Agency & Consulting Team Billable Utilization %, Bench Cost & Capacity Model
Log monthly capacity, PTO and billable hours per consultant to get utilization %, realization, bench cost, margin and a 3-month bench forecast.
What This Workbook Does
Monthly hours log: available hours = capacity minus PTO minus holidays; utilization % = billable hours / available hours, with unlogged hours shown
Role rate card with a standard rate and target utilization per role; actual utilization and the gap to target are calculated by role
Bench cost: hours below the role's target utilization x the consultant's loaded hourly cost (salary + burden / annual hours)
Realization rate: billed amount divided by billable hours x standard rate, which shows discounts and fixed-fee over-servicing
Margin per consultant-month: billed amount minus loaded cost of the capacity paid for, with margin % against your target
Utilization by practice and by month, plus company totals for billed amount, realization, margin and bench cost
Bench forecast: project assignments with allocation % give each consultant's free % and free hours for the next three months and an availability status
Dashboard with utilization, realization, margin %, bench cost and next-month free hours
Worksheets Included
9 TabsUniversal Windows & Mac support with dynamic arrays
Runs in browser on office.com with free Microsoft account
Pure .xlsx formulas. Never blocked by corporate IT antivirus
Receive both a clean blank file and pre-filled sample rows
Frequently Asked Questions
Does this template require enabling macros or VBA code?
No. All Datasheetly templates are 100% macro-free (.xlsx). They rely on native modern Excel formulas (XLOOKUP, SUMIFS, LET), never trigger antivirus blocks, and are completely safe for corporate computers.
Are there any recurring subscriptions or extra fees?
None whatsoever. You make a single one-time payment of $9 and own the DRM-free Excel workbook files forever. No monthly recurring charges, no per-seat fees, and no cloud lock-in.
What software versions are required to run this workbook?
Datasheetly workbooks are engineered for modern Microsoft Excel: Microsoft 365 (Windows & Mac), Microsoft Excel 2021+, and Excel for Web (free online via office.com with any Microsoft account). Because our models leverage modern dynamic array formulas (LET, XLOOKUP, FILTER, SUMIFS) and native Excel structured tables, they are designed exclusively for Excel. Older legacy releases (Excel 2019/2016) and third-party spreadsheet viewers do not support these modern formula engines.
Do I receive clean blank files for my company data?
Yes! In your download vault, you receive two separate workbooks: a Sample Data Workbook (with realistic pre-filled rows to inspect formulas) and a Clean Blank Workbook (with all formulas and formats ready for your live data).
What if the template doesn't meet my business needs?
Every purchase is backed by our 30-Day Defect & Satisfaction Guarantee. If any formula fails or the template does not perform as documented, simply contact support for an immediate resolution or refund.
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Datasheetly spreadsheet workbooks and templates are operational productivity calculation tools provided for informational purposes only. They do not constitute certified public accounting (CPA), legal, tax, or medical advice. Templates are not certified or intended for the storage of protected health information (PHI) under HIPAA regulations or fiduciary client trust accounts without independent compliance review. Users are advised to review all financial and operational outputs with a licensed CPA, attorney, or qualified professional before taking formal financial or operational actions.