Track performance metrics across your team and clients with Firm Analytics!
Firm Analytics
Double allows admin users to access the Analytics tab where users can evaluate pre-built analytics views or create new views from scratch.
The Analytics tab pulls any information available in the client list dashboard to help determine performance around close status, on-time close completion percentage, or which clients with certain properties get delayed more often than others.
Double's default views
The Analytics tab comes with 3 default views, pre-built by the Double team with bookkeepers in mind.
Closes by status (last month's close): this will show (by Preparer) how many closes are in a given status (Not Started, In Progress, Waiting on Client, Done, etc.)
The report table defaults to showing last month's closes, but you can change the timeframe by selecting the quick filter button by the table name.
On time closes (current year): this view has 3 tables (one for Preparers, Reviewers, and Managers). This report will show you - by team member - what percentage of their closes were completed on time (Yes column) or late (No column). Blank column headers refer to closes where a due date was not set.
On time closes (all months): identical to the one above, but includes all closes ever completed for clients.
Creating or editing tables
You can modify your analytics tables by:
Adding a new table:
Click the Add table button in the top right of the screen. This will add a new table to the bottom of the current view.
Editing a table name:
Click the 3 dots next to the table name -> Edit title
Deleting existing tables:
Click the 3 dots next to the table name -> Delete table
Duplicating existing tables:
Click the 3 dots next to the table name -> Duplicate table
💡 This will duplicate the table and add it as a copy to the bottom of the view.
Building firm analytics reports
Analytics reports are based on pivot tables, which aggregate data from around the app and deliver summary-level data.
To change what is included in a table, click on the Columns tab on the right side of the table, and drag the content you'd like to include in the table as a row, column, or value.
Filters
Clicking on Filters will give you options for filtering your data based on what is available in the table. You can filter on rows, columns, or values.
Display
Clicking on Display will allow you to set how the percentages are calculated for given values:
Default: No percentage calculation
Percentage of rows: The value in the cell is divided by the total of all cells in the row.
Percentage of columns: The value in the cell is divided by the total of all cells in the column.
Percentage of Grand Total: The value in the cell is divided by the total of all cells in the table.
Conditional formatting
Right-clicking on a column header will open up conditional formatting settings. You can choose between different colors and the number of colors included in the report.
Currently, conditional formatting is based on the percentage display selected and is shown as a relative performance to the other cells in the dataset. For example: In the below table, the darker yellow cells highlight the closes with the highest percentages of certain statuses relative to the other statuses for the row.
To turn off conditional formatting where it doesn't make sense, right click on the column header, navigate to Formatting, and click "Default" which will turn it off.
Updating, Saving & Deleting Views
You can modify your analytics views by navigating to the Save View drop-down.
From the Save view drop-down you can:
Edit view name
Save as a new view
Update the current view
