Accountancy practices
Track fee income, time cost, realisation and retention risk by client.
Accountant dashboardsFinancial services analytics UK
See client and portfolio performance before the next review.
Granular Metrics Ltd. replaces manual client, case and portfolio reporting with dashboards built for accountancy practices, advisers, mortgage brokers, insurance brokers and fintech teams.
UK-based support. Clear measures. Fewer reporting surprises.
Sector performance desk
Live view
Client gross margin
68.4%
+4.8% this quarter
Open cases
184
27 need review
Renewal pipeline
£1.28m
Next 90 days
Five routes into useful data
Built for teams that carry client, case and transaction data.
The right measure depends on the work. Each dashboard starts with the decisions your team makes every week.
Financial advisers
Bring assets, contribution flows, service activity and review dates together.
Portfolio reportingMortgage brokers
Follow lead conversion, lender outcomes, case ageing and completion value.
Mortgage analyticsInsurance brokers
See renewals, claims activity, premium movement and customer retention signals.
Insurance dashboardsFintech firms
Monitor acquisition, churn, transaction risk and operational exceptions.
Fintech analyticsAccountant dashboards
Client profitability and cash flow without spreadsheet chasing.
A partner can see which accounts absorb time, which fees are being realised and where a client review needs attention. The view is ready before the meeting.
- Segment accounts by fee income, delivery time and margin.
- Compare debtor days and expected cash flow against plan.
- Give client-facing teams a consistent briefing page.
Client review queue
| Account | Realisation | Cash due | Signal |
|---|---|---|---|
| Northgate Retail | 91% | £18,420 | Healthy |
| Harbour Legal | 73% | £9,860 | Review |
| Marlow Estates | 58% | £24,100 | Action |
Performance signals
Portfolio performance, renewals and customer acquisition in one working view.
Connect policy, case or CRM data to the operational measure behind the result. Small signals become visible early.
Adviser portfolio reporting
Compare contribution flows, asset groups, review completion and service activity by adviser or client segment.
Trend cue: review gaps can sit beside asset movement.
Renewal and claims control
Place renewal dates, premium changes, claims progress and customer contact in the same operational queue.
Trend cue: ageing cases need a named owner.
Acquisition and retention
Trace lead source, conversion, activation and churn signals so teams can see where customers stop moving.
Trend cue: channel quality beats lead volume.
Control view
Regulated reporting with transaction-risk visibility.
Compliance tasks due this week
12 open
Exceptions awaiting review
4 flagged
Complaint themes by product
Tracked
Source and validation checks
Logged
Fintech analytics
Evidence your team can inspect.
Dashboards can show exposure, task completion, complaint patterns and transaction-risk indicators with source fields beside the result. They support compliance work; they do not replace your responsibilities.
Clear lineage
Trace a reported figure back to its source system and refresh time.
Role-based access
Give partners, analysts and client teams the view each role needs.
Practical change
What better analytics changes for financial services teams.
The measure is useful when someone can act on it. These are the working outcomes to design around.
Faster client reviews
A partner starts with profitability, delivery effort and cash position already aligned on one page.
Earlier risk visibility
Ageing cases, missed tasks and unusual transactions appear in a queue instead of a late monthly pack.
Cleaner reporting packs
Recurring management and regulatory views use agreed definitions, refresh rules and named ownership.
Start with one manual process
Book a financial services analytics consultation.
Tell Granular Metrics Ltd. where reporting slows your team down: client profitability, portfolio reviews, lender outcomes, renewals, claims or transaction risk. We’ll map the first useful dashboard around your systems and your review cycle.