Total MRR
$103.5k
At-Risk
1 client
Avg Margin
28%
| Client | Retainer | Hours Used | Scope+ |
|---|---|---|---|
| RetailCo | $12k | 58 / 60 | 2 |
| TechBrand | $18k | 96 / 80 | 5 |
| BeautyBrand | $22k | 88 / 100 | 3 |
Spreadsheet Preview
Retainer Clients · 11 sheets
Unlocked
Dashboard-ready
Operator-system
| Client | Retainer | Hours Used | Scope+ | Margin % |
|---|---|---|---|---|
| RetailCo | $12k | 58 / 60 | 2 | 31% |
| TechBrand | $18k | 96 / 80 | 5 | 12% |
| BeautyBrand | $22k | 88 / 100 | 3 | 40% |
Preview of key cells included in this spreadsheet template.
Marketing Agency
Pro
Deeper analytics + scenario intelligence
Client Retainer Dashboard
Retainer client management sheet tracking hours budgeted vs. delivered, scope creep, margin per client, and renewal risk — built for marketing agencies.
$11.00
Secure payment via Stripe. 7-day review window — not right for you? Contact us.
Pay Once, Use Forever
No monthly fees. Buy the Excel template once and it's yours. Works in Microsoft Excel, Google Sheets, or Apple Numbers.
No monthly fees. Buy the Excel template once and it's yours. Works in Microsoft Excel, Google Sheets, or Apple Numbers.
Everything in One File
Revenue, expenses, inventory, scheduling — all connected in one spreadsheet. No switching between 5 different apps.
Revenue, expenses, inventory, scheduling — all connected in one spreadsheet. No switching between 5 different apps.
Your Data, Your Control
Every formula is unlocked and editable. Customise anything to fit your business. No lock-in, no forced updates.
Every formula is unlocked and editable. Customise anything to fit your business. No lock-in, no forced updates.
No Learning Curve
If you can use Excel, you can use Gridmoo. Familiar rows and columns — no new software to learn. Print-ready reports included.
If you can use Excel, you can use Gridmoo. Familiar rows and columns — no new software to learn. Print-ready reports included.
Included sheets
Retainer Clients
Hours Tracker
Scope Changes
Margin Dashboard
Assumptions
Lookup Tables
Scenario Analysis
Command Center
Scenario Lab
Execution Board
Campaign Attribution Matrix
Professional standards included
Unlocked formulas and editable layouts
Dashboard, summaries, and management views
Stable formulas with room for more rows
Print areas prepared for PDF exports
Operator system included: Command Center, Scenario Lab, Execution Board, and industry edge sheet
$11.00
Build My Starter Pack — bundle & save 15%Secure payment via Stripe. 7-day review window — not right for you? Contact us.