What it is
Partners need a few numbers every month: how much work was billed, how much of the time was chargeable, how fast cash comes in and how much is tied up. The dashboard computes them from twelve months of firm inputs.
Enter fees billed and collected, standard value, chargeable and available hours, operating expenses, receivables, WIP, FTEs, clients and departures. The dashboard shows ten indicators by month and for the year to date, with your targets, the better direction and an On target or Off target status.
When to use it
- Monthly partner meetings.
- Annual planning and target setting.
- Reviewing the effect of pricing or staffing changes.
What’s inside
- Inputs tab with 14 monthly measures
- Ten indicators by month and year to date
- Target, direction and status columns
- Tie-out of year-to-date billings to monthly inputs
Standard cited
This template follows Firm practice. It is written in our own words, except for phrases the standard requires the document to contain, with [bracketed placeholders] for client details, amounts in USD and dates as MM/DD/YYYY. Check it against the current standard and your firm’s methodology before use.
Questions
What is lock-up?
Days in receivables plus days in WIP: how long, on average, between doing work and collecting for it.
How are indicators annualized?
Revenue per FTE and turnover are scaled from the months you have filled in.
Are there targets?
No. Targets are yours.
Related templates
- WIP and Billing Tracker (Excel)
- Engagement Profitability and Realization Analysis (Excel)
- Staff Utilization and Realization Tracker (Excel)
- Financial Ratio Analysis Workbook
Last updated 11/05/2026. All free templates.