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What does the KPI page show?

KPI shows working associates, hours, active clients, retention, and assignment flow.

Click KPI.

  1. Open Overview. The tiles are Working associates, Hours last week, Active clients, and 90 day retention.
  2. Switch the range with 12w or 26w.
  3. The charts include assignment flow, how fast clients pay, clients gained and lost, concentration, penetration, and retention.
  4. The other tabs are AI Analysis, This week, Workforce, Assignments, Clients, Revenue, Cash, and Geography.

Good to know

  • KPI is for partner owners who can see invoices, distribution reports, and the rate fields. Payrolling companies do not get this page.
  • Staff have a separate whole-book KPI. That page is not this one.

Questions? Contact BOSS Support at support@backofficenow.com.