MS-Excel Templates

Professional Services & Consultant Billing Timesheet Excel Template

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SKU:
MW008
Availability:
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  • Professional services and projects Excel input timesheet
  • Menu Professional Services Timesheet & Analysis
  • Hours/Billing  Value by Client by Month by Project by Activity
  • Hours Billed by Activity by Client by Month
  • Breakdown % of Billing Hours by Client by Month
  • Client Billing by Project by Month
  • Professional services and projects Excel timesheet input table/log
  • Excel Slicer Example
  • Client Billing by Project by Month
  • Percentage Breakdown of Total Billable Hours by Activity by Month
$19.95

Description

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Professional Services & Consultant Time Tracking and Billing Timesheet Excel Template

This Excel-based billing and time sheet application calculates the hours worked by client, project, activity, employee, and department in a typical Professional Services or Consultants Practice.
It differentiates between billable and non-billable hours,ensuring accurate billing to reduce errors and discrepancies. 
Standard billing rates are used by default and can be overridden by a special rate for any specific task, project, or client.
Actual hours are calculated from start and end times entered in the employee’s timesheet, allowing for accurate tracking of hours worked and billable status. Using a Consultant timesheet template can improve accuracy, transparency, and cost management.
Values are then calculated for all billable hours and can be segmented by client, by project, and by activity.
Timesheet totals are calculated for Hours Worked, Billable Hours and Value.
A user-friendly print format, suitable for approval sign-off, and PDF format, suitable for electronic distribution and filing, are produced.
The weekly timesheet can be added to the cumulative project hours from previous weeks.
The cumulative hours and billing values over the life of projects are then analyzed and an extensive range of charts, graphs and tables are produced. (Click on images above).
All reports feature drilldown and summarize facilities using standard Excel Dashboard features.
Only standard Excel features are used.
The system can be customized and extended within Excel
 as there are no restrictions or password protected components.

Key Features of the Consultant/Professional Services Time Tracking and Billing Template 

Billing and Timesheet Features

The Professional Services billing and timesheet Excel template incorporates the following features:

  • Records Employee name, Dept., Staff No., Date, Week No., and Standard Billing Rate.
  • Records time worked by Date, Client, Project No., and Activity Code to accurately track client time, billing and hours worked
  • Actual hours are calculated from start and end times entered.
  • Time can be designated as billable (default) or non-billable.
  • Standard billing rates used as default can be overridden by a special billing rate for any specific task.
  • Billing values are calculated for all billable hours.
  • Totals are calculated for Hours Worked, Billable Hours and Billings Value
  • Calculates and displays the Total Billable and Non-Billable Hours and Total Hours worked in the week.
  • Produces user-friendly print format and PDF for electronic distribution and filing.
  • Facilitates signature and approval signoff.

There are two versions of the product to facilitate the way you collect and manage your services time and billing data. You get both versions. One provides the facility for each employee to enter their data via weekly timesheet, the other allows data to be entered into a group table/log, typically centrally. Both provide the same features and analysis.

Accurate Tracking, Analysis & Reporting Features

The weekly timesheet can be added to the cumulative project hours from previous weeks.
A comprehensive range of reports and charts are then produced. Click on the images above to enlarge.
The analysis includes:

  • Billable Hours and Value by Client, Month(s), Project and Activity
  • Client Billing by Project by Month(s) Chart
  • Percentage Breakdown of Billing by Client Pie Chart
  • Total Billing by Client Chart
  • Billable Hours by Activity Pie Chart
  • Activity Hours and Billable Value by Client
  • Uses only standard Excel features,
  • Fully customizable Excel template
  • Simple to setup – if you have Excel, you are ready to go!
  • Comprehensive User Guide 
  • Outstanding customer service and support -- just check out what our customers say
  • Scroll down to check our customer product reviews below!
  • No Quibble Money Back Guarantee

All reports feature drilldown and summarize facilities as depicted in the images above using Excel Dashboard/Slicer features.
All analysis can be further segmented by department and employee.
 

Professional Services Administration Management Package

Professional Services profitability requires excellent administration services to ensure that all revenue is tracked, and the associated costs are clearly identified and managed. 

Check out our Professional Services Administration Management package.
Our Professional Services Administration Management package consists of:

The package is offered at a 33% discount on the individual items pricing.

Other Similar Products

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Need Something Different

If the features of the Excel Professional Services Billing template are not exactly what you need please contact us and we will see if we can meet your needs.

No Quibble Money Back Guarantee

If you are not sure that our template is right for you, before purchasing, check out the Excel Billing Timesheet Templates for Professional Services / Projects User Guide for full details of the comprehensive list of features and the ease-of-use that allows you to get started right away!
Still not sure, all our products come with a NO QUIBBLE 14-DAY MONEY BACK GUARANTEE

Security and Payment

The site is fully protected using the industry leading Geo-Trust SSL security system.
Payments via all major credit cards, Apple Pay and Google Pay are processed using Stripe payment processing and we also accept PayPal payments.
Once payment is processed, the items purchased can be downloaded immediately.

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Warranty Information

14-day no quibble money back guarantee
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4 Reviews

  • 5

    Great spreadhseet

    Posted by Keile Johns on 28th Mar 2019

    Just what we needed and was able to implement into our business within a day or two. Well-constructed, no fuss, easy to use. Thanks

  • 5

    Professional Services Billing Timesheet Excel Template

    Posted by Amy Seipp on 15th Aug 2018

    After much searching on-line for an affordable billing tracking solution, I came across The Business Tools Store. Their help in customizing the template for my exact needs was fabulous. Even with a considerable time zone difference (I'm in the US), they were prompt to respond and very patient with all my questions. I will definitely be purchasing more spreadsheets. This saved me so much time vs. me building from scratch. Kudos for a great product and stellar customer service!

  • 5

    More than I expected!

    Posted by Liz Martin on 27th Sep 2016

    I was delighted to find that the timesheet template was a lot more than just the timesheet itself - great value in terms of the hours I would have had to spend just to set up even a basic version. Thanks to the team for their prompt help with my customisation queries - great service.

  • 5

    Problem Solved Thank You

    Posted by Don Gilfoyle on 4th Mar 2015

    Many thanks for your prompt reply And really positive conclusion to my problem It is my intention to look at other products on your site & buy more if I can use them They are priced right & your customer care is demonstrably excellent. Best wishes Don

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