Performance Dashboard

Direction of travel on the metrics that matter, for the selected entity.

The headline and the one action from each area. Click through for detail.

Channel performance, the marketing funnel, organic search, own paid and social — for the selected entity.

Active client book, health and renewals — by office (entity).

Deals created in 2026 and where they stand now (by creation cohort).

Quotes by quote date this year. Accepted-but-not-invoiced is revenue waiting to be billed.

Accounts brought in, by originator.

ActiveCollab billable hours vs HR Partner headcount. May ran at billable group-wide.

Revenue is lumpy (quarterly billing); cost is steady. The gap each month is what moves cash.

Revenue (Xero, invoiced) minus cost (cashflow sheet). Group is the true figure; entity splits use an approximate cost allocation.

Xero, both entities, month-to-date.

Headcount by entity and team; invoiced revenue per active employee. Capacity = headcount × 8h/day.

Operator view. Star the ones that matter and they pin to "Things to work on" on the Overview tab.