Analytics
·
HOW THE PRACTICE IS CLOSING
Last 6 closes
All partners
All clients
Compare
Close health
On-time delivery across the practice
94%
+6 pts vs last close
JAN
FEB
MAR
APR
MAY
JUN
Avg days to close
2.4
days
Recon match rate
99.4
%
Hours returned
266
this mo.
Client health
Ranked by close speed this period
#
Client
Days
On-time
Δ
1
Mendez Plumbing
1.8
100%
+1%
2
Harbor Coffee Co.
2.1
99%
+2%
3
Birch Street Dental
3.0
98%
+1%
4
Lakeside Fitness
3.4
95%
−2%
5
Northside Vet Clinic
3.6
94%
+1%
6
Pier 9 Seafood
4.2
88%
−5%
Where Bursar gave time back
266 hours returned to the firm this month, by workflow
Reconciliation
112 h
Categorization
78 h
Document chasing
44 h
Reporting & delivery
32 h