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Data consultancy

Glenhallow Mill Data · Data consultancy · Madison, WI

Calla Birkeland is the principal at Glenhallow Mill Data, a data analytics consultancy in Madison, and she uses this to bill each engagement and chase the invoices that are still unpaid, month by month and client by client.

Software and ITBillingDrill-down4 tables · 6 views · 1 form · 2 dimension sets · 2 drill-downs · 1 digest · 1 notification · 1 agent
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Billing board

Invoices
Draft3
GM-5106Fleet utilisation dashboardsPinebrook Freight Lines
GM-5117Cooperative warehouse moveSorrel Creek Dairy Cooperative
GM-5127Branch scorecardsHarrowgate Cooperative Credit Union
Sent8
GM-5113Outfitters monthly numbersBriarwick Outdoor Outfitters
GM-5114Outfitters monthly numbersBriarwick Outdoor Outfitters
GM-5116Cooperative warehouse moveSorrel Creek Dairy Cooperative
GM-5118Title order dashboardsMaplecross Title Company
GM-5119Title order dashboardsMaplecross Title Company
3 more
Partly paid2
GM-5105Fleet utilisation dashboardsPinebrook Freight Lines
GM-5112Outfitters monthly numbersBriarwick Outdoor Outfitters
Paid16
GM-5101Member churn pipelineHarrowgate Cooperative Credit Union
GM-5102Member churn pipelineHarrowgate Cooperative Credit Union
GM-5103Member churn pipelineHarrowgate Cooperative Credit Union
GM-5104Fleet utilisation dashboardsPinebrook Freight Lines
GM-5107Donor records auditLowrie County Hospital Auxiliary
11 more

Tables

Invoices

29 sample rows · 11 columns

Every invoice raised against an engagement: when it went out, when it is due, what has been paid and what is still owed.

Invoice numberEngagementClientInvoice forIssued onDue onLast payment on
GM-5114Outfitters monthly numbersBriarwick Outdoor OutfittersMonthlyOct 4, 2026Nov 3, 2026—
GM-5125Dairy yield monthly numbersSorrel Creek Dairy CooperativeMonthlyOct 3, 2026Nov 2, 2026—
GM-5119Title order dashboardsMaplecross Title CompanyMilestoneSep 30, 2026Oct 30, 2026—
GM-5129Freight rate auditPinebrook Freight LinesFinalSep 19, 2026Oct 19, 2026—
GM-5103Member churn pipelineHarrowgate Cooperative Credit UnionFinalSep 13, 2026Oct 13, 2026Oct 3, 2026
GM-5113Outfitters monthly numbersBriarwick Outdoor OutfittersMonthlySep 5, 2026Oct 5, 2026—
GM-5124Dairy yield monthly numbersSorrel Creek Dairy CooperativeMonthlySep 5, 2026Oct 5, 2026—
GM-5126Branch scorecardsHarrowgate Cooperative Credit UnionDepositSep 5, 2026Oct 5, 2026Sep 20, 2026
GM-5116Cooperative warehouse moveSorrel Creek Dairy CooperativeMilestoneAug 26, 2026Sep 25, 2026—
GM-5118Title order dashboardsMaplecross Title CompanyDepositAug 21, 2026Sep 20, 2026—
GM-5105Fleet utilisation dashboardsPinebrook Freight LinesMilestoneAug 14, 2026Sep 13, 2026—
GM-5108Donor records auditLowrie County Hospital AuxiliaryFinalAug 8, 2026Sep 7, 2026Aug 26, 2026

17 more rows

Engagements

9 sample rows · 12 columns

Each piece of client work with its dates, its fee and how much has been billed against it.

EngagementClientKind of workBilled asStarts onEnds onFee
Branch scorecardsHarrowgate Cooperative Credit UnionDashboard rolloutFixed feeSep 5, 2026Nov 19, 2026$18,000
Title order dashboardsMaplecross Title CompanyDashboard rolloutFixed feeAug 21, 2026Nov 14, 2026$21,000
Freight rate auditPinebrook Freight LinesData auditFixed feeAug 6, 2026Sep 20, 2026$12,500
Cooperative warehouse moveSorrel Creek Dairy CooperativeWarehouse migrationFixed feeJul 7, 2026Dec 4, 2026$62,000
Donor records auditLowrie County Hospital AuxiliaryData auditFixed feeJun 27, 2026Aug 6, 2026$9,500
Fleet utilisation dashboardsPinebrook Freight LinesDashboard rolloutFixed feeJun 7, 2026Nov 4, 2026$36,000
Member churn pipelineHarrowgate Cooperative Credit UnionPipeline buildFixed feeMay 8, 2026Sep 15, 2026$48,000
Outfitters monthly numbersBriarwick Outdoor OutfittersMonthly analyticsMonthly retainerApr 8, 2026Apr 3, 2027$4,200
Dairy yield monthly numbersSorrel Creek Dairy CooperativeMonthly analyticsMonthly retainerMar 19, 2026Jan 13, 2027$3,600

Clients

6 sample rows · 6 columns

The companies the consultancy bills, with the person who pays.

ClientBilling contactPhoneEmailEngagements
Briarwick Outdoor OutfittersCasper Yamamoto-Rees(608) 555-0123casper.yamamotorees@briarwickoutfitters.comOutfitters monthly numbers
Harrowgate Cooperative Credit UnionWinifred Ostrowski-Bell(608) 555-0120winifred.ostrowskibell@harrowgatecreditunion.orgMember churn pipeline, Branch scorecards
Lowrie County Hospital AuxiliaryFionnuala Pretorius-Day(608) 555-0122fionnuala.pretoriusday@lowriecountyauxiliary.orgDonor records audit
Maplecross Title CompanyLucan Abernethy-Osei(608) 555-0125lucan.abernethyosei@maplecrosstitle.comTitle order dashboards
Pinebrook Freight LinesAmbrose Tcheng-Larkin(608) 555-0121ambrose.tchenglarkin@pinebrookfreightlines.comFleet utilisation dashboards, Freight rate audit
Sorrel Creek Dairy CooperativeOriel Hartigan-Mensah(608) 555-0124oriel.hartiganmensah@sorrelcreekdairycoop.comCooperative warehouse move, Dairy yield monthly numbers

Forms and booking

Draft an invoice

Form
Draft an invoiceThe sheet the project manager fills in when a milestone is reached and an invoice needs raising.
What number is on the invoice? *Looks like GM-5114.
Which engagement is it for? *
Which client pays it? *
What is it billing for? *DepositMilestoneMonthlyFinal
What is the invoice total? *
How much of it is unpaid today?
Save the draft

Also included

  • Invoices by month and statusDrill-down
  • Who owes what, by clientDrill-down
  • Friday unpaid invoicesDigest
  • Invoice falls due soonNotificationPrompts the project manager ahead of a due day, so the polite reminder lands before the deadline does.

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