Dashboard
March 2025
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My Clients
Select a client to enter their monthly score
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| Client | Monthly fee | Score | Action |
|---|
Team Overview
All clients across all accountants — March 2025
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| Client | Accountant | Monthly fee | Score |
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Settings
Manage clients, accountants, and scoring criteria
Add new client
New clients appear immediately for the assigned accountant
All clients
Reassign or remove clients at any time
Add new accountant
They will appear in the login screen immediately
Current accountants
Scoring criteria & point values
Edit the points awarded for each grade. Changes apply to all future scoring sessions.
Score thresholds
Define what scores trigger green, amber, and red indicators
● Green — On track. Score at or above:
pts
● Amber — Needs improvement. Score between amber and green:
pts
● Red — Attention required. Score below amber threshold.
Automatic — anything below amber
"Needs attention" dashboard flag triggers below:
pts
Reports: late penalty
Points deducted based on days after the 10th