Partner performance reporting that shows the full picture
Partner performance should be measured through the clients, groups, and results each partner is responsible for.
Link gives firms clear reporting by partner, client group, and client, bringing together WIP movements, write-offs, revenue, cost, profit, ROI, and average hourly rates in one place.
This makes it easy for each partner to review their full client base, compare performance across client groups, and identify which clients are creating strong returns and which need pricing attention.
With accurate, reconciled data and scheduled reports sent directly to management, Partner Performance gives firms the visibility needed to make better pricing, recovery, and client management decisions.
Why Choose Link for Managing Partner Performance?
Most firms struggle to see partner performance clearly because the data is spread across jobs, clients, WIP, write-offs, and billing.
Link brings it all together in one reporting view. Partners can see how their client groups are performing, review individual clients, and sort results by key metrics like profit, ROI, write-offs, and average hourly rates.
Because every number is backed by Link’s reconciled WIP equation and reconciles back to Xero Practice Manager, firms can trust the reporting. It gives partners the detail they need to review client performance, lift fees where needed, and manage their client base with confidence.
Customer Stories
Link simplifies practice management for high-performance accounting firms by not half-solving problems.
Select the customer below to hear their story.
Daniel Izzo, Operations Manager Arcus Advisory“Instead of guesswork, the team now has immediate visibility across the business. “Productivity reports across staff, clients and the firm's performance” are now readily available, alongside the “ability to track WIP and assist with invoicing and workflow,” which Daniel describes as “a huge win".”
Terri Gamble, DirectorCopilot Accounting“We can quickly see where every team member is up to, which allows us to allocate work to the best person for the job at any given time.”
Grant Heaslip, DirectorDFK Hirn Newey“The Link team made it so easy and could explain everything while helping improve things along the way.”
Shona Wallace, Director“We were historically reactive to client work and with the data we were starting to see from Link, we quickly realised that we needed to start being more proactive around planning to become more efficient and ultimately see some dramatic changes in our KPIs.”
See for Yourself
See what connected workflow, live capacity and reporting could look like in your firm. Explore Link’s click-through demo at your own pace. No email required. No sales pitch. Just you and the product.