Zoho Practice - Home

The Home page is the first thing you’ll see when you access Zoho practice. Within it, you will find the following tabs:

• Dashboard
• Getting Started

Dashboard

The dashboard displays key metrics that help you keep tabs on your accounting firm without having to generate reports each time.

Active Clients

This displays the total number of clients who are active in your organization. You can also view the number of clients who are of type Zoho Client vs. Other Client. Clients are considered Active if you have created a transaction such as a task or a client request for them in the past 90 days.

This metric is helpful while conducting a revenue analysis for your firm and to guage how your firm is performing. A rising number of active clients is related to increased revenue, offering insights into business growth. This information helps you plan ahead, making sure you have enough people and allocate resources efficiently to take care of all your clients.

Client Engagement

Here, you will be able to view all the transactions and activities related to your clients each day in a month. You can also use the filter to view client interactions for the previous month. This can help you get a wide overview of the numbers related to the total activities your firm undertakes for clients in a month.

Tasks Breakdown

This displays the number of tasks in your organization in different statuses. You can use the filter to view tasks by order of priority or by status.

Tasks Progress

An overall view of the tasks displayed according to their percentage of completion.

Client Requests

This displays the number of client requests in your organization in different statuses.

Tasks Status - User-Wise

You can view the status of tasks such as Due Today, Overdue Tasks and In Progress tasks displayed by each user in your organization.

Unbilled Tasks

You can view the number of tasks that are unbilled and the list of the tasks.

Getting Started

If you’re new to Zoho practice, the Getting Started tab houses valuable checklists and resources that will guide you to get up and running.