12 KPI Dashboards

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Aging Dashboard

Track unbilled work-in-progress, pre-billed entries, and aging balances to monitor billing efficiency, manage revenue timing, and assess billing performance.

Billing Dashboard

Manage the lifecycle of your bills, from WIP creation to cash collection.

Budget Dashboard

Understand employee efficiency and client profitability.

Client Communication Dashboard

Enhance your firm's client communication with this comprehensive overview dashboard.

Email Dashboard

Manage customer service levels by tracking email volume and response times.

Realization Dashboard

Review your firm’s realization to understand which clients are profitable.

Repeating Work Dashboard

Track repeating work and compare it with performance from previous years.

Resource Planning Dashboard

Oversee your team's capacity, understand workload, and determine when to initiate new work.

Revenue Dashboard

Track invoiced amounts, credit notes, and payments to understand revenue generation, monitor cash flow, and evaluate financial performance

Time Dashboard

Discover which clients each team member is serving and where time is spent.

Work Outstanding Dashboard

View currently active work, statuses, and assignees.

Work Status Dashboard

Identify process bottlenecks and see how work progresses through each status.