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OT Productivity and Practice Dashboard

An OT productivity dashboard built on your own target, with counts and percentages kept off the same axis. It opens in Microsoft Excel and in Google Sheets, has no macros and nothing to install, and is yours to reuse as often as you like.

What you get

You set the productivity target, not us
One row a month turns visits into a number
Counts and percentages never share an axis
Last 12 COMPLETE months, never a part one
Printable monthly report, print area set
Opens in Excel and in Google Sheets

$13.99one-time, no subscription

Buy on Etsy

Instant digital download · one-time purchase · no subscription

OT Productivity and Practice Dashboard — the workbook open in Excel

What it does

You set the productivity target, not us
One row a month turns visits into a number
Counts and percentages never share an axis
Last 12 COMPLETE months, never a part one
Printable monthly report, print area set
Referral sources and cancellations tracked

What it looks like

OT Productivity and Practice Dashboard screenshot

Every tab in the workbook

These are the actual sheet names in the file, not a feature list.

Dashboard
Productivity
Visits
KPIs
Monthly Report
Referrals
Caseload
Setup
About & Disclaimer

Works in

Microsoft Excel 2016 or later, Windows and Mac
Google Sheets — upload to Drive and open
No macros, no add-ins, no subscription

Honest scope

This is an organizational template. It reports the data you enter. It does not determine mastery, eligibility or compliance, and it does not replace your district or clinic documentation system — those stay your professional judgement.

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OT Productivity and Practice Dashboard$13.99Buy on Etsy