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Realization Dashboard

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

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This realization dashboard answers the following questions:

  • What is my firm’s realization for any time period?
  • What is my effective revenue rate by client?
  • What is my realization for each team member?
  • How has my realization changed over time?

About the Realization Dashboard

The realization is designed to be flexible so that you can view your realization and effective revenue rates at various levels - Client Group, Client, Client Owner, Client Manager, Work Type, Team Member, as well as others.

Not only can you see the firm level roll-up of your realization but you can drill into the individual time entries to see what time was written on/off.

See the Workbook in action

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