Time Budget & Billable Utilization Dashboard

$29.00

See how much capacity is truly available, how much time is billable and where planned hours are being lost. A 26-page guide and a 11-sheet tracker with 3824 working formulas.

Format
PDF guide + Excel tracker
Length
26-page guide
Download size
124 KB (.zip)
What you get
Time Budget & Billable Utilization Dashboard Guide (PDF, 26 pages), Time Budget & Billable Utilization Dashboard Tracker (Excel, 11 sheets), read-me-first guide
Licence
Single-user licence. Team and organisation licences are described in the Terms.
Downloads
Unlimited
Link validity
No expiry

Written for a US context: dollar amounts, US-style dates, and US consumer-finance conventions such as APR. Page, sheet and formula counts above are read directly from the delivered files.

Sold to customers outside the European Union. EU billing addresses cannot be accepted at checkout.

Description

See how much capacity is truly available, how much time is billable and where planned hours are being lost.

Built for solo professionals and small delivery teams. A busy calendar does not reveal how much capacity becomes billable work. Separate available time, whole-month commitments, actual work through a fixed as-of date and documented billed-fee allocations before accepting more delivery work.

This is a complete system to review billable utilization and keep the work under control: a
26-page guide that walks through the method, and a
11-sheet tracker that does the counting for you.

Who this is for

Solo professionals and small delivery teams.

The guide

A guide to the method: who it is for and who it is not, setup, every sheet and column defined, a complete worked example built on the demo data that ships in the file, the weekly routine, decision rules, common mistakes and troubleshooting.

The tracker

Sheets for Settings, Team Capacity, Time Log, Billable Targets, Utilization, Realization, Workload, Monthly Trend and Weekly Review, with a Start Here page and a Dashboard that blocks invalid inputs, surfaces impossible targets and individual overload, distinguishes pending billing from zero realization and gives a concrete next action. 3824 formulas calculate as you fill it in, so
you are reading results rather than building a spreadsheet.

What you get

  • 26-page PDF guide (6,869 words)
  • 11-sheet Excel tracker with 3824 formulas,
    Excel-format .xlsx, recalculated and mutation-tested in LibreOffice Calc. Microsoft Excel desktop and Google Sheets import were not verified; all formulas are visible and unlocked, with no macros or external connections
  • Read-me-first guide so you know where to start
  • Instant download, 124 KB, yours to keep

What this is not

Internal management planning only, not legal, tax, accounting, medical, investment or security advice. Consult qualified professionals for specialist questions. One reference rate and one currency; fixed ranges do not auto-expand. Full-month targets are not prorated to as-of. Billable plan shortfall is not automatically lost time or revenue. Realization uses fees allocated to the work performed, not cash or accounting revenue. No timers, calendar integration, automatic scheduling, invoicing, payroll or outcome guarantees.