100% Dynamic Excel Formulas (.XLSX)

Free Enterprise T&M Excel
Workbook & Dynamic Formula Dashboard

Standardize out-of-scope work billing with a professional multi-tab Excel system. Features a live Executive Dashboard driven by SUMIF, COUNTIF, and SUMIFS formulas, Master Ticket Log, Labor Matrix, Equipment Schedules, and Material Markups.

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Dynamic Dashboard & Formula Architecture

Every KPI card and trade table is 100% calculated by live Excel formulas referencing the Master Ticket Log.

TrakSlip_Enterprise_TM_Tracker.xlsx
5 Dynamic Worksheets
TOTAL T&M TRACKED
$44,187.13
=SUM(Log!J4:J30)
APPROVED & BILLED
$31,348.13
=SUMIF(Log!K:K,"APPROVED",Log!J:J)
PENDING GC SIGN-OFF
$7,834.00
=SUMIF(Log!K:K,"PENDING",Log!J:J)
% PORTFOLIO BILLED
70.9%
=IF(B6>0, C6/B6, 0)
Tab 1: Live Trade Specialty Breakdown Table
Trade SpecialtyTicket CountApproved Billed ($)Pending / Review ($)% Billed Ratio
Electrical Contractor=COUNTIF(Log!C:C, "*Electrical*")$11,214.50$5,005.0069.1%
Mechanical / HVAC=COUNTIF(Log!C:C, "*HVAC*")$4,488.00$6,259.0041.8%
Plumbing Subcontractor=COUNTIF(Log!C:C, "*Plumbing*")$4,422.00$2,677.0062.3%
1. Executive Dashboard (Formulas)2. Master T&M Ticket Log3. Labor Rates & Calculator4. Equipment Rates5. Materials & Markups

Included Worksheets & Live Formulas

Designed for project managers, foremen, and construction accountants.

100% Dynamic Formulas

Powered by live =SUMIF(), =COUNTIF(), and =SUMIFS() formulas referencing the Master Ticket Log.

5 Integrated Worksheets

Complete setup including Executive Dashboard, Master T&M Log, Labor Matrix, Equipment Rates, and Material Receipts.

Labor & Equipment Rates

Pre-populated rate matrix for Journeymen, Masters, Apprentices, Scissor Lifts, and Boom Lifts.

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