Template · free download

Time tracking & automation ROI

Put a number on the time and money you can recover by automating your repetitive tasks, task by task.

The spreadsheet for mapping your repetitive tasks and prioritizing your automations. You list each task, its time and its frequency; the spreadsheet calculates the weekly hours, the recoverable share, the equivalent in person-days per year and the annual savings. A summary at the top aggregates the total potential. Excel version with formulas, flat CSV version.

What's inside

  • One row per task: time, frequency, automatable share, hourly cost
  • The recoverable hours per week and the annual savings, calculated
  • A summary: recoverable hours, person-days per year, total savings
  • A priority per task so you know where to start

Preview

TaskHours / wkAutomatableRecov. / wkSavings / yrPriority
Prospect follow-ups5.3 h80%4.3 h$6,870High
Writing quotes5.0 h70%3.5 h$5,635Medium
CRM data entry5.0 h75%3.8 h$5,175High