In part four of this four-part series, Liz Scott shows you how to use Canopy Insights to track team performance, analyze service profitability, and make smarter, data-driven decisions to grow your firm.
In the final part of this four-part series, accounting technologist Liz Scott explores how to use Canopy Insights to unlock firm-wide visibility and smarter decision-making. You’ll learn how to identify team capacity, monitor task progress, analyze service profitability, and create custom reports that drive growth. From dashboards to AI-generated answers, this session helps you turn data into a strategic advantage.
Authors
By: Liz Scott
Liz Scott is an accounting technologist and industry educator who works with firms to simplify workflows and make systems more usable. Her focus is on helping teams move away from scattered processes and toward something more structured, while still supporting how people actually work day to day.
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