Worksheet

Job margin review sheet

Give each closed job its own row. Columns list the quoted margin, buying charges billed later, unbilled vendor charges and the final margin. Sorting by charge head shows where money slips.

Name: ______________________   Business: ______________________   Date: ______________

Cross out or rewrite any heading that does not fit your business. From the guide “Where a Freight Forwarder Loses Margin on a Job, and How to See It”, www.gullysystem.com/blog/where-a-freight-forwarder-loses-margin-on-a-job