Consultant Tracker and Ranking Template

The idea here is to create a somewhat "competitive environment" in your firm as well as accountability tracking among your consultants / employees. This Excel template is very easy to use, has no macros to worry about, and offers straight forward analysis within a 52-week time-frame.



Free with the purchase of any other template, just email me. It is also included in this HR Tool template bundle.


What you get:
  • 52-week annual pace for billable hours
  • Total hours in the period by consultant
  • Average weekly hours in the period
  • Ranking 1 - 100 of billable hours based on average weekly hours
  • Visual to show the top 25 consultants
  • Hours by client per consultant
  • Current function for 100 consultants and up to 100 clients
The use of this Excel performance tracking / management tool is designed to be really easy. Each week you can enter the hours, week #, employee, and customer reference. All of those fields are controlled in one spot and they propagate throughout the tracking system when changed.

Note that there is a lot of options and flexibility if you need something built from this that fits your specific situation. For that, I simply charge my $40/hr rate on top of the purchase price of the model.