Firm Dashboard

Utilization this week

Billable hours ÷ capacity · target 75% ▏ marker = target

Projects at risk

Over budget, past due, or thin margin

Engagement profitability

Revenue vs. cost · realized margin

Where the week went

Billable vs. non-billable & hours by service line

Drag cards between columns to change status, or click a card to open it and log time.

Engagements

+ New engagement

Every engagement rolls up to a client. Retainer accrues WIP · Hourly bills as worked. Expected = the fee/hours you set with the client.

Client / Engagement	Type	Billing	Status	Hours vs. expected	Expected fee	WIP / Ready	Due

Timesheet for

‹ This week ›

+ Add time

Hours by client

This week ·

Hours by billable engagement

billable  internal

Entries this week

Date	Client	Engagement / Task	Type	Hours	Value

Team & capacity

+ Add teammate

Booked vs. available hours this week, utilization, and effective rate.

Person	Role	Capacity used	Util %	Billable hrs	Eff. rate

Forward capacity · next 4 weeks

Planned load = remaining hours on open tasks, by due week

Utilization trend

Last 6 months · billable ÷ capacity

WIP & realization trend

WIP $k (bars) · realization % (line)

Invoices

Click an invoice to mark sent / paid

Invoice	Client	Status	Amount	Age

A/R aging

Outstanding by bucket

Realization by engagement

Billed at engagement rates ÷ standard-rate value