Skip to content

Set up your team once. Price every project on those guardrails.

Your roles, rates, overhead, and profit targets — configured once, inherited everywhere. No rebuilding the spreadsheet for each new project.

One setup. Every project.

You configure your team's financial model once: roles with salary-to-rate conversion, your overhead rate, profit targets, and your preferred pricing mode. Every project you create after that inherits these numbers automatically.

That means the senior developer's cost rate, the overhead allocation, and the target margin are already in place when you start scoping. You don't rebuild the spreadsheet. You don't hunt for the latest rate card. The guardrails are set, and every project prices on the same foundation.

Your whole team prices consistently — same cost basis, same overhead, same targets. The person building the estimate focuses on the scope, not the formula.

Three paths in. One system out.

Margin meets you where you are. Three ways to set up your rates:

  1. Start from hourly rates — if you already have a rate card, enter your roles with cost rates and bill rates directly. Margin calculates the margin from there.
  2. Start from a budget — enter your annual budget, headcount, and utilization target. Margin calculates a company blended rate and applies it across projects.
  3. Start from team salaries — enter each role's annual salary. Margin runs the full salary-to-rate chain: adjusted hours, overhead loading, utilization adjustment, and target bill rate.

Once your roles are set, configure your overhead percentage and profit targets at the org level. These flow into every project automatically. When costs change — a new hire, a lease renewal, updated software subscriptions — update the number in one place. Every future estimate reflects reality.

Roles and rates configuration showing salary-to-rate calculation with three pricing modes

Set up once. Price every project on real numbers.

Set up your rates from what you already know — an hourly rate, a budget, or salaries.

Try Margin free