Dashboards on CCH Axcess, Practice CS, Karbon, and QuickBooks data, built for the decisions partners make: which clients and industries are profitable, where WIP is drifting from budget, who has capacity. The transactions behind any number are one click away.
Built for the person who runs them, not the one who decides. The questions a partner asks, which clients pay, which industry is growing, where WIP is drifting, take three exports and a pivot table to answer.
See how we helpHours, budgets, and workload live in different systems, so capacity is a guess until someone misses a deadline.
See how we helpA dashboard nobody trusts is worse than no dashboard. The data underneath has to be right, and current.
See how we helpSlice by date range, business unit, department, or partner. Compare fiscal and calendar years. Click any number to see the transactions behind it.
Pre-built templates, live in days
A quick report from a template is usually live in a few days. A mid-size dashboard usually takes two to three weeks, and that time goes into the customization: your realization formula, your offices, your partner groupings.
KPI activity, billing status, and revenue by client, sliceable by office, service line, and partner.
Staffing KPIs, individual performance, budget versus actual hours, overtime alerts.
Billing activity and AR balances by office and client, aged for a collections conversation.
WIP aging by partner and engagement, with stale work flagged before it becomes a write-off.
Case studies from this stage
Hours, budgets, and workload by person, built from the time data you already collect.
Case studies from this stage
Power BI's Q&A layer, configured on your data model with your terminology, lets a partner type a question and get a chart. Included in every dashboard we build.
Most dashboard projects fail on the data underneath, not the charts. We fix that first.
Case studies from this stage
CCH Axcess through the Data Axcess Utility, Practice CS, Karbon, QuickBooks Online, and payroll systems such as Paylocity. Firm KPIs sit on top. Client, staff, and AR detail sit underneath. Any number can be clicked through to the transactions behind it.
It depends on scope. A quick report on data you already have usually takes a few days. A mid-size dashboard usually takes two to three weeks. Pre-built templates for firm KPIs, client profitability, staff productivity, WIP aging, and AR shorten the start. The time goes into fitting it to your firm: your realization formula, your offices, and your partner groupings.
A common cause with CCH Axcess is credentials that expire every 60 to 90 days, which breaks the refresh each time. We move the reporting to centrally managed infrastructure and add monitoring that reports a failed refresh before partners notice.
No. People reading a report view it in the browser, which is what it is designed for. Power BI Desktop is the authoring tool. The person building the report needs it, and the people reading it do not.
Visibility you can act on. You see which projects are overdue at a glance and adjust dates straight away. Over the season, short regular reviews show which steps keep causing trouble and are worth automating next. Run it through a full season before redesigning the underlying data, because the season tells you what you need.
Yes, if the data is captured consistently. When staff log a short time entry against a quality-control task type with a note about the issue, it becomes reportable: every work item that had a quality issue, what it was, and what was done about it. It can be its own page or a toggle on the main dashboard.
Bring a recent WIP or AR report. We'll show you what it looks like as a dashboard and what it takes to get there.