There really aren't enough data in your workbook for a meaningful analysis. For that, you'd need to capture, for each client, when they 'joined' & 'departed', plus what dates they were due to undertake each activity (or extrapolate when applicable) and whether they actually did so. That way, you could, for example, establish what the July caseload for annual physicals, so you could compare the number undertaken against that - it's pointless comparing an individual month against an annual goal when you don't know how many were due in the month.

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Cheers,
Paul Edstein
[Fmr MS MVP - Word]