Law Firm Financial & KPI Dashboard (Excel Template)

**Run your law firm's numbers the way managing partners actually think about them.**

This 12-month Excel model turns billable hours, realization, and collections into a

live financial picture — revenue, expenses, profit per partner, and the KPIs that

actually drive a firm's bottom line. Built for solo practitioners, small firms, and

practice-group leaders who want a real financial model, not a generic budget template.

**What's inside:**

• Firm-wide Assumptions sheet — headcounts, billing rates, target utilization,

realization, and collection rates, plus your monthly overhead budget.

• Timekeeper Billing sheet — monthly billable hours by role, rolled up into fees at

standard rates, fees billed, and fees collected.

• Expenses sheet — a full monthly operating expense budget by category.
• Consolidated P&L — monthly income statement with Profit-per-Partner (PPP),

calculated automatically from your inputs.

• KPI Dashboard — live scorecards and charts for utilization rate, realization rate,

collection rate, revenue per lawyer, overhead ratio, and monthly trends.

• Accounts Receivable Aging — a roll forward with an aging-bucket breakdown.

**Who it's for:**

Managing partners, firm administrators, and solo attorneys who want to see

utilization, realization, and collections in one place instead of three different

reports — and who want profit-per-partner to update automatically as the year's

numbers come in.

**Format:**

One Excel workbook (.xlsx), fully formula-driven — every chart and KPI recalculates

the moment you change an input. Color-coded cells show you exactly what to edit

(amber) versus what's a formula (everything else). A PDF reference copy is included.

No macros, no add-ins required — works in Excel 2016 and later, and in Google Sheets

after upload.