Calculator template

Retainer Pricing Template

Create a retainer pricing calculator from income target, expenses, billable hours, retainer hours, and margin.

Review the inputs and formulas below, then open this template in the calculator builder to customize the field names, values, result styles, and notes.

Inputs

What people fill out

  • Target income

    Uses target_income in formulas, starts as a currency field, and begins at 8000.

  • Expenses

    Uses expenses in formulas, starts as a currency field, and begins at 1500.

  • Billable hours

    Uses billable_hours in formulas, starts as a number field, and begins at 90.

  • Retainer hours

    Uses retainer_hours in formulas, starts as a number field, and begins at 20.

  • Target margin

    Uses target_margin in formulas, starts as a percent field, and begins at 35.

Outputs

What the template calculates

  • Retainer price

    Format currency

    Result style primary

    Formula (((target_income + expenses) / billable_hours) * retainer_hours) / (1 - target_margin)

    Suggested retainer price at the chosen margin target.

  • Effective hourly rate

    Format currency

    Result style metric

    Formula ((((target_income + expenses) / billable_hours) * retainer_hours) / (1 - target_margin)) / retainer_hours

    What the retainer works out to per retainer hour.

Use cases

When this template helps

  • Turn a monthly income target into a retainer price.
  • Include expenses, billable capacity, retainer hours, and margin.
  • Create a repeatable retainer quote calculator for service work.

Related

More ways to work with this math

FAQ

Quick answers

Short answers for the questions that usually come up first.

Can I edit this retainer pricing template?

Yes. Open the template in the builder, then change the labels, values, formulas, notes, or output display styles to fit your workflow.

Can I save a version after I change it?

Yes. Save it on this device, export JSON, or copy a share link after you make changes.

Can I use this as a starting point for a different calculator?

Yes. Templates are meant to be edited. Remove fields, add new ones, or swap formulas if you want a different custom calculator.