ordering accessories. I charge an accessories budget for every single room design, accumulate the fees in single tabs, and purchase accessories accordingly. This is a simplified version of the Room Name tab where there’s product information, order information, and tracking information. It also calculates the budget set by the designer, the current amount spent, and the pending balance.
13. Bank Reconciliation – a simple checks and balances page that does the work for you and keeps your books clean. Identifiable information is automatically entered as you order and you can manually check off when the fees have been deducted from your bank. This sheet allows you a single place for all your project finances and recalls information at a quick glance.
14. Project Autopsy – Analyze your project at the end. This is such an important process that often gets missed. Did you charge enough? What were your key takeaways? What was your client experience like and how could it have been better? Quick information is available at a glance for evaluation purposes.
15. Table of Contents – This tab is used to enter the different categories of goods and updates them on all pages. Enter information here that you would like to break out.
– Hard Window Treatments
– Soft Window Treatments
NOTE: The Project Management Spreadsheet requires using a free Google account to access Google Sheets. For maximum benefit, it is recommended that you have experience using Google Sheets or Microsoft Excel.