Run the work · Dashboard
An accounting firm dashboard partners actually open
Four numbers that matter, a deadline radar and a short list of decisions waiting for you. FigsFlow reads them live from the same record the work runs on, so nobody builds a report on a Friday afternoon.
- Live, not monthly
- Role-aware views
- Decisions, not charts
- Fees in progress
- $128,940Across 212 open jobs
- Pipeline
- $46,20018 proposals out
- Due in 14 days
- 27 jobs4 at risk
- Unbilled WIP
- $9,860Over 30 days: $2,140
Fee change — Harbour Group, awaiting approval
TodayWrite-off — Northgate Studio, 1:30 over scope
This week3 jobs waiting for partner sign-off
QueueHappy on FigsFlow
The problem
By the time the report is built, it is out of date
Most firm reporting is a spreadsheet stitched together from three systems at month end. It answers last month’s questions, slowly.
How it works
Open it, decide, get on with the day
Glance
Four KPIs chosen for your role: fees in progress, pipeline, due soon and unbilled WIP.
Look ahead
The deadline radar shows what is due and which jobs are at risk, and why.
Decide
Approvals, write-offs and sign-offs waiting for you, each one click away.
Drill in
Click any number to see the jobs, clients or proposals behind it.
What you get
A KPI dashboard for accounting firms
Deliberately short. Everything on it is something you can act on today.
Four live KPIs
The numbers that tell a partner how the firm is doing, without a spreadsheet.
Deadline radar
Every target date ahead, sorted by risk, with the reason each job is flagged.
Needs your decision
Approvals, write-offs and reviews waiting for you, in the order they matter.
Role-aware views
Partners, managers and preparers each see the numbers that fit their job.
Drill-down everywhere
Every figure links to the jobs, clients or proposals that make it up.
Team and office filters
See the whole firm or one team or office with a single filter.
Why it stays current
No reconciliation, because there is one record
The dashboard reads the same client record as the CRM, the jobs and the invoices. When a proposal is accepted or a job is signed off, the numbers move.
For deeper analysis, the same data feeds the reporting module and, if you need it, your own BI tools through the API.
Tax return — C. Okafor · waiting on records 9 days
At riskYear-end accounts — Harbour Group · preparer over capacity
At riskManagement accounts — Patel & Co. · not started
At riskPayroll — Northgate Studio · review not booked
At risk23 more jobs on track
On trackWhere it sits
Every stage, on one screen
The dashboard is a window onto the whole lifecycle, from the first enquiry to the last unpaid invoice.
- Every stage feeds the dashboard
- Read live, never rebuilt
- 01CRM
- 02Proposals
- 03Jobs
- 04Capacity
- 05Time
- 06Billing
Comes in
- From CRM and proposals
Pipeline $46,200, 18 out
- From jobs and capacity
27 due in 14 days, 4 at risk
- From time and billing
Unbilled WIP $9,860
Partner view
October
- Glance
- Look ahead
- Decide
- Drill in
On track in 14 days 23 of 27
Goes out
- Needs your decision
Fee change, Harbour Group
- Drill in
The jobs behind each number
Live for every firm
Everywhere- KPIs, deadline radar and decisions list
- Role, team and office views
- Drill-down to every job and client
Depends on your country
By region- Statutory deadlines shown on the radar
- Currency for fee figures
Works with
Related modules
Goes deeper. The deeper view behind each number.
Explore reporting and analyticsFeeds the radar. The work the radar watches.
Explore jobs and workflowExplains the risk. Why a job is at risk, by person.
Explore team and capacityFills the pipeline. Where the pipeline figure comes from.
Explore CRM and pipelineFAQ
Questions firms ask us.
How often are the numbers updated?
Live. The dashboard reads the same client record as the rest of FigsFlow, so figures change as soon as the work does.
Can we choose what each person sees?
Each role sees a sensible default, and your firm decides which views and figures each role can see.
How does the deadline radar decide a job is at risk?
A job is flagged when something makes its target date unlikely: missing client records, an overloaded owner, no review booked or work not started in time.
Can we build our own reports too?
Yes. Use the reporting module for detailed analysis, or the API to send the data to your own BI tool.