Link Reporting

Setting up Link Reporting

• Editing Scheduled Reports
• How to View Historical Base Rates in WFM / XPM
• Importance of Time Settings for Link Reporting
• Setting up Overhead Mappings
• Setting up Base Rate Mappings with XPM / WFM
• Setting up Staff Mappings

Interpreting Team and Individual Performance

• Revenue vs Invoiced values in Link Reporting
• Billable Amount (time) in the WIP Movement does not always equal Billable Time in the Team and Individual Performance Reports
• Why is my Practice Performance report different to Xero?
• Productivity vs Utilization vs Capacity
• Job Budgets not Syncing with Link Reporting
• The Treadmill to Nowhere: Why using fixed staff costs for calculating staff ROI % is a bad idea

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Understanding your Work In Progress

• Client Profitability over time: Client Performance vs Client Profitability reports in Link Reporting
• Variance Between Invoice Totals in Link & XPM
• What is Work In Progress and why is it important?
• Calculating and Interpreting WIP Lock Up Days