Dashboards & reporting
Accounting Practice Dashboards and Performance Reporting
Turn everyday practice activity into clear, actionable reporting. Remindoo gives accountants and bookkeepers a connected view of tasks, time, workload, new business, services and client growth. Use date-based reports, shared filters, interactive metrics and CSV exports to understand what is happening across your practice.
Built for UK accountants, bookkeepers and growing accountancy practices.
One Dashboard for Your Entire Accounting Practice
An accounting practice dashboard brings your practice's reporting into one place. Remindoo has seven reporting sections you move between without spreadsheets or separate systems.
- Tasks
- Timesheet
- Capacity Planning
- Leads
- Proposals
- Employee & Services
- Client Summary
- Operational visibility and deadline monitoring
- Workload, time and utilisation reporting
- New-business and service performance
- Client growth and employee-level insights
Customise the Dashboard for Each Role
- Choose which sections appear and enable several at once
- At least one section stays enabled, with a selected-section count
- Save your chosen configuration
- Available sections depend on Roles and Permissions
For example, a practice owner may need client growth, revenue and capacity reporting, while a team member may need task, timesheet and workload information.
See roles and permissionsApply Filters Across the Dashboard
- Where
- Condition
- Value
- Filters apply across dashboard tabs
- Pick a reporting field, condition and value
- Add more conditions or clear them all
- Save and apply, and see when a filter is active
- Example: filter reporting by team
Select the Reporting Period
Every report is shown for the date range you choose, so you can review activity over a consistent reporting period.
Task and Service Performance Dashboard
The Tasks dashboard summarises work across all services, or one service at a time.
- Accounts
- VAT
- Payroll
- Self Assessment
- Confirmation Statements
- Bookkeeping
- CIS
- Corporation Tax
- AML and ID
- Proposals
- Company Formation
- Other services
Track work by status
- Information Requested
- Work in Progress
- Under Review
- With Client
- Filed or Completed
- Overdue
Click any card to see the tasks behind it.
Monitor deadlines and risk
- Internal deadline adherence
- External or statutory deadline adherence
- Approved or held work awaiting invoicing
- Work marked at risk, to highlight what needs attention
- Filed externally or closed with notes
- Work awaiting quality assurance
- Year ends within the period
Service performance trends
- Completed vs work in progress vs overdue, over several weeks
- Average days to completion
- Team workload visibility
Engagement and Collaboration Reporting
- Checklist items checked, comments and notes added
- Activity trend over time
- Employee-level breakdown and practice totals
- CSV export
This shows collaboration and workflow activity — it isn't an employee performance score.
Team Workload and Capacity from Tasks
- Team member
- Completed
- Work in progress
- Waiting
- Overdue
- Calculated load
- Team totals
Managers can spot uneven workloads, high overdue levels, people with spare capacity and work that may need reassigning.
Timesheet Reporting for Accountants
- Date range
- Employee and team reporting
- Overruns
- Time-recording status
- Logged time today / none today
- Required hours
- Logged hours
- Billable hours
- Non-billable hours
- Hour variance
- Utilisation
- CSV export
Compare expected and recorded time, spot missing timesheets, monitor overruns and support capacity decisions. Utilisation is one input, not a measure of quality.
Capacity Planning for Accounting Teams
- Workload planning
- Status rules
- Workload and status planning grid
- Employee filters
- Department filters
- Status filters
- Progress filters
- Date range
- CSV export
Capacity planning for accountants helps you review current and upcoming workloads, compare departments, monitor progress, find constraints and plan who does what.
Lead Reporting
A date-based overview of lead activity, sources, categories, status and pipeline, so you can review new-business activity over the period.
See lead managementProposal Reporting
Review proposal activity, status and trends over your chosen period for a clear view of the proposal pipeline.
See proposal softwareEmployee and Service Reporting
Employee task breakdown
Review task activity and responsibility by employee.
Service deadline summary
Review service deadlines across the practice or for one service.
Service time analysis by employee
Review time recorded against services and employees.
Filter by employee or service, show only employees with logged time and choose a date range.
Client Summary and Growth Reporting
- Total clients
- Active
- Archived
- Frozen
- Draft
- New clients
- Clients who left
- Total revenue
- Annual recurring value
Client status distribution
See how clients are spread across Active, Archived, Frozen and Draft.
Client movement
- New clients onboarded and clients who left
- Net client growth
- Value added by new clients and lost from departing clients
Client growth trend
A chart of client growth over time.
Clients by type
A table showing each client type's total, Active, Archived, Frozen and Draft counts, revenue and totals, with CSV export — covering types such as private and public limited companies, companies limited by guarantee, unlimited companies, sole traders, landlords, partnerships, LLPs, trusts, overseas entities and others.
See client managementExport Dashboard Data
Relevant report tables export to CSV, so authorised reporting can be shared internally or analysed further.
Reporting Connected to Everyday Work
The dashboard reports on work your team already does in Remindoo:
- Tasks, checklists, comments and notes
- Timesheets, employees and teams
- Services and service templates
- Leads, proposals, clients and invoices
Frequently asked questions
What is an accounting practice dashboard?
A central reporting view of a practice's work, time, capacity, new business and clients. Remindoo's dashboard draws this from the work your team already does in Remindoo.
Which reporting sections are available in Remindoo?
Seven: Tasks, Timesheet, Capacity Planning, Leads, Proposals, Employee & Services, and Client Summary.
Can I customise which dashboard sections appear?
Yes. You choose which sections to show and save the configuration; at least one section must stay enabled.
Are dashboard sections controlled by user permissions?
Yes. The sections available to each person depend on their role in Roles and Permissions.
Can I apply filters across multiple dashboard tabs?
Yes. The shared filter builder lets you pick a field, condition and value, add conditions and apply the filter across tabs — filtering by team is one example.
Can I select a reporting date range?
Yes. Reports are shown for the date range you select.
Can I report on tasks by accounting service?
Yes. You can view all services or focus on one, such as Accounts, VAT, Payroll, Self Assessment, Confirmation Statements, Bookkeeping, CIS or Corporation Tax.
Can I monitor overdue and at-risk work?
Yes. The Tasks dashboard shows overdue work and work marked at risk, helping highlight what needs attention.
Can I view internal and statutory deadline adherence?
Yes. The Tasks dashboard shows both internal deadline adherence and external or statutory deadline adherence.
Does Remindoo include timesheet reporting?
Yes. The Timesheet dashboard reports by employee and team, including overruns, time-recording status, hours, variance and utilisation.
Can I compare required and logged hours?
Yes. It shows required hours, logged hours and the variance between them.
Can I report on billable and non-billable time?
Yes. Billable and non-billable hours are reported separately.
Can I monitor employee utilisation?
Yes. Utilisation is shown in the Timesheet dashboard. It is best read alongside other context rather than as a measure of quality.
Does Remindoo support capacity planning?
Yes. The Capacity Planning dashboard includes workload planning, status rules and a workload and status planning grid.
Can I filter capacity by employee or department?
Yes. You can filter by employee, department, status and progress, and choose a date range.
Can I report on leads and proposals?
Yes. The Leads and Proposals dashboards give a date-based overview of lead and proposal activity.
Can I analyse employee tasks and service deadlines?
Yes. Employee & Services includes an employee task breakdown, a service deadline summary and service time analysis by employee.
Can I see client growth and movement?
Yes. Client Summary shows new clients, clients who left, net growth, value added and lost, and a client-growth trend.
Can I view revenue by client type?
Yes. The Clients by Type table shows counts by status and revenue for each client type.
Can dashboard data be exported to CSV?
Yes. Relevant reporting tables can be exported to CSV.
See Your Whole Practice in One Dashboard
Book a Demo to see how Remindoo reports on tasks, time, capacity, new business and client growth.
Book a personalised demonstration based on your firm’s own process.
Why practice reporting matters
You cannot manage what you cannot see. A practice dashboard turns day-to-day work into numbers owners and managers can act on.
Early warning on deadlines
Seeing overdue and upcoming work across the firm lets you step in before a penalty is at risk.
Informed hiring decisions
Client growth and workload trends show when it is time to recruit.
Understand your client mix
Clients by type show which services and sectors drive your practice.
Accountable teams
Shared reports make performance discussions factual and fair.
Practical tips from UK practice
- Review the dashboard at the same time every week with team leads.
- Track overdue tasks as a trend, not a single number.
- Compare client growth with team capacity before taking on large new clients.
Related Remindoo features
Written and reviewed by Waqas Sagar ACA FCCA FMAAT, Chartered Accountant with 18+ years in practice. Founder and MD of Accotax, an ICAEW, ACCA and AAT regulated London practice that has served over 5,000 clients, and founder of Remindoo. Guidance is general; check current GOV.UK and professional body guidance for your firm.
What UK practices say about Remindoo
Read all reviews on Trustpilot“With Remindoo, everything from the first enquiry to onboarding and ongoing client management is tracked in one place… It saves us hours and gives me, as a practice owner, complete visibility of where the firm stands.”
“The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place.”
“During my trial, the team were absolutely amazing. They helped onboard my clients, set up my settings and made sure everything was ready for me to use… they made the whole process completely stress-free.”
“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”
