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.
Brendan Podevin, DirectorWilson Accounting“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.”
Stephanie Pope, DirectorSBA South Island“We’d tried multiple other tools, but found them overly complex with too many moving parts. They weren’t particularly intuitive for day-to-day use, so the team didn’t engage with them consistently. As a result, there were gaps in how often we reviewed performance, and we lacked a simple, reliable way to stay on top of key metrics across the business.”
Stuart Lowe, DirectorSP Solutions“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.”
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.