Eight dashboards. Eight vital signs. One healthy practice.
Most practice management tools give you data. These dashboards give you decisions. Each one answers a specific question about your firm's health — so you act on insight, not instinct.
Flying blind without data?
When you can't see the numbers, you manage by gut feel. That works until it doesn't.
Friday afternoon spreadsheets
You spend every Friday pulling data into the same spreadsheet. By the time it's ready, the numbers are already stale.
Average 4 hours per week on manual reportingPricing by instinct
Without real profitability data, you quote new work based on what feels right. Some clients cost you money. You don't know which ones.
Overloaded staff, invisible bottlenecks
Someone is drowning in work while someone else has room. You only find out when a deadline slips or a resignation lands on your desk.
No early warning system
Overdue jobs, declining margins, SLA breaches — you discover problems after they've become crises. By then, the damage is done.
Eight dashboards, eight decisions
Each dashboard answers one question you used to spend Friday afternoons figuring out.
Executive dashboard: should I worry?
Revenue trends, utilisation rates, overdue jobs, and team capacity in a single view. See your firm's vital signs without opening a spreadsheet. When something needs attention, you know by Monday morning.
Capacity planning: who has room?
See every team member's workload, availability, and upcoming commitments. Assign new work to the person who can actually take it on — not whoever answered first.
Financial performance: are we profitable?
Track revenue, margins, and realisation rates across your firm. Compare budgeted time against actual time per job. Know which work makes money and which drains it.
Client profitability: who is worth the effort?
Rank clients by revenue, margin, and time invested. See which relationships generate returns and which consume more than they contribute. Price your next engagement with data, not guesswork.
SLA performance: are we keeping promises?
Monitor every service level agreement across your client base. Track on-time delivery rates, approaching deadlines, and breach risk. Your clients never have to ask where things stand.
Employee performance: who is growing?
Jobs closed, tasks completed, billable hours, revenue generated, and deadline adherence — for any employee, any time period. Performance reviews go from subjective to data-driven. Track improvement over time and identify who needs support before they burn out.
Your firm's vital signs, always visible
When every metric is a glance away, you stop managing from instinct and start managing from data.
What these dashboards replace
Together, these eight dashboards replace the spreadsheets you update every Friday and the reports you compile every month. The data updates continuously — so the numbers are always current, not a week old.
Know who has room before deadlines slip
Capacity planning that shows you who can take on more — and who needs help now.
Why dashboards matter for accounting firms
1% = 20%
A 1% increase in utilisation can drive a 20% increase in profit. But you can only improve what you can see.
9.8%
Average EBITDA margin for accounting firms has reached a 5-year low. The firms that outperform know their numbers in real time.
Try these dashboards with your real data.
14-day free trial. All features included. Connect your firm's data and see all eight dashboards working together.
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