Accounting Firms KPI Dashboard in Excel

Download your Accounting Firms KPI Dashboard Template (Excel) now ➡️ https://nextgentemplates.com/product/...

In this demo, we’ll walk you through how our Accounting Firms KPI Dashboard in Excel provides accounting firms, finance managers, and leadership teams with a clear, visual lens on performance metrics — from client billing to utilization, revenue growth, and efficiency.

📊 What it is:
A ready-to-use Excel dashboard built for accounting firms, integrating key metrics like billable hours, realization rate, client retention, revenue per partner, and cost ratios into one dynamic view.

✨ Key features & benefits:
 ✅ Dashboard view with KPI cards, trend charts & variance visuals
 📈 Monitor metrics like utilization rate, realization, billing accuracy, client growth
 ⚠ Conditional formatting to highlight deviations or underperformance
 🔄 Input sheets feed the dashboard automatically
 🛠 Fully editable — tweak metrics, thresholds, layout to match your firm’s model

🎯 Why you should download it:
 • Replace scattered spreadsheets with one unified performance tool
 • Spot inefficiencies, underutilization or revenue gaps early
 • Present clean, data-driven reporting to partners & stakeholders
 • Save time building your own accounting KPI system from scratch

Questions on customizing it for your practice size, service lines or region? Leave a comment — I’d be glad to help!
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