Autoboeker

Running a firm

Team statistics and firm cockpit: see where the work is

Bookings, auto-booking rate and open client questions per team, person and administration, and how to use team statistics to steer capacity and lead time.

Sebastian de Goeij 5 min read Updated

Short answer

Team statistics show bookings, auto-booking rate and open questions per team, person and administration; the firm cockpit gives real-time insight across teams.

Key takeaways

  • Bookings, auto-booking rate, open questions.
  • Real-time firm insights.
  • Steer on backlog and automation.
  • All connected packages.

How do firms use them?

To balance workload, improve administrations with low automation, see open questions before month end and track growth.

FAQ

Questions about this topic.

Bookings, auto-booking rate and open client questions per team and person.

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Further reading

Related in the knowledge base.

Guides

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Which KPIs show whether pre-accounting works? Automation rate, correction rate, lead time and open client questions, and how to steer on them.

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How to increase your bookkeeping firm's capacity without extra staff: automate processing, bank matching and client questions, and manage by exception.

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Configuration monitor: see which administrations are missing something

The configuration monitor shows which administrations lack settings or connections, so automation does not quietly stop. How to use it.

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