Practice Analytics

Practice Analytics

Practice Analytics Overview

Practice Analytics is a powerful tool that helps you understand and improve your practice's performance. It is divided into two main sections: My Practice Analytics and Firm Analytics. My Practice Analytics basically displays data related to your account whereas Firm Analytics displays data specific to firms you are connected with.These sections provide detailed insights into various aspects of your practice through easy-to-understand data and reports.

Key Features and Benefits

  1. Clear Insights: Easily understand your practice's performance with detailed reports and visualisations.
  2. Better Decisions: Make informed choices based on accurate data.
  3. Improved Efficiency: Identify and address issues to improve overall practice efficiency.
  4. Customisable Views: Filter data to see specific information for connected and not connected firms.

My Practice Analytics

  1. This section has seven key areas that give you a detailed look at different parts of your practice:

Home

  1. A quick overview of your business growth, showing key metrics like the number of clients, jobs, average revenue, and turnaround time. Click here to know more.

Job Analysis

  1. Compare your budgeted jobs to the actual jobs completed.
  2. See how long jobs take to complete and track performance over time.
  3. Analyse the top companies with the quickest and slowest job closure times. Click here to know more.

Query Analysis

  1. Track how long it takes to close queries.
  2. Identify which companies have the fastest and slowest query turnaround times.
  3. Understand the types of queries raised. Click here to know more.

Contravention Analysis

  1. Monitor compliance by tracking contraventions (violations) within jobs.
  2. See which companies have the highest and lowest rates of contraventions. Click here to know more.

Revenue Analysis

  1. Track your total revenue and see how much you earn from different billing types.
  2. Analyse average fees charged per job type. Click here to know more.

Staff Performance

  1. Review how well your staff are performing.
  2. Track job status, query handling, and contravention management by staff members. Click here to know more.

Audit Job Report

  1. Get detailed reports on all audit jobs, including status and performance metrics for past 5 years. Click here to know more.

Firm Analytics

  1. This section provides insights into the performance of connected and not connected firms and shows how long it takes to close queries on an average and the number of queries and jobs received from a firm each month.
  2. Compares the number of jobs you expected to receive with the actual number completed.
  3. See how many jobs you received each month throughout the year and the revenue generated by each firm. Click here to know more.


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      Introduction The Practice Analytics module provides a comprehensive overview of your firm's key metrics through graphical and table representations. This module is divided into My Practice Analytics and Firm Analytics, offers insights into various ...

    • Firm Analytics

      Introduction The Firm Analytics section provides comprehensive insights into the performance of connected and not connected firms. Users can filter the data based on the firm's connection status from the left panel. This section includes various ...

    • Staff Performance

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    • Query Analysis

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