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.
Adam Bird, DirectorLemonade Beach“Link has helped with our pricing of our fixed fees, as we have a clearer idea of what is involved and where the leakages are.”
Cameo Ashe, Director Arcus Advisory“Day to day, the practice now has a much clearer picture of what needs attention. "I can quickly see what jobs need reviewing so that we can complete and invoice. Simply having the numbers at hand helps to be more engaged in improving the business.”
Terri Gamble, DirectorSP Solutions“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.”
Daniel Izzo, Operations Manager“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".”
See for Yourself
Explore how Link delivers Work in Progress reporting in a live, self-guided demo.