Team reporting that lifts performance
Team reporting should help every person understand how they are tracking.
Link brings together productivity, billable time, write-offs, revenue, cost, profit, ROI, and average hourly rates across team, individual, and firm-level reporting.
Managers can review team performance for a selected period, or view an individual across 12 periods to understand trends over time. This makes it easier to recognise great work, spot where support is needed, and help each person improve with clarity.
Scheduled reports can also be sent directly to team members, keeping performance visible without extra admin.
Why Choose Link for Managing Team Performance?
Most firms struggle to give their team clear, useful feedback. The data is often scattered, delayed, or too shallow to support better decisions.
Link gives partners, managers, and team members a clear view of performance over time, from individual results through to firm-wide trends.
Because every number is backed by Link’s reconciled WIP equation and reconciles back to Xero Practice Manager, firms can trust the data and use it to support their team, improve visibility, and reduce write-offs.
Customer Stories
Link simplifies practice management for high-performance accounting firms by not half-solving problems.
Select the customer below to hear their story.
Gemma Heaney, Director Arcus Advisory“What attracted us to Link was how it was built specifically for accounting firms and its seamless integration with Xero Practice Manager…a standout feature for us was the ability to clearly visualise staff capacity and workflow across the entire firm.”
Terri Gamble, DirectorWiZDOM 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.”
Andrew Lyddiard, Senior AccountantAke Chartered Accountants & Business Advisors“It's much easier to see where we are up to as a business, where individual jobs are at and also where the individuals are up to — performance is at our fingertips.”
Matthew Davis, Director“Link was the biggest driver of reducing our write-offs and developing strategies to reduce these. At our worst we had high write-offs of around 30% in some years. This has now been reduced to effectively nil and we continue to utilise Link to monitor the progress we have made.”
See for Yourself
Explore how Link delivers Work in Progress reporting in a live, self-guided demo.