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Elevate your firm's performance with Everperform
Less than 11.9% of accounting firms measure the impact of investment in their people, and therefore miss out on enormous opportunities to improve their performance.
With Everperform, you have all the tools you need to not only measure the impact of performance initiatives, but to measure the performance of your firm overall. These insights will help you drive up performance and improve profits.
A quick guide to Everperform
This page will give you a quick tour of the top features available to firm leaders in Everperform. You can explore the rest of the app using this Help Centre as a guide.
Firmwide reporting
Everperform provides robust reporting tools so you can analyse your firm's performance in depth.
With the My Organisation analysis tool, you can:
Compare performance across teams, service lines, and locations
Compare performance between quarters
Review lead performance indicators
Identify teams that are on and off track
Share and export reports
Standard and custom reporting views
Your Everperform app includes several standard reporting views that you can use to analyse performance. Alternatively, you can create your own custom reporting views so you can focus on the metrics that are most important to you.
Pulse Reports
Weekly pulse surveys give you insight into how your teams are performing, and how your firm is tracking in terms of the performance factors of wellbeing, relationships and productivity.
With pulse reports, you can:
Review the performance of teams that are on and off track
Identify trends in wellbeing, relationships and productivity across your firm
Best practice firm leadership
Your Everperform schedule
Everperform recommends that you follow the schedule below to stay connected with your firm's performance and feedback.
Weekly | Monthly |
Pulse opens ✅ Complete your weekly pulse survey Allow 1-2 minutes
Pulse closes ✅ Understand your firm:
Allow 10 minutes
✅ Understand your people:
Allow 10 minutes | End of month review ✅ Review and analyse the month and YTD trends in the "My Organisation" page Allow 20 minutes
30 day forecast ✅ Utilise last month's insights to improve planning for the month ahead Allow 10 minutes |