The new Practice Dashboard: See which ecommerce clients are ready to process, without opening a single ledger

Which of your ecommerce clients are ready to process this month, and which are missing information you will only spot in Xero or QuickBooks, days before the VAT return is due?

As it stands, each client’s channels sit behind separate logins.

So a settlement waiting to post, or a new product with no cost price, is easy to miss.

Spotting those takes someone who knows how each channel settles, so it rarely goes to a junior.

Multiply that by every channel and every client, and it’s one login after another, every month.

We built the new Practice Dashboard so you get ahead of that month-end stress, instead of meeting it in the ledger.

What you will learn:

🔹 How the Practice Dashboard lists every ecommerce client by name, with their Amazon, Shopify, Etsy and TikTok Shop channels under them, and shows whether each business is increasing, stable or declining

🔹 How to pick a month and see which clients are fully posted to Xero or QuickBooks and which still have settlements to review, without opening the ledger

🔹 How the action needed sits next to each channel, such as a dropped connection, so you can see what’s holding each one up

🔹 How to send each client a monthly report under your practice’s name and logo: revenue, orders, average order value, refund rate and the split by channel

Whether you look after a handful of ecommerce clients or a whole book of them, you’ll leave knowing exactly what to fix for each one, and where.