Staff Performance & Capacity Planner — Excel Template
Track staff utilization, output and performance — built for accounting and professional service firms
S$25.00
Who is this for?
Accounting firms, audit firms and professional service practices managing a team of staff across multiple client engagements.
What does it do?
This Excel template gives you a complete system to track your team's workload, output and performance — all in one file. No more spreadsheets cobbled together. No more guessing who is over-allocated.
What's inside:
📋 Portfolio — A master list or your clients. Assign every client to a PIC and up to 4 team members. Fees and expected days split automatically.
📊 Dashboard — See each staff member's utilization %, revenue generated and performance ratio. Color coded red, yellow and green automatically.
🧾 Billing — Log invoices and actual billed amounts update your portfolio automatically.
⚙️ Setup — Enter your firm name, billing entities and staff list once. Everything else flows from here.
📖 How To Use — Step by step guide built into the template. No manual needed.
Key features:
— Supports unlimited clients and up to 30 staff members
— Utilization tracking with automatic color coding (red over 100%, yellow 80-100%, green under 80%)
— Performance ratio, revenue vs time cost — so you know who is truly profitable
— PIC + up to 4 members per client with equal fee and time split
— Actual billed auto-updates to Portfolio tab — no double entry
— Works in Microsoft Excel and Google Sheets
— Yellow cells = your input. Green cells = auto-calculated. Nothing to break.
Instant download. One-time payment. No subscription.
Questions? templates@getbookjobs.com
