Track performance metrics across your team and clients with Firm Analytics!
Using Firm Analytics
Navigate to the Analytics tab to view pre-built analytics views or create new views from scratch.
The Analytics tab pulls any information you have available in the client list dashboard to help you determine performance around close status, on-time close completion percentage, or which clients with certain properties get delayed more often than others.
💡We'll be rolling this analytics feature out over the next 2 weeks (starting September 4th). Admins will start seeing the Analytics tab from the client list dashboard when it's live for your practice!
Permissions note: This is an Admin-only feature, so Standard and Manager users will not have access to the Analytics tab.
Default Views
The Analytics tab comes pre-built with 3 views for your practice:
Closes by status (last month's close) - this will show you - 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 each 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) - this view is identical to the above, but includes all closes ever completed for clients.
Adding 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 a table: Click the 3 dots next to the table name -> Delete table
Duplicating a table: 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 Your 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 a view name
Save the view as a new view with a new name
Update the current view with any changes made to the view and/or tables.