A progress claim is a billing method used in project-based industries to request payment for work completed to date. Instead of invoicing the full contract upfront, claims are submitted periodically based on milestones, percentage of completion, or a defined schedule.
By integrating Dashpivot Site Docket templates with Excel via Flowsite, you can:
Automate claim calculations – Generate accurate totals based on completed work
Centralise claim data – Store all claims in one structured Excel file
Improve billing accuracy – Reduce manual entry and calculation errors
Track claims across projects – Manage multiple projects in one place
Enable reporting – Filter and analyse claims by project, client, or period
Stay audit-ready – Maintain clear, traceable billing records
Progress claim structure
Progress claims are generated from Site Docket entries in Dashpivot. Each entry captures key billing details such as project, client, work completed, quantities, rates, and claim period.
Key features of this setup
1. Customised claim or invoice generation
Generate claim records based on selected project, client, or billing period
Structure data for easy invoicing and reporting in Excel
2. Automated totals
Calculate claim amounts automatically based on quantities and rates
Reduce manual calculations and errors
3. Multi-project support
Track and manage claims across multiple projects in one file
Filter and report by project, client, or claim period
How to set up the integration
1. Connect Dashpivot to Flowsite
Log in to Flowsite.
Go to Connections.
Find Dashpivot and click Connect.
Enter your Dashpivot credentials and authenticate.
Confirm the connection appears in your Connections table.
Tip: Configure your Dashpivot data correctly to avoid errors in your Excel file.
See: How to Configure Dashpivot Data in Power Query Excel/Power BI via Flowsite
2. Create a flow
Select your Site Docket template in Dashpivot.
Choose Excel as the destination.
Set the recurring time in the Flow Editor (e.g. daily or weekly).
Enter the Template ID:
Open your template in Dashpivot
Copy the 24-digit string in the URL
Paste it into the Template ID field
Enter required fields: URL, username, and password.
Note: The hosted source password is only visible when generated. Save it securely. If lost, you can regenerate it.
Set the update frequency.
See also:
1. Mac - https://help.sitemate.com/en/articles/9359337-how-to-connect-microsoft-excel-to-flowsite-on-mac
2. Windows - https://help.sitemate.com/en/articles/11032854-how-to-connect-microsoft-excel-to-flowsite-on-windows
3. Configure your Excel file
Select or create the Excel file.
Structure columns (e.g. project, client, date, quantities, rates, total claim amount).
4. Test the workflow
Submit a sample Site Docket entry in Dashpivot.
Trigger the flow.
Confirm the data appears correctly in Excel.