START HERE
Orientation and workflow.
VIDEO TUTORIAL & PRODUCT SUPPORT
Permanent setup, tutorial, compatibility and troubleshooting documentation for the 10-sheet Microsoft Excel pricing model. This is the URL to keep in the guide and QR.
The Etsy listing can change without changing this documentation URL. Use this page for the current tutorial, workflow, compatibility notes and troubleshooting.
Open EXAMPLE first to understand the pricing logic with realistic services and scenarios. Use a working copy of CLEAN for your own business and keep the untouched CLEAN file as a reset copy.
Price upstream before publishing downstream. SETUP & GOALS and COST BUILDER create the economic foundation; PRICING ENGINE calculates price levels; PROFITABILITY is where the planned rate is chosen; RATE SHEET publishes that decision.
Orientation and workflow.
Units, work weeks, productive hours, owner compensation, margin, fees and pricing defaults.
Fixed-overhead foundation.
Service time, travel/admin time, distance, direct costs, current rate and add-pet economics.
Break-even, sustainable minimum and target price levels.
Current vs planned pricing and profitability review.
Revenue goal, service mix, owner hours and capacity.
Current, Planned and Growth scenario comparison.
Standard, add-pet, holiday and recurring-client rates.
High-level pricing, workload and scenario review.
Best experience is Microsoft Excel desktop. No macros are required. Choose currency and distance unit before building pricing; these settings update labels and do not convert existing values.
Use these smaller public tools when you want to test the method before or alongside the full planning model.
Complete SETUP & GOALS, add valid services and resolve upstream CHECK messages before trusting downstream outputs. CLEAN intentionally avoids false economics before setup.
Correct the source sheet rather than typing over Dashboard outputs. The dashboard summarizes valid upstream data; it does not create it.
In Excel, confirm calculation is set to Automatic, then save and reopen the workbook.
Review the service-level holiday uplift, recurring discount, add-pet override and Recurring Applies? setting. Fix invalid inputs upstream rather than overwriting automatic outputs.
This is an administrative pricing and business-planning template. It does not provide legal, accounting, tax or financial advice and does not guarantee business results.
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