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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 17, 2026Nov 16, 2026—
GM-5125Dairy yield monthly numbersSorrel Creek Dairy CooperativeMonthlyOct 16, 2026Nov 15, 2026—
GM-5119Title order dashboardsMaplecross Title CompanyMilestoneOct 13, 2026Nov 12, 2026—
GM-5129Freight rate auditPinebrook Freight LinesFinalOct 2, 2026Nov 1, 2026—
GM-5103Member churn pipelineHarrowgate Cooperative Credit UnionFinalSep 26, 2026Oct 26, 2026Oct 16, 2026
GM-5113Outfitters monthly numbersBriarwick Outdoor OutfittersMonthlySep 18, 2026Oct 18, 2026—
GM-5124Dairy yield monthly numbersSorrel Creek Dairy CooperativeMonthlySep 18, 2026Oct 18, 2026—
GM-5126Branch scorecardsHarrowgate Cooperative Credit UnionDepositSep 18, 2026Oct 18, 2026Oct 3, 2026
GM-5116Cooperative warehouse moveSorrel Creek Dairy CooperativeMilestoneSep 8, 2026Oct 8, 2026—
GM-5118Title order dashboardsMaplecross Title CompanyDepositSep 3, 2026Oct 3, 2026—
GM-5105Fleet utilisation dashboardsPinebrook Freight LinesMilestoneAug 27, 2026Sep 26, 2026—
GM-5108Donor records auditLowrie County Hospital AuxiliaryFinalAug 21, 2026Sep 20, 2026Sep 8, 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 18, 2026Dec 2, 2026$18,000
Title order dashboardsMaplecross Title CompanyDashboard rolloutFixed feeSep 3, 2026Nov 27, 2026$21,000
Freight rate auditPinebrook Freight LinesData auditFixed feeAug 19, 2026Oct 3, 2026$12,500
Cooperative warehouse moveSorrel Creek Dairy CooperativeWarehouse migrationFixed feeJul 20, 2026Dec 17, 2026$62,000
Donor records auditLowrie County Hospital AuxiliaryData auditFixed feeJul 10, 2026Aug 19, 2026$9,500
Fleet utilisation dashboardsPinebrook Freight LinesDashboard rolloutFixed feeJun 20, 2026Nov 17, 2026$36,000
Member churn pipelineHarrowgate Cooperative Credit UnionPipeline buildFixed feeMay 21, 2026Sep 28, 2026$48,000
Outfitters monthly numbersBriarwick Outdoor OutfittersMonthly analyticsMonthly retainerApr 21, 2026Apr 16, 2027$4,200
Dairy yield monthly numbersSorrel Creek Dairy CooperativeMonthly analyticsMonthly retainerApr 1, 2026Jan 26, 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

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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