Bureau Dashboard
The Bureau Dashboard gives an overview of your clients and payroll processing.
A Focus on Client Growth
The primary data shown is the number of clients and employees, including the amount of payroll processed during the year.
One of the most useful charts is the employee count per month. You will naturally see bumps in starters and leavers throughout the year, especially for clients with seasonal employees. This is highlighted better in a second chart of Starters and Leavers.
Automation Overview and Time Efficiency
The dashboard also highlights the use of EverRoll Usage, i.e. how many payrolls are using automated features. This highlights which actions you may not be fully utilising, which you can use to free up time.
For information on setting up automated payroll, check: EverRoll™: Automated Payroll and Tasks for Bureaus.
Using the Dashboard to Review Your Bureau Performance
The dashboard allows bureau managers to review their performance across time. Reviewing your data allows you to identify patterns, such as:
- busiest months in client additions
- patterns of starters/leavers
- overall performance of bureau
To ensure the growth and success of your bureau, have a look to ensure you retain existing customers while expanding your business to newer ones.