StaffLedger Margin Forecast — know your margins before the month begins
StaffLedger Margin Forecast turns your staffing plan into a monthly revenue, cost and gross margin forecast — per project, per account, per portfolio and for your whole company.
Free IT services margin forecast Excel template
Plan revenue, cost and gross margin in a formula-based workbook, then import your employee master. No signup required.
Built for how service companies actually plan
Not another spreadsheet. A forecasting engine that understands working days, rate changes, allocations and onboarding gaps.
True monthly forecasting
Revenue and cost computed from real working days — weekdays minus holidays — with hourly cost and bill rates, allocation % and separate billing %.
Effective-dated rates
Cost and bill rates carry a start date, so promotions, increments and inflation are reflected automatically in the months they take effect.
Staffing & capacity
Map people to projects in bulk, model onboarding gaps with separate cost-start and billing-start dates, and track candidates in the pipeline.
Roll-ups that matter
Project → account → portfolio → company. Gross margin on revenue, per month and in aggregate, exactly how leadership reviews it.
Excel in, insight out
Import employees and bill rates from spreadsheets in overwrite or add-only mode. No painful re-keying of master data.
RAID log built in
Track risks, assumptions, issues and dependencies next to the numbers they affect — with owners, ETAs and days open.
Up and running in three steps
Load your people
Import your employee master from Excel — names, roles, cost rates — and maintain it as your team grows.
Staff your projects
Create portfolios and projects, then map employees with bill rates, allocation, holidays and onboarding windows.
Read the forecast
See monthly revenue, cost and gross margin per project, account, portfolio and the whole company — Jan to Dec.
One workspace for your whole company
Invite your team by email and give everyone the right level of control. Data is shared across your company workspace — no more emailing spreadsheets around.
Owns master data: employees, candidates, portfolios, projects, accounts and rate cards.
Staffs projects, manages holidays, and keeps billing and cost start dates accurate.
Understand access before uploading rates
Workspace-scoped records, defined team roles and read-only Data Chat. Read how your information is used before importing sensitive employee data.
Start forecasting your margins today
Create your company workspace in minutes — import your people and see your first forecast the same day.