Dashboard Descriptions
Billing - Aging Accounts Receivables
The Aging Accounts Receivables tile identifies the total amount of billed time that has not been collected, and provides the distribution across time frames. The report is based on a Billing Report Type. An example of this report can be seen below:
Productivity - Collections by Timekeeper Last Year
The Collections by Timekeeper Last Year tile identifies the total amount of billed time that has been collected during the previous year, and provides the distribution across the firm's timekeepers. The report is based on an Activities Report ...
Productivity - Collections by Timekeeper This Year
The Collections by Timekeeper This Year tile identifies the total amount of billed time that has been collected during the current year, and provides the distribution across the firm's timekeepers. The report is based on an Activities Report ...
Productivity - Collections by Practice Area This Year
The Collections by Practice Area This Year tile identifies the total amount of billed time that has been collected during the current year, and provides the distribution across the firm's practice areas. The report is based on an Activities Report ...
Growth - Matters Closed
The Matters Closed Tile Identifies how many matters have been completed in the current month and year, and then compare it to the previous time frame. The monthly and yearly trends identify whether the number of matters closed this month or year ...
Growth - Matters Opened
The Matters Opened Tile identifies how many matters have been opened in the current month and year, and then compare it to the previous time frame. The monthly and yearly trends identify whether the number of matters opened this month or year will ...