Excel 'bid sheet' for calculating profitability of sales opportunities

[Justin_B]

Does anyone have a bid sheet Excel template that they wouldn’t mind sharing? (one for calculating the profitability of sales opportunities)

 

[Astaroth]

Which industry? Fixed fee bids or T&M?

 

[Justin_B]

Fixed price bids for consultancy work

 

[Astaroth]

Back in my day of consulting we had a fairly straight forward spreadsheet for internally calculating bids, obviously sent the client something else....

1st section estimated how many man days of what grade of people are needed

2nd section estimated direct costs for each grade per day (ie average fully loaded salary for each grade divided by the expected utilisation rate (max at 80%))

3rd section was fixed costs - combination of total overheads inc non-consultant headcount divided down to a per consultant cost + estimated materials costs per day

4th section sub total + a percentage contingency added

5th section is base cost and then you add your profit margin to get the bid price.