PS Help: Practice Manager
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https://help.myob.com/wiki/x/ADGEAQ

 

 


 

 

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Not applicable for sites without Practice Manager

Practice KPI provides an overview of the practice in a graphical format using the information in the database. You can see things at a glance at any point in time.

You can view the key performance indicators (KPI) associated with:

  • an employee (personal)

  • the partner/manager

  • the practice as a whole.

These views show the following information:

KPIs

Personal

Partner/Manager

 

To view Practice KPI
  1. Click Practice KPI on the toolbar. The Practice Manager page opens.

  2. Select the Practice Manager view from the drop-down. The associated graphs are displayed.

  3. Use the right-click menu to customise the input data for the graph in the view. Each graph has an individual set of associated right-click menu options.

Saving and resetting the Practice KPI

Practice Manager only

You can make some changes to the views within Practice KPI, such as selecting display options and data filters.

Click Save homepage from the Tasks bar to keep these changes for the view.

Click Reset homepage from the Tasks bar to revert to the previous settings for that view.

 
Related topics

(AE) Aged Debt Toolbox option

(AE) Aged WIP Toolbox option

(AE) Approve Toolbox option

(AE) Employee Budget Analysis Toolbox option

(AE) KPI Data Toolbox option

(AE) Productivity Toolbox option

(AE) Top Ten Toolbox option

(AE) Twelve Month Data Toolbox option

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  Overview

  Using Practice Manager

  Clients and contacts

  Employees

  Suppliers

  Assignments (AE)

 

  Timesheets, disbursements
and expenses

 

  Billing

  Debtors

 

 

  Bookkeeping

 

 

  Other topics

practiceSolutionsHelp
Accountants and Partners
Practice Manager
AE Practice Manager (AU)
AE Practice Manager (NZ)
AO Practice Manager (AU)
AO Practice Manager (NZ)
Australia
New Zealand

Copyright 2023 MYOB Technology Pty Ltd. All rights reserved. This help topic is provided as a guide only, in accordance with our Legal Disclaimer.
For specific taxation or accounting advice, please consult the relevant tax authority or regulator.