Use Xenon Connect connected KPIs to automate reporting in Elevale. Pair metrics with OKRs, dashboards on KPIs & Dashboards, and weekly business reviews.
Bookkeeping reviews
Clients needing attention on the weekly operations dashboard.
Average bookkeeping score as a firm-wide quality KPI.
Open a company profile when a manager wants that client's score and issue count.
Next steps
Connect: Setup & usage
Pick metrics: Data points