Automation Scorecard
Monthly Activity
QBO Connections
Fee Analysis
Admin
📋 Monthly Activity
On-time delivery and staff performance tracking
June 2026
May 2026
April 2026
March 2026
February 2026
January 2026
🔄 Data refreshes daily from Qount
Workflow Status Breakdown
📈 Team OTD Performance
📊 YTD On-Time Delivery
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met
●
close
●
missed
👥 Performance by Role
Staff
Seniors
Managers
📋 Client Details
All Teams
Alpha
Papa
Tango
All Statuses
Collect
Prep
Review
Clear Notes
Review #2
Deliver
Done
✕