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Overview: Client Insights
Overview: Client Insights

A powerful addition to the Client Area, providing you with quick snapshots to understand your firm's setup, efficiency, and client activity.

Jhanav Lakhiani avatar
Written by Jhanav Lakhiani
Updated over a week ago

We have introduced a new dedicated Insights section to provide you with metrics to help make important decisions with client data, fees and work scheduled in your firm to enhance workflow setup and team efficiency.

Let's explore the key features, in order of appearance, within the Insights section:

Data Quality

We've added a health score feature providing an overview of the quality of your clients' data.

This score links to the client Health Check report or client Data Quality reports, allowing you to address any issues and improve data accuracy.

XBert Risk Alerts

The number of XBert risk alerts and the associated potential financial risk will now be displayed. This will help you prioritise clients and address potential risks promptly, ensuring compliance and minimizing client financial losses and team compliance risk.

This feature allows you to immediately view XBerts for the specific client in your Work list and sort it automatically to make your work more efficient at your convenience.

Practice XBerts

Practice XBerts are XBert alerts that are specific to your practice data. These alerts would indicate changes you need to make to ensure clean practice data.

Client Data Activity Trend

Highlighting an increase or decrease in data entered into your clients' files compared to the prior month, it was designed as a prompt to consider adjusting your fees more regularly, especially if your clients are experiencing rapid growth that may require additional time and resources.

This chart clicks through to a new client-specific Activity report so you can access trends in data entry sources – great to justify fee increases.

Unreconciled Count

This allows you to address any outstanding reconciliations promptly, ensuring accurate financial records by quickly accessing the client's bank account dashboard.

Estimate Accuracy Chart

This will help you assess the reasonableness of your work schedules or the speed at which your team completes tasks. This chart displays twelve weeks of tasks completed with time committed over the estimated time allocated on the task or schedule.

This chart links to a detailed report, providing insights into estimate accuracy.

Billable Ratio Chart

This chart provides twelve weeks of information on time entered that was not marked as billable.

Use this chart to decide on additional service fees or ensure accurate time tracking within your team.

User Audit

With this feature, you can see each client's most active team member which links to user activity reports.

This allows you to track individual performance and ensure efficient allocation of resources.


The icon under this section is a Client Report Link - A quick link to the client reports section in XBert. This allows you to access detailed reports and insights specific to each client.

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