Track record

The track record shows how a client organization's engagements with us went, as an index out of 100. Higher is better. It counts only what the client did and the parties it chose, never the other side, the assessor or our own work. It shows from the first engaged engagement, always with its count of engagements and its reasons. It records what happened. It does not predict.

• On an organization, select Insights. At the top of At a glance, the Track record group shows the line. Select Reasons and stages.
• On an engagement's Overview, under the key of Progress, select Track record. It opens the report of the engagement's client.

The group and the line show only for a client organization with an engaged engagement.

The line at the top gives the index, the client's place among every client organization with an engaged engagement, and its count of engagements. Top means at or above the middle; Bottom means below it. The question mark beside the line says what the index is.

Below the line, from the top: Reasons, Payments, By stage, From FileMaker and History.

Own side pushed back counts the post-closing survey answers of the client's own side only: its own row, its lender when it is the buyer, the title company it introduced, and its own attorney and JV partner. The other side never counts.

A stage's page lists its tasks by their names in the workflow, each with its problem, its count Without a problem and Typical. A task's page lists the engagements behind it, each with Problem as yes or no, and the engagements from FileMaker under their own heading.

• Read what the index means: point at the question mark beside the line.
• Open a stage: select its name under By stage, or a reason under Reasons.
• Open a task: select its name on its stage's page.
• Open an engagement: select the circle beside its name.
• Read the dated updates: select History.
• Go back: select the link above the title.

• Everyone who can open an organization reads its track record, with the payment lines.
• The Amounts row shows only to company administrators, the Accounting manager and executives.
• A person whose only role is Executive observer reads the index and its reasons, and no payment line.

See Who can see and do what.

• The index sets no term and blocks no task. What to do about a reason is a person's choice.
• The typical figure and the places change only at a dated update, each a line of History. Another client's day never moves this client's place.
• Until the first dated update is over, the line shows no place and there is no history.
• An engagement counts once it engaged: once the client decided to go ahead, or, for one from FileMaker, once it had Tax Advisory work.
• The report names no person: engagements by their own names, tasks by theirs.
• The track record never ranks clients against each other on a list.