Topics started by mikedoan

3 Discussions

mikedoan
Rising Star
mikedoanRising Star
asked in Ask a Peer

Email Insights and Volume of Emails in Triage

I use Volume of Emails in Triage as a way to monitor if my team is getting through their daily traige. I really push the message that triage should be cleared out daily.Being a leader who tries to lead by example, I make sure that my traige is cleared daily -- with the exception of vacation, I make an effort to clear daily.So I go to check the leaderboard today and I find that I’m leading the pack on the number of emails in triage...92 emails! I can count cleared emails and I know that at no poinit this week have I had 92 emails in a day or even during the entire week. How is this metric being calculated and when is the data polled to update the Insight? 

11
SamG
Sr. Karbon Community Guide
3 months ago
mikedoan
Rising Star
mikedoanRising Star
posted in Share Tips & Best Practices

How you like to process Triage?

When I process Triage, I like to use the first-in, first-out. That means I have to navigate to the 2 page of Triage on heavy email days.  I wish I could sort the emails so that the oldest email is at the top of Triage and process from there. 

5
Blake Meester
Rising Star
1 year ago
mikedoan
Rising Star
mikedoanRising Star
asked in Ask a Peer

Time & Billing and Fixed Fee

Does anyone use Time and Billing in Karbon and have mostly a fixed fee pricing structure? If you do, how to determine job profitability in Karbon, or do you?Our business is about 95% fixed fee. For us, having a billing rate in Karbon for each role is not useful in determining job profitability. Ideally, I would need to load into Karbon the loaded hourly rate for each employee (not just role). Currently we track our time and billing in Xero’s PracticeManagement and we can get job profitability out of that system. We would rather use Karbon for Time and Billing since the it would reducing switching cost between the two app during the day. I know that I could export the time data and dump it into a data analysis tool to determine job costing, but that requires a manual process and additional work that I don’t really want to do. Also, I would like to keep everything in Karbon if possible.  

1
AntoniyaB.
Superstar
2 years ago

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