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KPIs and Reports

PracticeERP Key Reports, KPIs & Dashboard Components

KPIs & Dashboard Components

  • Accounts Payable 
  • Banking 
  • Billing & A/R 
  • Controller/CFO 
  • First Impressions & Logistics 
  • Manager 
  • Partner 
  • Sales Representative
  • Staff Accountant 
  • Task Flow Administrator
  • A/P 
  • A/R 
  • Banking 
  • Billing 
  • Clients 
  • Deliverables 
  • Documents 
  • Firm Analytics 
  • G/L 
  • Logistics 
  • My Clients 
  • My CRM 
  • My Department 
  • My Office 
  • My Pod 
  • My Team 
  • My Workspace 
  • Practice ERP Help 
  • Shipping 
  • Task Flow 
  • Team 
  • Trend Analysis 
  • WIP 
  • Client Dashboard 
  • Client A/R Balance 
  • Client Grading 
  • New Client Revenue Report 
  • Lost Client Revenue Report 
  • Client Realization 
  • Client by Client Group Codes  
  • Client Payments 
  • Client Project Templates 
  • Client Staff Assignment (Count of Assigned Roles per Client) 
  • Client Employee Assignments 
  • Partner Hours & Production – By Client 
  • Employee (Primary Directory) 
  • Employee Budget Vs. Actual YTD (by Week) 
  • Employee Production (with Cost) 
  • Employee Role Assignment 
  • Employee Tasks (Budget to Actual) 
  • Employee Time, Production and Utilization by Client (List View) 
  • Expense Reports (Paid, Unpaid, to Approve) 
  • Time or Timers (Not Recorded) 
  • Days Since Employee’s Last Time Entry 
  • Previous 7 Days Time Recorded 
  • CPE Hours Entered 
  • Time (by Assurance Manager, CAS Manager, Partner, Primary Manager) 
  • Time and Production (by Client, Client Group) 
  • Time and Utilization (by Department Manager, Office Manager, POD Leader, Supervisor) 
  • Time by Employee and Date Summary 
  • Time, Production and Utilization by Employee  
  • Utilization by Office Summary 
  • YTD Budget to Actual (Time and Utilization) 
  • Billable Budget to Actual Time (YTD Graph) 
  • Budget to Actual (by Department Manager, Direct Supervisor, Loc Manager, Office Manager, Pod Leader, Sup, This Week To Date, Detailed View, Last Week, MTD & YTD, My Workspace View) 
  • Missed Budget Total Hours (Oversight) 
  • Billable Hours (Manager, Primary Partner) 
  • Non-Billable Hours (Manager, Primary Partner) 
  • By Employee (by Department, Office, POD, Supervisor, My Team) 
  • By Assurance Manager, Assurance Partner, Bill To Client, Client Grade, Client Niche, Line of Business, Originating Partner, Payroll Manager, Primary Manager, Primary Partner, Project, Project Category, Project Type, Service Item, Work Client 
  • Realization – This Fiscal Year, Last Fiscal Year 
  • Sales (by Assurance Manager, CAS Manager, Originating Partner, Primary Manager, Primary Partner) 
  • Leverage | Staff vs Primary Manager (KPI) 
  • Leverage | Staff vs Primary Partner (KPI) 
  • Invoice History (By Client) 
  • Invoice Payment History  
  • CRM To Dos 
  • Lead or Prospect  
  • Opportunity View  
  • Referral Partner 
  • Open AR +60 Days (Assurance Manager, By Client Office, By Originating Partner, By Primary Manager, By Primary Partner, CAS Manager, Originating Partner, Partners, Primary Manager) 
  • Open AR Total (Assurance Manager, CAS Manager, Originating Partner, Partners, Primary Manager) 
  • AR Reconciliation by Client (Last Month, YTD, Hard Code) 
  • Open WIP – As of Date, Dashboard, Client Dashboard, Create Invoices, Detailed View, Time by Employee (Department, Office, POD, Supervisor) 
  • Open WIP +60 Days (Assurance Manager, By LOB, By Originating Partner, By Primary Manager, By Primary Partner, By Work Client Office, CAS Manager, Originating Partner, Primary Manager, Primary Partner) 
  • Open WIP Aging by Bill To Client, Client Group 
  • Open WIP by Assurance Manager, Assurance Partner, Bill To Client, Client Group Code, Billing Admin, Billing Category, CAS Manager, Line of Business, Originating Partner, Payroll Manager, Primary Manager, Primary Partner, Project, Service Item, Work Client (For Excel Export), Work Client Office 
  • Open WIP not Billed (Client Dashboard) 
  • Open WIP Total (Assurance Manager, CAS Manager, Originating Partner, Primary Manager, Primary Partner) 
  • Open WIP Reconciliation by Work Client (Last Month, YTD) 
  • Progress Available (As of Date) by Bill To Client, Client Group, Client Office, Client Office & Client, Detailed List 
  • Progress Applied 
  • Progress Billed 
  • Active Projects 
  • Due Today 
  • Due This Week 
  • Due Next Week 
  • Days Since Last Move 
  • Completed Projects 
  • Overdue Projects 
  • By Employee 
  • By Various Managers and Departments (A/B Clients, Assurance Manager, CAS Manager, My Departments, My Direct Team, My Offices, My PODs, Originating Partner, Partners, Primary Manager, Department Manager, Direct Supervisor, Office Manager, POD Leader) 

 

Key Reports

  • Slide Content