Since last snapshot & critical path
Pipeline stage mix
Share of items in each stage of the workflow.
Volume by tax type
How the book of work splits across return types.
Completion against target
Checkpoint schedule
AI narrative — optional, powered by Claude
Turns the metrics on this page into a written brief for partners. Requires an Anthropic API key (entered in Settings, kept in memory only) or a configured proxy URL. Only aggregate numbers are sent unless you opt in to including names.
Practice health indicators
Standard busy-season management measures. Thresholds are internal management settings (editable in the file), not external or audited benchmarks.
Executive summary
Recommended actions
Prioritized from the indicators above and aligned with common large-practice busy-season management practices.
Change since previous snapshot
Workload attention
Workload indicators for management review — not performance conclusions about individuals.
Team / POC completion plan
Required pace is based on remaining returns and calendar days to the applicable extended deadline.