Where to find it: Practice dashboard

The practice-wide view — workload, deadlines and progress across every client and team member.

The Practice dashboard is the manager's-eye view of the whole firm: how much work is in flight, what's overdue, and where the bottlenecks are.

Where to find it

Sidebar → Overview → Practice.

What you'll see here

Workload by owner — who's carrying what, so you can rebalance.
Deadlines & compliance — upcoming and overdue lodgements at a glance.
Pipeline & billing snapshots — work coming in and value going out.

For the full reporting breakdown, see Reports and the practice dashboard.