Insights in Action

Dashboards Playbook

Stop running your firm on gut feel. The answers are in your dashboards. Here’s how to spot them faster.

Introducing Dashboards Playbook

Strong firm leaders do not guess. They know where to look.

They use dashboards to spot bottlenecks early, stay on top of WIP, understand what drives revenue, and keep work moving. The challenge is not the data. It is knowing how to turn it into action.

The Dashboards Playbook shows you how to do the same. Bite-sized videos and practical tips teach you how to read the numbers, make sense of your data quickly, and take confident action.

It’s your playbook for smarter decisions, helping you turn raw data into wins every day.

Explore Playbook Modules

Benchmark Your Firm and See How You Compare

Understand your firm’s performance against peers, track key KPIs, and make informed decisions with insights from our FY25 Accounting Benchmarking Report.

Maximise Revenue From Every Client Group

Track average billing per client, spot under- or over-utilised managers, and maximise revenue from every client relationship.

Make Fixed Price Agreements Work For You

Visualise in-scope vs out-of-scope work, prevent file overruns, and optimise your fixed price engagements to protect margins and maximise profitability.

Never Lose Track of a Client: Data Integrity Dashboards in Action

Monitor client groups, assign managers accurately, and ensure your database aligns with external records.

Keep Every Job on Track with Jobs Dashboards

Visualise open jobs, monitor job progress, and ensure no tasks are forgotten, keep your team accountable and your workflow moving smoothly.

Which Team Members Are Truly Efficient? Your Dashboard Knows

The Billing Dashboard reveals which accountants are maximizing every hour, reward top performers, and turn efficiency into real profit.

Take Control of Your WIP and Stay On Track

Use real-time WIP dashboards to spot delays early, control aging WIP, and protect cash flow and profitability.

Track Multi-Year Billing Trends & Spot Profitable Clients

See how billing trends reveal your top clients, highlight growth opportunities, and guide where to focus your team’s effort.

Build a Winning Culture with Your Dashboards

Learn how dashboards can reveal team strengths, opportunities, and trends to foster a high-performing culture.