M&A Financial Group — Executive Command Center

M&A Financial Group

Executive Command Center — 4 Divisions · 190 Staff · 120 Active Clients

Live · Updated 2m ago
XPM Connected (5-min refresh)
Employment Hero (Daily sync)
FYI Active
Division Comparison
Click any division to filter all dashboard data
Billing Trend — Last 4 Months
Recoverable Rate vs Break-Even
WIP Days by Division
Lock-Up Analysis by Division
Billing Percentage by Division
Write-Off Analysis by Division
Recoverable Rate by Division
Charge rate adjusted for write-offs and non-billable time — the real hourly return
Cost Structure Breakdown
Staff cost (from EH payroll) + overhead allocation = break-even. Everything above is profit.
Staff Performance — All Divisions
Charge and cost rates from XPM + Employment Hero. Billing % from XPM time entries (90-day window).
LIVE
Partner Portfolio Overview
📈 Revenue Forecast — Next 6 Months
Client Book — Performance
🚨 At-Risk Clients
🎯 Growth Opportunities
⏱️ Team Capacity
📉 Write-Off Analysis (QTD)
🏢 Partner Comparison — Firm-Wide
🧩 Revenue by Service Type
📊 Client Fee Distribution
AI Assistant
XPM + EH + FYI · Ask anything
G'day Boss. I've got live access to your XPM time entries, Employment Hero payroll data, and FYI documents. Ask me about WIP, staff costs, billing recovery — anything across the firm.