Webinar 20220216 Email Insights
Webinar 20220216 Email Insights
This event is closed.
Karbon WebinarThis event is closed.

Choosing and measuring your firm's KPIs with Karbon

Discover how you can use Karbon to tap into and strengthen your firm's KPIs.


How well do you really know how your accounting firm is performing? Can you accurately predict where you will be next month, next year and beyond?

In this webinar, Jake will share the critical metrics and KPIs you can track in Karbon to truly understand your firm’s performance and future growth. Each of these metrics tracks an individual aspect of your practice, and when combined, they will give you a comprehensive view of how you are performing and where you are trending.

Register to learn how you can set and measure KPIs that focus on:

  • Team output

  • Customer service

  • Budget versus actuals

  • Email efficiency

  • Productivity

If you cannot attend at this time, register to receive a recording.

Meet the speaker
  • Jake Lyman
    Jake LymanAccount Executive — Team Lead, Karbon

    Jake is passionate about helping guide teams toward more scalable and efficient processes through applying automation where it makes sense. If we give time back to your team, they can use it on things they value most.