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.
Phoebe Meares, Head of OperationsHW One“You can get the visibility you need quickly and make impactful decisions in a fast-paced environment.”
Brendan Podevin, DirectorBennetts Proactive“With Link, reporting became automated, systemised, and easy. Schedulable WIP reporting and improved visibility across the business allowed the team to make faster, better informed decisions.”
Maria Livingstone, DirectorSBA South Island“Link gives us confidence that we have visibility over how work is progressing across the team, which means we can respond early if priorities need to shift or additional support is required.”
Stuart Lowe, Director“We had reports that were manual, basic and hard to produce - we had no reporting on WIP or job profits.
Now we have regular team performance, management reporting, greater manager oversight and importantly, higher profits.”
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.