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Insights, dashboards and reports

Dashboards per role, the ATO lodgement report, the Money Report and reports you build yourself.

For: Partners, managers, admins

Dashboards

  • My Dashboard: partner, manager and accountant viewsLiveBeing written

    Portfolio, WIP, debtors and recovery for a partner; WIP and budgets for a manager; due dates for staff.

  • Choose which dashboard opens for each personLiveBeing written

    Admins set each colleague's dashboard role.

  • A home page built for each personComing soon: Phase 1Being written

    Each partner and manager's own morning view, built from their list of what to see.

  • Work insightsLiveBeing written

    Work completed vs due, days in each status, due dates moved, leaderboards.

  • Email insightsLiveBeing written

    Volume, time of day, response time and days since last contact.

ATO lodgements

  • Upload the weekly ATO lodgment status reportLiveBeing written

    Upload the report you already download; BMS matches each row to your client.

  • Read the lodgement reportLiveBeing written

    Lodged, outstanding, who is responsible and what changed since last week.

  • Export the lodgement reportLiveBeing written

    Download as CSV.

  • Lodgement cross-check alertsComing soon: Phase 1Being written

    Alerts when the ATO shows a return lodged but the job is open, or the job is done but the ATO shows it outstanding, and when this week's report is missing.

  • Lodgement status read from your MYOB tax softwareComing soon: Phase 2Being written

    Automatic lodged and outstanding status without uploading.

Money Report

  • The monthly Money ReportLiveBeing written

    Production, billings, collections, recovery, lock-up days, WIP and debtors by age, stuck jobs.

  • Issue, email and download the Money ReportLiveBeing written

    Issue Report, the monthly email and the PDF.

Analytics

  • Analytics: performanceLiveBeing written

    Revenue and operations tiles, hours and production by month.

  • Budgets: cost, hours and budget data qualityLiveBeing written

    Budget against actual by client, team member and role.

  • Build your own report in ExploreLiveBeing written

    Group any list, choose columns and export.

  • KPI WorkbookLiveBeing written

    Month-by-month KPIs including debtor days.

  • Custom metrics, pinned to your dashboardLiveBeing written

    Define your own metric and pin it.

  • Metric definitionsLiveBeing written

    What every figure means and how it is calculated.

  • Resource planning: who has capacityLiveBeing written

    Capacity per person per week, over and under capacity.

  • Edit a colleague's capacityLiveBeing written

    Hours per week used by Resource Planning and utilization.