Project Description

Analytics dashboard for WorkflowMax

Who it is good for

Firms using WorflowMax and want better analysis around the vast data captured in it.

What it does

To allow advanced data analysis, we regularly pull relevant data from WFM (mainly billing, timesheets and costs), and enter it into an business intelligence dashboard. In this dashboard we build your own customised reports, all data is extractable, and reports can be scheduled and sent automatically.

You can analyse productivity, KPIs, margins, client groups and more.

You could even let your staff login to see their own performance and how they are tracking along.

Think you might benefit from a custom integration? Book a quick chat with ConvertworX and we will explore it with you.

Inbal Steinberg

Founder at ConvertworX
Inbal Steinberg is a cloud solution specialist and cloud integrator with Convertworx based in Melbourne, Australia. With over 20 years experience as an IT systems analyst, Inbal spends her days reviewing business processes, data flows, and finding the best cloud solutions for clients. Backed by the team at Convertworx, Inbal is the go-to person for cloud advice which is sought after by both SME’s and top accounting firms in Australia.
Inbal Steinberg