The Scenario
The agency owner runs a leadership meeting every first Monday. She wants utilization data: billable hours, non-billable hours, and the ratio for all 12 employees, for last month. One workbook. Ready before the meeting.
Her ops manager pulled it manually last quarter. It took 45 minutes of clicking through individual employee profiles in MOCO and typing numbers into Excel. He also got one ratio wrong because he used the wrong denominator in the formula.
The bad version:
- Open each employee's MOCO profile one at a time, note billable and non-billable hours for the target month, enter them into the workbook manually.
- Build a utilization formula column and then realize two employees had time logged under the wrong project type in MOCO — fix those rows and rebuild.
- Sort the results by department before the meeting and notice the sort broke the formula references.
Nobody hired the ops manager for spreadsheet arithmetic. This task absorbs capacity that belongs somewhere else.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook and uses its built-in MOCO integration to pull the utilization report for any period, without anyone navigating individual profiles.
Pull the MOCO utilization report for 2026-04-01 to 2026-04-30 and list each employee's name, billable hours, non-billable hours, and utilization rate in the Utilization worksheet
What You Get
- One row per employee in the Utilization worksheet.
- Columns: employee name, billable hours, non-billable hours, utilization rate as a percentage.
- Data reflects the exact date range you specified.
- Utilization rate comes from MOCO's own figures — no formula for you to maintain or break.
What If the Data Is Not Quite Ready
I need to compare two months side by side
Pull MOCO utilization for 2026-03-01 to 2026-03-31 into columns A through D. Then pull utilization for 2026-04-01 to 2026-04-30 into columns F through I. Use the same employee order in both ranges.
I only want employees whose utilization dropped more than 10 points from last month
Pull MOCO utilization for March and April 2026. For each employee, calculate the change in utilization rate. Write only employees where the rate dropped by more than 10 percentage points, with their March rate, April rate, and delta.
I need to group by department
Pull MOCO utilization for Q1 2026 for all employees. Group results by department and show average billable hours, average non-billable hours, and average utilization rate per department.
Pull the data, flag outliers, and draft leadership talking points in one go
Pull MOCO utilization for 2026-04-01 to 2026-04-30, flag anyone below 60% or above 95% utilization, sort by rate ascending, and add a Notes column with a one-line observation for each flagged employee
The leadership meeting has actual numbers. The ops manager spent 30 seconds on a prompt.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook where you track team performance, then ask it to pull the MOCO utilization report for last month. Also worth reading: the spoke on exporting project portfolio health data for the same quarterly review.