White‑Label Faculty — KPI Dashboards
Track the numbers that matter to each client in a dashboard carrying your brand.
Make Performance Visible Before the Review Meeting.
Targets, trends and clear signals keep clients focused on the measures that drive results.
Client scorecard
On target
8
Watch
3
Action
1
KPI performance
+12.8%SCORECARD LIVE
clients.yourfirm.co.uk
The right measures give every review a shared language and turn vague goals into accountable progress.
Build a concise scorecard around the drivers each client can influence.
Make target gaps and trends visible without asking clients to read a spreadsheet.
Give clients a useful reason to return to your branded platform between meetings.
Select financial and operational KPIs for each client.
Compare actual performance with agreed goals at a glance.
See movement over time instead of isolated monthly results.
Highlight healthy, watch and action-needed measures clearly.
Put client performance in context with relevant comparisons.
Prioritise adviser attention across the whole client book.
Use a broad set of proven measures across profitability, cash, efficiency and growth.
Set targets that reflect each client's stage, sector and strategy.
Surface missed thresholds and deteriorating trends for adviser attention.
Carry KPI results and actions into your regular client reporting.
Choose the licence that fits your client book. Every tier is fully branded — your tier sets client capacity, adviser seats and included add-ons.
£99 /month
Enquire to activate
Entry-level branding for advisers testing white-label delivery.
£149 /month
or £1,490 per year
For solo bookkeepers and small practices going branded.
£399 /month
or £3,990 per year
For growing advisory firms managing a real client book.
£899 /month
or £8,990 per year
For multi-office firms and CFO practices at scale.
Client caps shown here are indicative. Your live cap and adviser seats follow the licence active on your account.
Extend your platform as your practice grows. Add-ons unlock automatically at the tier shown.
Cashflow and scenario forecasting under your firm's brand.
Included from WL Professional
Business valuation models and advisory-ready valuation reports.
Included from WL Enterprise
Extended KPI library with benchmarks and traffic-light scoring.
Included from WL Professional
Document requests, messaging and per-client permissions.
Included from WL Professional
Your logo, colours and cover pages across every exported report.
Included from WL Basic
Ready-made review packs for monthly, quarterly and year-end work.
Included from WL Professional
Separate branded tenants for each office, region or sub-brand.
Included from WL Enterprise
Named support contact with accelerated response times.
Included from WL Professional
On a lower tier? Add-ons unlock the moment your licence is upgraded.
Compare WL tiers →Yes. Each scorecard can be tailored to the client's goals, sector and reporting rhythm.
Yes. Advisers can set targets and review actual performance and variance over time.
Yes. The dashboard can combine financial measures with relevant operational indicators.
Eight modular faculties, one branded platform. Add the faculties your firm sells and leave the rest switched off.
Branded accounting delivery for advisory firms.
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One branded command centre for every client.
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Advisory-ready report packs.
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Cashflow and scenario planning.
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Valuation models and reports.
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Your domain, your client login.
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Sector-specific advisory tools.
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Branded KPI dashboards that keep performance clear and accountable.