Firm Analytics
Get insights across all your client businesses with firm-level analytics and performance tracking.
Accessing Firm Analytics
Navigate to Firm Portal > Analytics from the main menu.
Dashboard Overview
Client Compliance Distribution
Visual breakdown of client compliance scores:
| Grade | Clients | Percentage |
|---|---|---|
| A+ / A | 12 | 48% |
| B+ / B | 8 | 32% |
| C+ / C | 4 | 16% |
| D / F | 1 | 4% |
Aggregate Metrics
Key metrics across all clients:
- Total Clients - Active client count
- Total Transactions - Sum of all client transactions
- Total VAT Managed - Combined VAT liability
- Average Compliance Score - Firm-wide average
Deadline Countdown
Upcoming filing deadlines across clients:
- Clients due this week
- Clients due this month
- Overdue returns (requires immediate attention)
Cross-Client Trends
Compliance Trend Analysis
Track compliance scores over time:
- 30-day trend
- Quarterly comparison
- Year-over-year analysis
Transaction Volume Trends
Monitor transaction patterns:
- Monthly transaction counts
- Seasonal patterns
- Growth trends
VAT Liability Trends
Analyze VAT obligations:
- Monthly payable/refundable
- Cash flow forecasting
- Budget planning data
Staff Productivity
Workload Distribution
View client assignments by team member:
| Staff Member | Clients | Transactions | Avg Score |
|---|---|---|---|
| Jane Smith | 10 | 2,450 | A |
| John Doe | 8 | 1,890 | A- |
| Mary Johnson | 7 | 2,100 | B+ |
Time Tracking
Track time spent per client:
- Average hours per client
- Time per filing period
- Efficiency metrics
ROI Calculator
Calculate value delivered:
- Time saved vs manual processing
- Error reduction metrics
- Client retention impact
Access at Firm Portal > Staff Productivity.
Multi-Client Reporting
Comparison Reports
Compare metrics across clients:
- Side-by-side compliance scores
- Transaction volume comparison
- VAT liability comparison
Consolidated Reports
Aggregate reports for:
- Total firm VAT managed
- Combined compliance metrics
- Firm-wide trends
Export Options
- PDF - Presentation-ready reports
- Excel - Detailed data for analysis
- CSV - Raw data export
Performance Benchmarks
Industry Benchmarks
Compare client performance:
- Industry average compliance scores
- Typical transaction patterns
- Common compliance issues
Firm Benchmarks
Track firm-level performance:
- Client acquisition trends
- Retention metrics
- Service quality indicators
Alerts and Notifications
Firm-Level Alerts
Configure alerts for:
- Any client score drops
- Multiple clients approaching deadline
- Aggregate anomaly detection
- Staff workload imbalances
Custom Thresholds
Set custom alert thresholds:
- Compliance score threshold
- Transaction count alerts
- VAT liability alerts
Data Security
All firm analytics:
- Respect client data isolation
- Aggregate without exposing individual transactions
- Follow data protection regulations
- Maintain complete audit trail
API Access
For custom dashboards and integrations:
GET /api/firm/analytics/summary
GET /api/firm/analytics/compliance-distribution
GET /api/firm/analytics/trends
GET /api/firm/clients/metrics
Contact support for API documentation.