Practice Dashboard

A comprehensive home of your clients, this is the first place to come to get a handle on your practice. Each row is a client in Precision, and here we store many of our metrics.

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 manager

Navigating Practice Dashboard

The Practice Dashboard looks, and functions, just like the The Client 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.

Reporting Mode

By default, the Practice Dashboard will be set to the Reporting Mode ‘Month End‘, which means all Practice Dashboard metrics come from the last complete month, to ensure that every metric is comparable for each client.

If you select ‘Custom Per Client‘ the Practice Dashboard will use the Reporting Mode dates set against the client from the Client Overview. This will result in each client displaying metrics from their own custom Reporting Mode period (if set).