How We Built the Smartest Real-Time Client Health Dashboard
How We Built the Smartest Real-Time Client Health Dashboard
Client
Snaplistings
Project Brief
Intern Emily Donoghue led the creation of a real-time P&L dashboard integrating QuickBooks and ClickUp data across two businesses. The system tracks client profitability, team utilization, and billable hours, using proprietary metrics like SnapScore to identify top- and bottom-performing clients. This automation replaces manual analysis, offering leadership instant, actionable insights into financial and operational performance.
Project Brief
Intern Emily Donoghue led the creation of a real-time P&L dashboard integrating QuickBooks and ClickUp data across two businesses. The system tracks client profitability, team utilization, and billable hours, using proprietary metrics like SnapScore to identify top- and bottom-performing clients. This automation replaces manual analysis, offering leadership instant, actionable insights into financial and operational performance.
Manual reporting was slow and fragmented, limiting real-time insight into client and team performance.
Challenges:
Integrating data from two separate QuickBooks accounts and aligning it with ClickUp time tracking.
Accurately calculating billable hours while accounting for PTO, holidays, and variable staffing.
Creating a scalable system that delivers real-time insights without manual intervention.
Manual reporting was slow and fragmented, limiting real-time insight into client and team performance.
Challenges:
Integrating data from two separate QuickBooks accounts and aligning it with ClickUp time tracking.
Accurately calculating billable hours while accounting for PTO, holidays, and variable staffing.
Creating a scalable system that delivers real-time insights without manual intervention.
An automated dashboard combining financial and time data to track real-time client and team performance.
We built an automated dashboard that integrates QuickBooks financials and ClickUp time tracking to deliver real-time insights into client profitability, team efficiency, and billable capacity. It calculates margin, weighted margin, and SnapScore, while accounting for PTO and holidays—giving leadership a clear, instant view of overall performance.
An automated dashboard combining financial and time data to track real-time client and team performance.
We built an automated dashboard that integrates QuickBooks financials and ClickUp time tracking to deliver real-time insights into client profitability, team efficiency, and billable capacity. It calculates margin, weighted margin, and SnapScore, while accounting for PTO and holidays—giving leadership a clear, instant view of overall performance.
90% Reduction in Manual Reporting Time
The automated system eliminated the need for manual data pulls and calculations, saving hours each month in operations work.
100% Client Margin Visibility
Every active client now has a real-time margin, weighted margin, and SnapScore, enabling faster decision-making and proactive account management.
Improved Billable Utilization Accuracy
By accounting for PTO and holidays, the dashboard provides a more accurate measure of each employee’s true billable capacity.
90% Reduction in Manual Reporting Time
The automated system eliminated the need for manual data pulls and calculations, saving hours each month in operations work.
100% Client Margin Visibility
Every active client now has a real-time margin, weighted margin, and SnapScore, enabling faster decision-making and proactive account management.
Improved Billable Utilization Accuracy
By accounting for PTO and holidays, the dashboard provides a more accurate measure of each employee’s true billable capacity.
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Schedule your consultation today to maximize occupancy and boost revenue.
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