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Client Health Tracking Excel: AR Aging Report & Staff Utilization Dashboard
Track client health fast Open the bookkeeping KPI dashboard and see client health, AR aging, and staff utilization in one clean sheet. Built for Excel or Google Sheets, it uses simple tables and color-coded status cells, so you...
What this system is designed to do
Know exactly what you are buying.
Review the workflow, included components, file requirements, and delivery details before checkout.
Track client health fast
Open the bookkeeping KPI dashboard and see client health, AR aging, and staff utilization in one clean sheet. Built for Excel or Google Sheets, it uses simple tables and color-coded status cells, so you can spot overdue invoices, thin workloads, or a slipping account before it snowballs.
See the numbers by week
Drop in your data and watch the charts update with weekly trends, aging buckets, and utilization rates. The layout keeps key bookkeeping KPIs close together, which helps when you're checking who still owes, which clients need attention, and where your team has open capacity.
Use it in real reviews
At month-end or during a quick client check-in, you can filter by account, compare staff hours, and review AR without digging through tabs. It's set up for fast editing, clear labels, and easy sharing, whether you work in Excel on desktop or pass the file around in Google Sheets.
A structured starting point for the workflow described in this product.
Review the included instructions and listing details before use.
Replace sample information with the data relevant to your operation.
Compatibility and requirements
Compatibility varies by product. Review the listing description and included documentation before purchasing. Macro-enabled Excel files may require the desktop version of Microsoft Excel and may not function in Google Sheets or Excel Online.
Digital delivery
This is a digital product. No physical item ships. Access instructions are provided after checkout.
Important purchase information
Because this is a digital product, review the product description and compatibility requirements carefully before purchasing. Contact support with questions.