This is your Team home page in Precision, and also where you can add, search and access each of your clients.
In this view, you can choose to display all clients, only the clients you are an Account Manager for, or the ones you have selected as favourites. Click on each of the client cards to view the Client Overview for that client.
You can sort and filter your clients from this view for an at-a-glance practice overview. Sort by the general Client Health Score, or select an insight metric and choose to sort by either it’s individual Health Score or the number of issues identified for that insight (i.e., by volume). You can choose to sort ascending or descending, and combined with the filtering of the list by My Accounts and Favourites, the “at a glance” reporting potential is quite powerful.
In each of the client cards, on the left you can view the company name, and their last sync date. A small pink padlock icon indicates that the client is no longer linked to their accounting software, and you will need to re-link that client by clicking in to their Client Overview.
On the right of the client card, you can view the client’s metric (if one is selected from the dropdown), their overall health score, the account manager’s icon, a star button for selecting that client as a ‘favourite’ and a three-dot menu icon – clicking this menu icon will allow you to view that client in your accounting software, sync with your accounting software or remove it from Precision.
Start getting ahead of the curve
Here are some scenarios that will immediately benefit from this kind of practice-level insight:
- As a Managing Director, which of my team’s clients needs attention the most, right now?
- Similarly, as an Account Manager, which of my clients needs some help?
- We’re considering taking on a new client – what is the general state of their books so I can price accordingly?
- I’d like to get a team member onto sorting out the Fixed Assets Register across the board, but which clients should they start with?
- How are the clients doing that are being looked after by my newest bookkeeper?
- Which client has got the highest ratio of Multi-Coded Contacts so we can look to improve their coding processes?
By clicking the pink star, your client will become a ‘Favourite’. This is really useful for clients that you need to view regularly, or are currently working a lot with. Favourite clients are specific to each user, so you can just select the Clients that are most relevant to you.
You can filter both the client list, and the practice dashboard to your favourite clients, to check them out more easily.
When switching quickly between clients in the sidebar, your favourite clients will always sit at the top of the list so you can find and switch between them quickly.
The Practice Dashboard is a KPI data playground across all of your clients. This view contains the data from the Client List including all of your client metrics, plus links straight to the client in Xero for you to compare data across clients or account managers.
The Practice Dashboard looks, and functions, just like the Precision Sandbox; drag and drop report-builder, with spreadsheet-like functionality. You can choose the columns you want to see, group-by, sort, collapse and expand until you get it just how you want. If you’re a fan of Excel’s pivot tables, you’ll find that option too in the columns panel on the right.
You can save or export your configurations to Excel, using the buttons in the secondary navigation at the top right.
You can save these configurations in your Practice Dashboard by selecting save. You’ll need to give your dashboard a name, then decide whether to keep this report configuration private, or share it with the rest of your team. Saved dashboards can be accessed by selecting Custom Dashboards in the sidebar. Just like custom reports, they can then be edited, favourited, or deleted from this view.