Metrics That Matter – Turning Practice Management Data Into Firm Performance Insights

Originally recorded May 21, 2025 Many accounting firms capture plenty of data in their practice management software but struggle to turn it into meaningful insights and action. Without knowing which metrics to track and why, it's easy to miss warning signs and growth opportunities. This webinar breaks down the key metrics that matter for your accounting firm and the impact each one has on performance, including WIP, billing, team performance, and workflow management. You'll learn from a real case study: how a Melbourne-based firm used a structured business rhythm and practice management dashboards to build a more scalable firm. What You'll Learn: ✅ The key metrics every accounting firm should track, and why they matter ✅ How to use practice management data to manage WIP, billing, team performance, and workflows before issues arise ✅ How a Melbourne-based accounting firm built a stronger business rhythm using data-driven dashboards ✅ How Dashboard Insights brings this framework to life with dashboards built for XPM and FYI Elite users Want a closer look at practice management dashboards for your firm? Explore our Dashboards: www.dashboardinsights.com/product/xero-practice-manager-dashboard/ #AccountingFirm #PracticeManagement #XPM #FYIElite #DashboardInsights #WIPManagement