Billing & Collection Realisation Template
Standard value from hours and rate per fee earner per month, billing and collection realisation, effective rate, write-offs and a ranking.
Billing & Collection Realisation Template is a free Excel workbook: 4 sheets, 632 live formulas and realistic sample data throughout, 21 KB as .xlsx.
The formulas are printed on this page, unedited, so you can check the method before downloading anything. Swap in your own numbers and the whole file recalculates — which is the part no chat window can hand you. Opens in Excel, Google Sheets, Numbers and LibreOffice; no add-in and no macro.
A look inside
This is a real slice of the Monthly sheet from the actual file — not a screenshot, and not a mock-up. Cells shown in violet are live formulas, exactly as they arrive.
| # | Month | Fee earner | Recorded hrs | Billed | Collected | Standard rate | Standard value |
|---|---|---|---|---|---|---|---|
| 2 | 2026-04-01 00:00:00 | A. Khan | 106.50 | £42,632 | £40,281 | =INDEX('Fee earners'!$C$2:$C$11,MATCH(B2,'Fe… | =C2*F2 |
| 3 | 2026-04-01 00:00:00 | R. Mercer | 72.80 | £30,430 | £26,625 | =INDEX('Fee earners'!$C$2:$C$11,MATCH(B3,'Fe… | =C3*F3 |
| 4 | 2026-04-01 00:00:00 | S. Oyelaran | 124.20 | £30,869 | £26,822 | =INDEX('Fee earners'!$C$2:$C$11,MATCH(B4,'Fe… | =C4*F4 |
| 5 | 2026-04-01 00:00:00 | H. Adebayo | 105.60 | £29,197 | £27,600 | =INDEX('Fee earners'!$C$2:$C$11,MATCH(B5,'Fe… | =C5*F5 |
| 6 | 2026-04-01 00:00:00 | J. Whitfield | 125.80 | £32,298 | £29,603 | =INDEX('Fee earners'!$C$2:$C$11,MATCH(B6,'Fe… | =C6*F6 |
| 7 | 2026-04-01 00:00:00 | M. Doyle | 111.10 | £23,993 | £21,728 | =INDEX('Fee earners'!$C$2:$C$11,MATCH(B7,'Fe… | =C7*F7 |
| 8 | 2026-04-01 00:00:00 | E. Farrow | 106.30 | £22,716 | £18,225 | =INDEX('Fee earners'!$C$2:$C$11,MATCH(B8,'Fe… | =C8*F8 |
| 9 | 2026-04-01 00:00:00 | L. Chen | 102.90 | £12,114 | £11,353 | =INDEX('Fee earners'!$C$2:$C$11,MATCH(B9,'Fe… | =C9*F9 |
What’s in the file
What it explains
- Two realisation rates, two different problems
- Effective rate is the number the accounts see
- Hours against target is the third leak
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<a href="https://www.datahubpro.co.uk/excel-templates/legal-billing-realisation">Billing & Collection Realisation Template</a> — free Excel template from DataHub Pro
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