A number of key metrics critical for evaluating the success of business performance are tracked and managed through our Analyser tool. The application pulls data from your cloud ledger (Xero, QuickBooks or MYOB) and overlays analysis and metrics.
The insights are presented in eight modules:
| KPIs | Trend | |||
| View your set Prime Practice KPIs and view how you’re tracking against them. | Trends over time across various metrics ( for example revenue) | |||
| Profitability | Goal seek | |||
| Tracks key metrics e.g. break-even point and margin of safety | Interactive goal and target seeking | |||
| Cash flow | Compare | |||
| Presents your operating, net and free cash flow; i.e. how you’re spending your money | See how your practice compares to other members on the platform | |||
| Growth | Rank | |||
| Graphs depicts segments of quality growth versus stress | Rank how your business is performing in comparison to others | |||
The data underlying the reporting in these modules will be as current as at the date of the last bank reconciliation.
During your account setup your dedicated advisor will work with you to establish KPIs and goals which are tailored to your business.
