Making data-backed decisions with Karbon Practice Intelligence

Zach Cochran
Head of Customer Success, North America, Karbon

Logan Baillie
Product Manager, Karbon

Having access to the right data and using the data to make informed decisions is crucial to your firm's success. But that's easier said than done.

In this webinar, Karbon's Product Manager, Logan Baillie joins Zach Cochran, Head of Customer Success to showcase how Karbon Practice Intelligence (KPI) can solve for your data and reporting needs while making it very easy and convenient for you and your team.

Watch the recording to see how to:

Access the different KPI dashboards directly in the Karbon app
Use dashboards to answer critical questions about your firm like 'how much work is outstanding', 'who has capacity to take on more work', and 'who's my most profitable client'.
Set up custom filters and views to get the reporting you want

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Zach Cochran
Head of Customer Success, North America, Karbon

Zach believes the best place to be in your career is at the intersection of your passion and the greatest need in the marketplace. It's out of his passion for people and relationship-building that Zach has developed skills in customer success. He's always looking for ways to make sure customers are heard, understood and happy.

Logan Baillie
Product Manager, Karbon

Logan understands the challenges of consolidating organizational data and enabling data-driven decision making across the various levels of the business. He is passionate about providing solutions through Karbon Practice Intelligence (KPI) that allow leaders to focus on what matters.