Excel

Excel

Agency Year-End Checklist

An agency year end is mostly cut-off. A free checklist covering the WIP cut, the accruals, the people decisions and…
team
Excel

Utilisation, Rates and Recovery

Hours times rate times the share that bills. Eight chapters on defining utilisation honestly, costing an hour, building the card,…
team
Excel

Retainers That Do Not Eat You

A retainer is sold as outcomes and delivered in hours. Eight chapters on scoping, metering, reporting and renewing so the…
team
Excel

New Business Pipeline Tracker

A pipeline is not a mood. A free tracker that attaches the pitch cost to every opportunity and shows what…
team
Excel

Capacity and Utilisation Planner

Averages hide people. A free weekly planner tracking available, billable and billed hours per fee-earner against target, with the shortfall…
team
Excel

Project P and L Tracker

Overburn caught alive is a change order. A free tracker showing fee, hours burned at cost, margin and overburn for…
team
Excel

Rate Card Builder

A rate card should be a formula, not a tradition. Build day rates by seniority from loaded salary, overhead, utilisation…
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