Firm Analytics (FirmIQ)
Intelligent analytics that go beyond dashboards — FirmIQ predicts trends, benchmarks your performance, and recommends actions to grow your firm.
Firm Health Score
Your Firm Health Score is a single number (0–100) that summarizes the overall performance of your referral program. It factors in referral volume, conversion rate, preparer activity, client retention, and payout health.
- Updated in real-time as activity occurs
- Drills down into each contributing factor
- Color-coded: green (healthy), yellow (needs attention), red (at risk)
- Week-over-week and month-over-month trend
Benchmark Charts
See how your firm compares against anonymized industry benchmarks. Benchmarks cover key metrics like average referral conversion rate, cost per acquisition, and preparer productivity.
- Your metrics shown alongside industry average and top quartile
- Segment benchmarks by firm size or service type
- Updated quarterly with fresh data
- Export charts for presentations or board reports
Predictive Insights
FirmIQ uses your historical data to predict future performance — referral volume, expected revenue, and risk signals. Get ahead of problems before they happen.
- 30, 60, and 90-day referral volume forecasts
- Expected commission payouts for the next period
- At-risk clients flagged based on inactivity patterns
- Preparer burnout risk signals
- Confidence intervals shown for each prediction
Recommendations
Based on your data, FirmIQ generates specific, actionable recommendations to improve your firm's performance. Each recommendation includes the expected impact and the steps to implement it.
- Ranked by potential impact (high, medium, low)
- One-click to act on a recommendation from the dashboard
- Track which recommendations you've implemented
- New recommendations generated weekly
Platform Dashboard
The main analytics dashboard gives you all key metrics at a glance:
| Metric | Description |
|---|---|
| Total Referrals | All referrals submitted in the selected period |
| Conversion Rate | Percentage of referrals that reached Completed status |
| Revenue Attributed | Total revenue from completed referrals |
| Commissions Paid | Total commissions disbursed to preparers |
| Active Preparers | Preparers with at least one activity in the period |
| Avg Days to Close | Average time from referral submission to completion |
| Intake Completion Rate | Percentage of started intakes that are fully submitted |
Data Export
Export any dataset from the platform in CSV or Excel format for use in your own tools, board presentations, or tax software.
- Export referrals, commissions, clients, payouts, and intake data
- Date range and field selection filters
- Scheduled auto-exports (weekly or monthly)
- Audit logs exportable for compliance