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.