Solution Advantages

Solution Advantages

Solution Advantages

FIRM OVERVIEW DASHBOARD

Our Firm Overview Dashboard allows you to view a variety of key performance indicators (KPIs) customized to your business objectives and interact with prioritized metrics using dynamic charts and reports. Slice and dice your data by date range, account revenue, or by engagement type to identify opportunities for immediate action. 

A DEEPER LOOK INTO YOUR DATA WITH

  • Our Client Analysis report provides a snapshot of current client KPI activities, client billing status, current revenue, and further details per client. 
  • Our Staff Analysis report shares a summary of staffing KPIs and drills down into individual staff performance, with alerts set for overtime hours. 
  • Our Open Account Receivable Summary report shows all billing activities, outstanding days and AR balances by office and individual client. 
  • Additional reports include Revenue, Unbilled WIP by Client or Unbilled WIP by Engagement with direct access to view further details. 

 Our Firm Overview Dashboard provides valuable data insights you need to make quick, informed decisions for your business and streamline your operations to maximize revenue.

Free consultation

A DEEPER LOOK INTO YOUR DATA WITH

  • Our Client Analysis report provides a snapshot of current client KPI activities, client billing status, current revenue, and further details per client. 
  • Our Staff Analysis report shares a summary of staffing KPIs and drills down into individual staff performance, with alerts set for overtime hours. 
  • Our Open Account Receivable Summary report shows all billing activities, outstanding days and AR balances by office and individual client. 
  • Additional reports include Revenue, Unbilled WIP by Client or Unbilled WIP by Engagement with direct access to view further details. 

 Our Firm Overview Dashboard provides valuable data insights you need to make quick, informed decisions for your business and streamline your operations to maximize revenue.

Free consultation

A DEEPER LOOK INTO YOUR DATA WITH

  • Our Client Analysis report provides a snapshot of current client KPI activities, client billing status, current revenue, and further details per client. 
  • Our Staff Analysis report shares a summary of staffing KPIs and drills down into individual staff performance, with alerts set for overtime hours. 
  • Our Open Account Receivable Summary report shows all billing activities, outstanding days and AR balances by office and individual client. 
  • Additional reports include Revenue, Unbilled WIP by Client or Unbilled WIP by Engagement with direct access to view further details. 

 Our Firm Overview Dashboard provides valuable data insights you need to make quick, informed decisions for your business and streamline your operations to maximize revenue.

Free consultation