Making data-backed decisions with Karbon Practice Intelligence


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