What's inside:
Automated Utilization Rate, Variance vs. target, and RAG status per person, per period
A live dashboard ranking every person/period entry by utilization, plus team average and below-target counts
A built-in warning that very high utilization can be its own burnout signal, not just good news — paired with guidance on when to check workload alongside it
Editable target utilization and standard capacity so it fits your team's real numbers
Full instructions, the standard Utilization Rate formula explained, and sample data included
Built for agency owners, consulting firm principals, and professional services operations leads who need to know their true billable efficiency before it shows up as a margin surprise.
Format: Excel (.xlsx) — fully editable, works in Excel, Google Sheets, and most spreadsheet apps. Tracks your whole team across multiple periods in one file.
Utilization & Billability Tracker
Your File
Instant Access: After completing your purchase, you’ll receive a download link on the thank you page—so you can start reading immediately!
Emailed Backup Link: You’ll also receive an email with your download link, valid for 30 days. Be sure to save your file before the link expires! If you don’t see the email, check your spam or promotions folder.
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