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KPI Workbook

LiveFor: Partner

Month-by-month KPIs including debtor days.

Analytics > KPI Workbook sets the practice’s KPIs out month by month, with a total, like a spreadsheet.

Analytics KPI Workbook with Revenue rows (Production, WIP, WIP Billed, Billed, Write On/Off, Realization, Effective Billed Rate, Invoiced) and Time rows (billable, non-billable and total hours) by month with a total.
The KPI Workbook.

Rows cover revenue (production, WIP, billed, write-offs, realization, effective rate, invoiced), time (billable, non-billable and total hours, utilization) and work, through to debtor days. Export CSV downloads it for your own workbook.