18 · Analytics
See exactly how your practice is performing.
FinnDesk Analytics gives partners and managers a live view of what matters — revenue collected, work in progress, team utilisation, overdue tasks and client health — without building a single spreadsheet.
- Live revenue, WIP and collection dashboards
- Team utilisation and task completion by member
- Client health scores and at-risk alerts
- One-click export to PDF or Excel
Analytics
LIVE₹18.4L
Revenue this month
- Collected · Oct ₹18.4L
- WIP · In progress ₹6.2L
- Overdue invoices ₹1.1L
- Tasks completed 94%
- Utilisation · Team avg 87%
Active clients
142
Tasks on track
94%
Collection rate
91%
91%
Invoice collection rate for active firms
15%
More revenue captured vs spreadsheet tracking
0
Spreadsheets needed for partner review meetings
Capabilities
What Analytics actually does for you.
Revenue and billing dashboard
See total invoiced, collected and outstanding for any period. Drill down by client, service or team member to find where revenue is leaking.
Work-in-progress tracker
Know the value of work that is started but not yet invoiced. WIP by client, by service code and by team member — updated as tasks close.
Team utilisation reports
Billable vs non-billable hours by team member and by period. Spot over-capacity early and rebalance workloads before deadlines slip.
Client health scores
Each client gets a health score based on task completion, invoice payment behaviour and communication response rate. At-risk clients surface automatically.
Compliance completion rates
Track what percentage of scheduled filings were completed on time — by client, by filing type and by team. Your audit trail is built in.
Export and schedule
Export any report to PDF or Excel on demand, or schedule it to land in your inbox on the first of every month.
How it runs
Four steps, and then it looks after itself.
Configuration is a one-off. After that the module runs on your schedule and only asks for a human when something genuinely needs one.
- 1
Connect your data
Analytics draws from tasks, billing, attendance and clients already in FinnDesk — no manual import or separate data entry.
- 2
Pick your view
Choose from pre-built dashboards for revenue, WIP, compliance, team and clients, or build a custom view.
- 3
Set alerts
Configure thresholds — overdue invoices above a value, utilisation below a target — and get notified before a problem becomes a crisis.
- 4
Share and schedule
Share a live dashboard link with a partner or schedule a monthly report to arrive automatically.
FAQ
Analytics, answered
Still unsure whether it fits how your team actually works? Ask us the awkward version of the question — we would rather answer it now than after you have migrated.
Talk to us Does Analytics pull data from all FinnDesk modules automatically?
Yes. Analytics is connected to tasks, billing, clients, attendance, timesheets and compliance — everything updates in real time as your team works.
Can I create custom reports for specific clients or services?
Yes. Reports can be filtered by client, service code, team member, date range and status. Save any filter set as a named report for quick access.
How far back does the data go?
Analytics covers the full history of your FinnDesk account from day one. Historical comparisons — this month vs last month vs same month last year — are built into the standard dashboards.
Can partners see only their own client portfolio?
Yes. Role-based permissions mean each partner sees their own portfolio dashboard. Firm-wide views are available to managing partners and admin roles only.
Pairs well with
19
Timesheet
Log time against clients and tasks so every billable hour is captured and every invoice is accurate.
20
Chat
Team messaging built into your workspace — keep conversations next to the work they are about.
21
Mentions
Tag teammates, clients or tasks in any comment or message to route information instantly.
Put Analytics to work this week.
Start with this module alone, or switch on the rest of the platform alongside it. Either way, setup takes minutes rather than a quarter.
No credit card required · Setup in under 10 minutes · Cancel anytime