Monthly revenue tracked
GoodPHP 55,500
Capacity utilization
Watch68%
Client health
Watch2 watch items
Deadline exposure
Risk3 this week
SOP posture
Watch2 need review
Review control
Risk4 pending
Analytics Boundary
Operating intelligence with professional review
Practice Analytics summarizes workspace activity across engagements, portal requests, SOPs, deadlines, billing, and review controls. It supports management visibility while keeping professional judgment and client-specific review in control.
Intelligence Hardening
work area map, persona metrics, and AI boundaries
Intelligence now connects command, search, analytics, readiness, and specialist AI outputs while keeping review-first professional boundaries visible.
Command Center
Workspace state, readiness, next action, and priority queue.
Command output points to source routes before action is taken.
Work Queue
Setup, client, document, review, and deadline work requiring action.
Queue work remains actionable and source-bound.
Global Search
Workspace search across activity, clients, leads, documents, and related records.
Search respects workspace visibility and record boundaries.
Practice Analytics
Revenue, capacity, client health, deadline, SOP, billing, and review intelligence.
Analytics explains signals but does not replace professional review.
Readiness Analytics
CPALE readiness, weak topics, mock trend, study consistency, and repair priority.
Learner readiness is evidence for study planning, not a guarantee of exam result.
Specialist AI
Specialist workflow assistance with explicit professional review boundaries.
AI assistance must remain draft-first and reviewer-controlled.
Persona metric priorities
Boundaries
Review first
Intelligence can recommend next actions, but CPA judgment and owner review remain required.
Source anchored
Every signal should reconcile to the source route, record, or queue that produced it.
Workspace scoped
Search, analytics, and AI outputs must respect workspace access and client-data boundaries.
Draft AI
AI-assisted specialist outputs remain drafts until reviewed, approved, and tied to evidence.
Metric Drill-Down
Deadline exposure taxonomy
Analytics separates date facts from risk interpretation so dashboard, calendar, and queue counts can reconcile.
calendar Registered
4
due Soon
4
due This Week
0
exposure Risk
3
overdue
0
pending Review
1
Why
Due-soon items include client commitments and filing review dates.
Source
Reyes Foods Trading and North Harbor Foods drive the current exposure.
Resolve
Open the operating queue, collect missing files, and mark owner review.
Revenue
Revenue and billing posture
Track active engagement value while keeping invoice review connected to delivery and closeout.
Client Health
Client and delivery health
Client health combines portal requests, document controls, and review dependencies.