Budget icon

Understand employee efficiency and client profitability.

Cover image of the 'undefined' workbook

This workbook helps answer the following questions about your firm:

  1. Where am I tracking this month in billable hours vs. plan?
  2. Which clients are causing me to be over budget and are potentially not profitable?
  3. Which employees have the highest productivity and which have unlocked capacity?

About the Budget workbook

The Budget workbook gives you visibility to answer critical questions around employee efficiency and client profitability.

It helps identify potential reasons your work has gone over budget by allowing you to track budgets as the work progresses or after it’s complete.

You can drill down from the client or employee level, down to the individual work items or budgets themselves. By doing so, you can identify efficiencies and plan accordingly.

See the Workbook in action

Related Workbooks

Email icon
Time icon
Work Outstanding icon
Work Status icon
Repeating Work icon
Work-In-Progress (WIP) icon