The 8 KPIs Every Accounting Practice Should Watch Weekly (and How to See Them in One Dashboard)

The six stages — Info Requested, Work in Progress, Under Review, With Client, Filed / Completed and Overdue — each carry a live count, and service chips above them show how the work splits across Accounts, VAT, Payroll, Self Assessment and the rest. The stage to watch hardest is Info Requested: it is where jobs quietly stall waiting for records the client has not sent, and it is invisible in a task list sorted by deadline. Many firms aim to keep Info Requested the shortest queue on the board; when it grows, chase the records early rather than at the deadline. Clicking any tile opens the exact jobs behind the count — task, assignee, client, service, status and deadlines — with sub-status chips, search and Export CSV.

The Overdue stage counts every job past its deadline. It is the clearest single signal that a statutory deadline is in danger — a VAT return, a confirmation statement or a Self Assessment return that is already late will not fix itself. Many firms aim to start every week with overdue at or near zero, and treat anything else as Monday's action list: open the overdue jobs, find out why each one slipped and assign a next step. Because the count is live, you can see whether last week's actions actually cleared the backlog or whether the same jobs are simply ageing.

Remindoo measures adherence two ways. Internal Adherence counts internal deadlines completed on time — your own targets, which are about process discipline. External Adherence highlights missed statutory deadlines — Companies House accounts and confirmation statements, HMRC Self Assessment, VAT and CT600 filings — which are the ones clients, regulators and penalties notice. The distinction matters: a missed internal date is a process conversation; a missed statutory date is a client conversation. Many firms aim to keep external adherence at or near 100% and treat every miss, however small, as a review point rather than a rounding error.

Invoice Pending flags work that has been approved or held but not yet invoiced — completed effort that is not yet cash. This is lock-up in the making: the work is done, the client has not been billed and the fee is sitting in someone's to-do list. Many firms aim to raise the invoice within days of approval; the number to watch is the trend, not one bad week. When Invoice Pending stays high, the fix is usually procedural — who approves the work, who raises the invoice and when — rather than working harder. Weekly review keeps it from becoming a quarter-end surprise.

At Risk picks out jobs that were filed externally or closed with notes, so work that left your hands — or ended with a comment — stays visible on the dashboard. It is a small number that prevents quiet problems: filings made outside Remindoo, jobs closed with open questions, or work that ended without a clean resolution. Many firms glance at At Risk every week precisely because it never shouts; the jobs it lists are the ones nobody is currently chasing, and they are often the ones a client call would have caught.

Team Capacity shows each team member's completed, WIP, waiting and overdue jobs with a load bar, so imbalance is visible before it becomes missed deadlines. Rebalancing is the point of the KPI: move work while there is still time to move it. Many firms check load weekly through the peaks — the January Self Assessment run, the spring year-end push — and use the same table outside the peaks for appraisals and hiring decisions, because it records who is carrying what without relying on anyone's memory.

The Timesheet dashboard compares required hours with logged hours and splits billable from non-billable time, by employee and by team, with utilisation alongside. Utilisation is best read in context: many firms watch it against their own fee model and team mix rather than a single universal target. What matters is the direction of travel — logged hours falling behind required hours means timesheets are incomplete or capacity is thin, and a falling billable share means non-billable work is eating fee-earning time. The variance column shows the gap between what should have been logged and what was.

The Overruns list shows every task where actual time exceeded the estimate — employee, client, task, estimated, actual and overrun. It is the fastest way to find fixed fees that no longer work: the same clients and the same services tend to appear every month. Many firms review overruns monthly and take the persistent ones to the next fee review, rather than absorbing them silently. Combined with the billable split on the timesheet, overruns turn “under-priced” from a feeling into a list you can act on.

Put fifteen minutes in the diary every Monday. Open the dashboard: two minutes on the six status tiles to see where work is queuing — especially Info Requested, where jobs stall waiting on clients. Three minutes on overdue and at-risk work. Two minutes on internal and statutory adherence — Companies House accounts and confirmation statements, Self Assessment, VAT and CT600. Two minutes on invoices pending, so approved work is billed before it becomes lock-up. Three minutes on team load and utilisation on the timesheet. The last three minutes: agree the actions, assign them and close the review. Eight numbers, fifteen minutes, no surprises.