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Share Tips & Best Practices

Find and share Karbon tips and tricks, and get inspired by others

  • 203 Discussions
  • 845 Replies
203 Discussions
Tim
Karbon Team
TimKarbon Team
published in Share Tips & Best Practices
The best dashboards for reporting on profitability in KarbonTutorial

Karbon released the biggest new feature of 2020, Time & Budgets. The new functionality is all around helping your firm manage profitability across jobs and clients.  A large portion of Time & Budgets leverages time entries from your team. If you are tracking time or thinking about adding it into Karbon, you can use your Kanban board to give you report on this profitability and provide you with lots of visibility across your team and clients.  Here are some of our favorite examples of dashboards you can build to leverage the new Time & Budgets functionality. To recreate these yourself, just replicate the filters and sorting options that have been applied in the images.  1) Weekly Capacity View  The capacity functionality has been available previously in Karbon, but now it includes actual hours entered. This is your budget versus actual report that you can manage within Karbon.  At any moment during the day or week you can look at what is the estimated time effort of everythi

3270
Tim
Karbon Team
3 years ago
Erin Jamison
Karbon Team
Erin JamisonKarbon Team
published in Share Tips & Best Practices
Automating and streamlining your client onboarding process using Practice Ignition

Using Practice Ignition you can turn your proposal, terms of service and payment collection into a single smart contract.  By integrating Practice Ignition with your Karbon account, you can create a seamless client onboarding experience. Once you’ve mapped out your services from Practice Ignition to your Karbon templates it’s as simple as your client signing the proposal and the integration between Practice Ignition and Karbon automatically creating that work item for you. Learn more about setting that up here or sign up for our Practice Ignition + Karbon Masterclass where you can learn:  A practical understanding of how Practice Ignition can integrate with your Karbon account to save time across your team and ensure work is automatically allocated to the right people The importance of aligning your sales & service workflows to ensure every piece of work has a signed proposal and terms How other accounting firms are using Karbon and Practice Ignition together to benefit their e

1540
Erin Jamison
Karbon Team
3 years ago
Lachlan Macindoe
Karbon Team
Lachlan MacindoeKarbon Team
published in Share Tips & Best Practices
Managing your sales qualification process in Karbon

One process that we are seeing a growing number of customers manage in Karbon, is qualifying potential new clients. I recently spoke with Tim, our Head of Sales, who outlined a best practice sales qualification process to follow in Karbon. He shows all the essential steps and questions to include in your template. We also cover some other sales and marketing tips and discuss what other apps and tools you can connect together to create the ultimate automatic sales process.  We’d love to hear what you think, and any other ways that you are managing sales in your firm.    

1600
Lachlan Macindoe
Karbon Team
4 years ago

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