Tracker dashboards

Job tracker firmsFor: Partner

Pivot sheets of fee estimates by month and status.

Dashboards under the tracker holds its pivot sheets: Dashboard, All Accountants - Overview, Work By Accountant, Work By Manager, Work By Partner and more.

The tracker Dashboard: Sum of CY Fee Estimate with filters End of Month, Status, Row Labels and Column Labels, a bar chart by job type, and a table by job type and accountant against partner. — The Dashboard pivot.

Each sheet adds up the current year’s fee estimates.
Change the filters at the top, such as End of Month and Status, and which fields are the Row Labels and Column Labels, as in a spreadsheet pivot.
Press a group’s box to fold its rows away.