Practice Overview
Practice Overview is the advisory firm's home dashboard, consolidating every managed business into one view so you don't have to switch between them. It surfaces portfolio counts (businesses and team members), firm-wide accounts-payable totals, a per-client AP breakdown with close scores and health, and an AI insights panel that flags clients needing attention. It lives in the /settings shell and only appears for advisory firm accounts.
Key capabilities
- Top-line KPIs: total Businesses and Team Members in the firm
- Firm-wide AP totals: Total Outstanding and Total Overdue (overdue turns red when above zero)
- AP work queue summary: Bills Needing Review and Total Bills across all clients
- Per-client Client AP Breakdown table with outstanding, overdue, and bill counts
- Close score per client (with blocker count) linking into that period's close
- Computed health badge per client: Healthy, Watch, or At risk
- AI Insights panel that analyzes the portfolio and ranks clients by severity (info, warning, critical)
- Quick actions to Businesses, Staff/Members, and Approval Policies
- Default sort puts the most-overdue clients first
How it works
The dashboard pulls a firm AP summary plus portfolio counts, then derives health and sorting client-side.
flowchart TD
open["Open /settings?section=overview"] --> counts["Business + team counts"]
open --> ap["Firm AP summary"]
ap --> totals["Totals: outstanding / overdue / bills"]
ap --> perClient["Per-client rows"]
perClient --> health["Derive health from overdue ratio"]
perClient --> close["Close score + blockers"]
open --> ai["AI insights (on demand)"]How to use it
- Open Settings > Overview — available to advisory firm accounts.
- Scan the top KPI cards for portfolio size and firm-wide outstanding/overdue balances.
- Review Bills Needing Review and Total Bills to gauge AP workload across clients.
- Work the Client AP Breakdown table — it's sorted most-overdue first; re-sort any column as needed.
- Click a client's close score to jump into that accounting period's close.
- Click AI Insights to generate a cross-client analysis, then act on the highest-severity items.
- Use the quick-action cards to jump to Businesses, Members, or Approval Policies.
Pro tips
- Review the overview weekly to catch clients drifting into the "At risk" band before close.
- Treat Total Overdue as your triage signal — when it's red, start at the top of the AP breakdown.
- Use the AI Insights panel before status meetings; it summarizes which clients need attention and why.
- Close scores with blockers are the fastest path to "what's stopping this client's close?" — click straight through.
- Rebalance workloads using the Team Members count alongside the per-client health spread.
In-depth guide
KPI cards
| Card | Meaning |
|---|---|
| Businesses | Number of client businesses in the firm |
| Team Members | Number of firm users (staff) |
| Total Outstanding | Sum of unpaid AP across clients (cents, shown formatted) |
| Total Overdue | Sum of past-due AP; red when greater than zero |
| Bills Needing Review | Count of bills awaiting attention across clients |
| Total Bills | Total bill count across clients |
Client AP Breakdown columns
| Column | Description |
|---|---|
| Business | Client business name |
| Outstanding | Unpaid balance for that client |
| Overdue | Past-due balance (red when above zero) |
| Needs Review | Count of bills needing review (amber badge) |
| Total Bills | Total bills for the client |
| Close score | Period close score; shows blocker count and links to the period when available |
| Health | Derived badge (see below) |
How health is computed
Health is derived from the overdue-to-outstanding ratio for each client:
| Overdue ratio | Badge |
|---|---|
| Over 50% | At risk |
| Over 20% (up to 50%) | Watch |
| 20% or less | Healthy |
Clients with no outstanding balance default to Healthy.
AI insights
The AI Insights panel calls a firm-level analysis that returns ranked observations, each with a title, description, and severity (info, warning, or critical). It runs on demand when you open the panel, so the dashboard stays fast until you ask for it.
Solo vs advisory
This page is advisory-only:
- Solo accounts manage a single business and use the Books workspace dashboards instead.
- The Practice Management section (including Overview) appears only for firm accounts.
Edge cases
- With no businesses yet, AP totals show "—" and the breakdown table shows an empty state.
- The Export CSV button is present but disabled (labeled "Coming soon").
- If a client's AP data fails to load, the firm totals still render from the businesses that succeeded.