The Scenario
The agency owner runs a leadership meeting on the first Monday of every month. She wants utilization data for all 12 employees: billable hours, non-billable hours, and the ratio between them. Last month's numbers. One sheet. Ready before the meeting starts.
She asked her ops manager to pull it last quarter. The ops manager spent 45 minutes in MOCO clicking through individual employee profiles, copy-pasting numbers into a Google Sheet, and calculating the ratios by hand in a separate column.
The bad version:
- Open each employee's profile in MOCO one at a time, note their billable and non-billable hours for the target month, and enter them manually into the sheet.
- Calculate utilization rate (billable divided by total) in a formula column — realizing mid-process that two employees had time logged under the wrong project type.
- Rebuild two rows after correcting the categorization in MOCO, updating the formula manually.
Nobody hired the ops manager to do spreadsheet arithmetic. This task absorbs time that belongs somewhere else.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads the sheet and uses its built-in MOCO integration to pull the utilization report for the period you specify, without anyone clicking through 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 tab
What You Get
- One row per employee in the Utilization tab.
- Columns: employee name, billable hours, non-billable hours, utilization rate (expressed as a percentage).
- Data reflects the exact period you specified — not a trailing 30-day window.
- The utilization rate is calculated from MOCO's own figures, not a formula you maintain.
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 the employees where the rate dropped by more than 10 percentage points, with their March rate, April rate, and the delta.
I need to roll it up by team or department
Pull MOCO utilization for Q1 2026 for all employees. Group the results by the department field and show average billable hours, average non-billable hours, and average utilization rate per department.
Pull the utilization data, flag outliers, and draft talking points for the leadership meeting in one go
Pull MOCO utilization for 2026-04-01 to 2026-04-30, calculate each employee's rate, 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 the prompt.
Try It
Get the 7-day free trial of SheetXAI and open the Google Sheet 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.
