Videos & Tutorials

An introduction and walkthrough of the Workzilla Company Dashboard

A walkthrough of the Comparative reporting dashboard in Workzilla

More information on setting up a Xero integration in Workzilla: https://youtu.be/mL3LhG67CU0

For more information on setting up a Xero integration, watch this video: https://youtu.be/mL3LhG67CU0

An introduction to the Workzilla Managment Performance Dashboard

An introduction and walkthrough to the Workzilla My Performance Dashboard

An introduction and walkthrough to the Workzilla My Portfolio Dashboard
More information on stagnation rules in Workzilla: https://youtu.be/2ArfE4ry5AE

A Workzilla Dashboard Walkthrough.
More information on teams in Workzilla: https://www.youtube.com/watch?v=xKkE6rG6Oz0&t=3s

For more information on setting up targets, see: https://youtu.be/rt0kHj1Ymdo
For more information on managing users in Workzilla, see:
https://youtu.be/XlEThmnF81g

Shows how to use the Team Efficiency dashboard to identify stagnant matters, including group-by views, timeframe filters, and side-panel matter drill-through. It also explains the default stagnation logic and percentage breakdowns. / The tutorial then covers creating custom stagnation rules in Company Customization and how separate rules appear in the dashboard for clearer monitoring.

An introduction to the Workzilla Unrealised Cashflow dashboard

This intro explains where Workzilla fits in your reporting stack and how it turns practice-management data into usable performance visibility. It covers the key feature areas and what each role in the firm can expect to see.
Use this as your first watch before moving into setup and workflow-specific tutorials.

This video walks through signup, integration selection, initial sync expectations, and when your dashboards become fully available. It is ideal for first-time admins doing launch-day setup. / It also points you to next-step videos for users, teams, and targets after onboarding is complete.

Covers adding users, assigning appropriate access, and structuring permissions so team members see the right dashboards and admin menus. / Use this as your primary reference for onboarding users and correcting access issues.

This guide covers target creation end-to-end: selecting staff, defining what a target is based on, choosing target type, and picking a calculation method (flat amount, salary multiple, or hourly-rate based). / It also explains how to review progress in both individual and management views, including monthly and yearly chart interpretation.

Shows team creation, assigning members, handling inactive users, and appointing team leaders so data access reflects real reporting lines. / It also explains how permissions affect what team leaders can see under management dashboards.

Provides an interpretation & focused walkthrough for understanding how target visuals behave over time and what movements indicate in practical management terms. / Use this for team leaders who already know setup and need confidence reading target performance correctly.

Focuses on the required Actionstep permission setup to avoid partial data visibility in Workzilla dashboards. / Use this for troubleshooting when users can log in but cannot see expected reports or management sections.

Walks through the specific access requirements needed for complete Smokeball-backed reporting in Workzilla. / Ideal for admins validating new workspace setup or fixing incomplete dataset visibility.

Covers the Xero connection process and salary-data import path that supports target and performance context in Workzilla. / Use this guide when configuring payroll-linked target models or validating imported financial data.