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Practice Panther

Connect your Practice Panther data and build custom and live reports to track your practice financial and operating KPIs. Keep your data updated, secure and accessible from anywhere at any time.

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ClicData + Practice Panther

Get data from Practice Panther in minutes with our connector

Connect and unify data from any source

Instantly connect all your Practice Panther data to 250+ applications, systems, databases, or files, on-premise or in the cloud. Clean, transform, and forecast your data for a single source of truth.

Customize & automate your reporting

Go beyond Practice Panther analytics to visualize any KPI in custom and fully interactive dashboards, or pixel-perfect reports. Automate data updates, alerts, and publication to focus on what matters.

Share insights that drive business impact

Power decision-making at all times with fresh, reliable, and accessible data. Automatically send dashboards & reports to your teams, clients, and stakeholders, so everyone’s aligned.

How to connect Practice Panther to ClicData?

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  • 1 Set up your connection
    Simply create a connection between your system and ClicData in just a few clicks.
  • 2 Get the structured data you need
    Select which data table you want to pull and ClicData will pre-format and load it for you.
  • 3 Transform, visualize, and share your data
    Clean, merge, and filter your data. Visualize it in custom dashboards or reports, and share it with your teams, clients, or stakeholders.

What benefits can you get?

  • Identify key accounts to improve customer retention and satisfaction
  • Monitor your team’s billable hours in real-time and over time
  • Make your performance review meetings more interactive with live dashboards

What can you measure?

  • Total Billable Hours
  • Total Accounts
  • Account Acquisition Growth
  • Team Utilization
  • Key Accounts By Recurring Revenue
  • Top Performing Team Members

Track all your KPIs in custom & interactive dashboards

Integrate all your company systems and enrich your analytics

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FAQ

ClicData offers you more flexibility for your reporting needs, in multiple ways:

  • store historical data to perform YoY analysis and comparisons over time
  • clean, transform, calculate, forecast, and enrich your data with 250+ sources
  • build custom metrics and visualizations that answer key business questions