Free CVR template for Excel
Every live job's value, cost and forecast margin, the movement since last month, and the checks a director will ask about, in one workbook. Nothing locked, every formula explained.
For QSs, commercial managers and finance teams at UK specialist subcontractors running a monthly CVR in Excel.
Get the template
Written by Ben Atkinson, Streamlined Analytics. Built to the RICS commercial management guidance; checked October 2026.
- ✓ One CVR per job, plus a company summary across every live job
- ✓ An accruals register that stops forgotten and double-counted costs
- ✓ Variation recognition by status, and why the margin moved
- ✓ A worked example and a blank copy, in Excel, LibreOffice or Google Sheets
What it looks like
Why it's different
- Margin moves for a reason. The workbook splits each month's movement into variations, contras and each cost head, and checks it ties out to the penny.
- Accruals are the usual culprit. Each one counts until the month you say, then drops out, so a cost is never forgotten or counted twice.
- Built for subcontractors: your application, the main contractor's assessment and what's been paid, with contras, retention and CIS kept out of the margin.
The nine tabs
- 01How to use: a walkthrough of every tab and check
- 02Settings and Jobs: periods, cost heads and budgets
- 03Value: application, MC assessment, paid, contras
- 04Cost & Forecast: ledger cost and cost to complete by head
- 05Accruals: the register that counts each cost once
- 06Change: variations, dayworks and claims by status
- 07Job CVR: the one-page report with eight checks
- 08Company Summary: every job, RAG and a tie to the accounts
Common questions
What is a CVR template?
A CVR (cost value reconciliation) template is a spreadsheet that compares what a construction job is worth to date with what it has cost to date, and forecasts the final margin. Contractors run one every month for each live job.
Is the template free?
Yes. Give us your name and work email and it downloads straight away, with a worked example and a blank copy. You can use and adapt it within your own business.
Does it work for main contractors?
Yes, though it's built subcontractor-first. Read 'our application' as your valuation to the client, and 'MC assessment' as the client's certificate.
Will it open in Google Sheets?
Yes. It uses standard functions only (SUMIFS, INDEX and MATCH), with no macros, links or passwords, so it opens in Excel, LibreOffice and Google Sheets.