Team 5 2 to review
Firm-level view
Team at a glance
A live read on the whole team — every bookkeeper on the Learning Track, firm-wide. Admin only.
Active learners (7d)
4 / 5
+1 vs last week
Quest completion
72%
+6 pts this month
Compliance currency
88%
2 items overdue
Badges issued
24
+3 this month
Team
Compliance & development
Each bookkeeper on the Learning Track: compliance status, prescribed Quests, and the manager actions — assign a Quest, assign a compliance item, or record a rubric score.
Manage compliance catalogue
MK Mike KahaleBookkeeper
6current
1overdue
2upcoming
Prescribed Quests (skill < 3, trainable)
Bank Reconciliation · 2 Dext OCR · 2
Assigned: Advanced Reconciliations (due 2026-06-14)
Manager actions
PS Priya ShahSenior Bookkeeper
9current
0overdue
1upcoming
Prescribed Quests (skill < 3, trainable)
None prescribed — all trainable skills at 3+.
Assigned: none active
Manager actions
JB JB TestBookkeeper
4current
1overdue
3upcoming
Performance flags (not auto-prescribed)
Client email tone · 2
Assigned: Your First 30 Days at BOS (due 2026-06-09)
Manager actions
Kudos activity
Recent recognition
Peer-to-peer Kudos across the team, newest first.
DaynaMike Sharp eye 2h ago Caught a misclassified expense before the month-end close — nice catch.
KaylaPriya Above & beyond Yesterday Stayed late to walk a new client through their first reconciliation.
PriyaJB Team player 2 days ago Picked up two extra files while I was out. Thank you!
Empty state — shown before anyone is converted onto the Learning Track
No team members on the Learning Track yet
Firm stats and the compliance grid populate as new hires are converted to bookkeepers. Until then, this is where you’ll assign Quests, record scores, and watch the team’s recognition feed.