Identify your top 3 revenue-generating practice areas in under 5 minutes each week and spot slow areas before they hurt your quarterly numbers.
~1 hr
Saved / wk
Easy
Setup
No AI
AI
Connect your time-tracking tool to your accounting software and a live spreadsheet so every hour logged flows into a single revenue view. You see exactly which practice areas—litigation, contracts, family law—generate the most income each week without digging through reports. The dashboard updates every time an invoice is created or paid.
~1 hr
Saved / Week
Easy to set up
Setup Complexity
No AI involved
AI Status
Step 1: Connect Harvest to Google Sheets using Make so every approved timesheet entry is logged as a new row with client, matter, and hours.
Step 2: Add a column formula to calculate revenue per entry using your standard billing rates from a reference sheet.
Step 3: Build a pivot table in Google Sheets grouped by practice area, then link it to a Looker Studio dashboard you share with partners each Monday.
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See PlansGoogle Sheets is a great fit for any small business that needs to track data, build reports, or collaborate on numbers without paying for extra software. You get a full-featured spreadsheet in your browser, on your phone, or on your tablet — no installation needed. Your whole team can work in the same file at the same time, and every change is saved automatically with a full version history. It connects with tools you likely already use, like Salesforce, Asana, and QuickBooks, and it opens and edits Excel files without a hitch.
Visual workflow automation connecting 3,000+ business apps. Build multi-step automations with branching logic, data transformation, and error handling — all by dragging and dropping on a visual canvas. Formerly Integromat. Free: 1,000 credits/month. Core: $9/month. Pro: $16/month. SOC 2 and GDPR compliant.
Looker Studio is best for small business owners who already use Google Analytics, Google Ads, or Google Sheets and want to turn that data into clear, visual dashboards. It's a free web-based tool that lets you pull data from dozens of sources and build reports you can share with your team or clients. You don't need to know how to code — drag-and-drop controls make it approachable for non-technical users. The catch is that getting data from non-Google sources often requires paid third-party connectors.
