Reporting & Analytics

PracticePro 365 transforms raw numbers into actionable intelligence – giving your partners, managers, and staff the clarity they need to make informed business decisions in real time.

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Advanced Reporting

Turn complex data into clear, confident decisions.

  • Access real-time firmwide metrics including WIP, AR, realization, utilization, and billing performance in a single view.
  • Empower leadership to identify trends, bottlenecks, and opportunities without relying on disconnected spreadsheets.
  • Eliminate manual reporting delays with real-time, data-driven insights.
  • Filter and segment data by partner, service line, or engagement for deeper analysis and operational clarity.
  • Equip partners and managers with KPI visibility to guide strategic growth.
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Power BI Dashboards

Visualize your firm’s future with clarity.

  • Leverage interactive Microsoft Power BI dashboards built directly into PracticePro 365 – no third-party
connectors required.
  • Personalize dashboards by role, so each user sees the metrics that matter most to their responsibilities.
  • Monitor key performance indicators across teams, clients, and service lines with real-time visualizations.
  • Quickly export or present dashboards to partners and clients, streamlining reporting cycles.
  • Forecast future performance with predictive analytics powered by your firm’s live data.
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Transform how your firm measures, plans, and grows.

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