Charge and cost rates from XPM + Employment Hero. Billing % from XPM time entries (90-day window).
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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
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AI Assistant
XPM + EH + FYI · Ask anything
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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.