Chapter 3. Control towerPOC
Control center
The firm this week. Every number opens a drill-down, from hotspot to team, team to person, person to client, client to task.
Business pulse
Filters above apply to every section on this page.
Loading the business pulse.
From task history, assignments and agent runs
What's being processed
One row per deliverable, with the stages work moves through.
From task history and the intake inbox
Where the problems are
Average 0 days to detect a mistake.
Caught by
Hotspots
From QC findings
Client health
Healthy, watch and at risk across the clients in scope.
Loading client health.
From QuickBooks P&L, task history and QC findings
People and load
Weighted by client complexity. Open a person to see their clients and tasks.
| Accountant | Team | Clients | Weighted load | On-time | First pass | Top issue type |
|---|
From assignments, task history and QC findings. For coaching, not ranking.
Agents
Total agent cost this week: $0.
From agent runs in the audit log
Restaurant inputs
What owners send in, and how often a person has to step in.
Loading restaurant inputs.
From the intake inbox and chase agent