How To View Analytics


This module provides insightful statistics on Jobs in Progress, Jobs Completed, and Team Members over various timeframes, such as 1 week, 4 weeks, monthly, quarterly, and yearly. You can also view statistics for specific dates as needed. Additionally, this section presents details of Ratings and Reviews given by Taxpayers to Tax Practitioners.

Step 1: To access these analytics, navigate to the Analytics module.

How to Check 'Team Member Statistics'?

By default, statistics for all team members (both present and deleted) are displayed. To view specific team member data, follow these steps:

Step 1: Scroll down to the Team Member Statistics section.

Step 2: Select the checkbox next to the team member for which you want to see statistics.

How to Check 'Firm Ratings'?

The average rating for the firm is indicated at the beginning of this section. The Donut chart represents the count of each star rating, and you can check the count by hovering over it. The Bar Graph shows the average rating per team member, and you can obtain exact details by hovering over each bar.

How to Check 'Firm Reviews'?

By default, the reviews for the entire team will be displayed in descending order from newest to oldest. To view reviews and ratings for a specific team member, select their name from the 'Show reviews for:' dropdown menu.

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