POLACCOUNTANCYPOL INTERNAL · PHASE 14 · DEMO

Practice analytics

Revenue, acquisition, client health, compliance and team capacity — one management view for POL.

WorkspaceCRMOperations
Demo environment: figures below are realistic sample data for product testing. No live financial data is shown.
Last refreshed · 18 Aug 2026 · 18:19
MONTHLY RECURRING REVENUE£4,860+18.4% in selected period
ACTIVE CLIENTS23£211 average monthly value
PIPELINE VALUE£1,720Qualified + proposal opportunities
ON-TIME COMPLIANCE96.4%Quarterly & filing deadlines
EST. CAPACITY+7Clients before staffing pressure
REVENUE TREND

Recurring revenue is compounding.

+£780
Start
Now
Opening MRR £2,860Current MRR £4,860Net growth £2,000
2026 TARGET

£6k MRR

81%of target

At the current average client value, approximately 6 more active clients are needed.

ACQUISITION FUNNEL

Lead → client conversion

27.4%
New leads84
Qualified52
Proposal sent36
Onboarding27
Active clients23

Largest leak: 16 qualified leads did not reach proposal/onboarding. This is the highest-value follow-up opportunity.

CLIENT ACQUISITION

Where active clients came from

23 clients
Google / SEO9
Referral6
Driver groups4
Paid social3
Other1
Best quality channelReferral · lowest churn risk · £244 avg. monthly value
OPERATIONS

What is blocking client work

23 blockers
Awaiting records8
Bookkeeping review5
HMRC connection4
Client approval3
Payment issue2
Other1
Open daily workspace →
TEAM CAPACITY

Workload by owner

74% utilised
Ali31 open items · 6h 24m82%
Accountant 222 open items · 4h 48m64%
Unassigned11 open items · 2h 05m38%
Capacity signalCurrent load can absorb roughly 6 additional POL Driver clients before the workspace passes the 85% warning threshold.
CLIENT HEALTH

Portfolio risk

23clients
15 Healthy5 Watch2 High risk1 Critical
COMPLIANCE

Upcoming obligations

3Due in 7 daysHigh attention
7Due in 30 daysOn track
1OverdueEscalated
12Ready / submittedHealthy
MANAGEMENT SIGNALS

What to do next

01Recover qualified leads16 opportunities stalled before onboarding.
02Reduce records chasingAwaiting records is 34% of all blockers.
03Protect capacityAli is already at 82% utilisation.