Management Dashboard 2026

Title
⚠ No WIP data loaded. Go to WIP Upload to load the CY Data Dump.
Billable Hours by Staff — Actual vs Goal · % of Target
Utilization by Staff — Goal vs WIP · Billable & Non-Billable Hrs
Net Production by Staff — 2025$ Goal vs WIP Net · Realization%
Billable Hours by Title — Goal vs Actual · % of Target
Production by Title — Full Billings vs Net Production · Realization%

Individual Summary

Detail per staff member

Goal Sheet 2026

Header / Editable inputs Formula columns (auto-calc) WIP actuals (from upload) Prior Year Weekly Goals & Actuals
Global Inputs
Row 3 of Excel — affects all formula columns

WIP Data Upload

Upload WIP reports to refresh all actuals on the Dashboard
Upload the files exported from your accounting system. The parser reads the "Name Subtotal: PTD" rows automatically.
CY Data Dump → populates all actuals (Billable Hrs, Gross Prod, Net Prod, Billings, Standard Rate).
Net Production formula: Billings + (BillableHrs − BilledHrs) × StandardRate
Files must be .xlsx with the same structure as the CCH WIP Productivity report.
Current Year — CY Data Dump (REQUIRED)
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WIP Report — CY Data Dump
Click or drag .xlsx here
Prior Year YTD — PY YTD Data Dump
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WIP Report — PY YTD Data Dump
Click or drag .xlsx here
Prior Year Full — PY Data Dump
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WIP Report — PY Full Year Data Dump
Click or drag .xlsx here
Upload Status
No files loaded yet.
Start with the CY Data Dump to see actuals.
Prior Year Goal Sheet — 2025 Budget Data
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Goal Sheet — PY (2025)
Click or drag .xlsx here · populates the ${REPORT_YEAR-1} Goal tab budget columns
Expected columns The parser looks for these headers in your goal sheet Excel:
  • Name (Last, First)
  • Billable Hours / Bill Hrs
  • Non-Bill Hours / Non-Billable
  • Hourly Rate / Rate
  • Realization % / Real
  • Net Production Goal / $ Goal
  • Full Billings / Gross

Year Comparison

Prior year actuals vs budget, compared to current year budget and YTD actuals
Name Selection