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.
Matthew Davis, DirectorDrive Accounting“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.”
Emma Kenny, DirectorCopilot Accounting“The goals we set for lifestyle balance, early job filing and workflow efficiencies have come to fruition. The team hit 90% completion with 3+ months to spare and was fully filed a month before fiscal-year-end. This meant the team earned paid time off on Fridays from Jan–March… there was no EOFY rush.”
Grant Heaslip, DirectorSP Solutions“The Link team made it so easy and could explain everything while helping improve things along the way.”
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
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.