CFO dashboard

The CFO dashboard helps Chief Financial Officers or related staff who are responsible for tracking financial figures view key metrics related to the firm's overall financial health and performance. CFOs can use this dashboard to:

  • Identify the firm's current revenue and net income amounts.

  • See the firm's progress toward billable and non-billable hours goals.

  • View the firm's collection and billing rate realization percentages.

  • Track the firm's projected weekly cash flow for the next 13 weeks.

  • Identify how many workdays have occurred when billing staff members did not release time and which workdays have missing hours.

  • See the firm's current working capital, cash on hand, open accounts payable (AP), total income, and total expenses amounts.

  • Monitor the firm's total posted accounts receivable (AR) and at risk AR trends.

  • Track the firm's monthly and yearly billing trends.

  • View lists of the firm's top new clients and aged AR that have the most time billed to them.

The following widgets are included on this dashboard.

Note: Many widgets can show month-to-date (MTD) or year-to-date (YTD) metrics. To switch between monthly and yearly metrics, select the appropriate to-date option at the top of the dashboard. The widgets that show only monthly and yearly metrics refresh and the selected to-date option appears as green text.

Use this widget to see the percentage of the firm's total collected revenue compared to the monthly or yearly target. The displayed Target is either a weighted average of the firm's revenue over the past 36 months or the firm's revenue budget, if a budget has been configured by your system admin. The Actual amount is the total collected revenue.

Select More Info to view a list of revenue by client/matter. This list includes the client number and name, sub client number, matter number and description, and cash receipts and adjustments for each matter.

  • By default, the list is sorted by cash receipts in descending order. To change the sorting, hover over a column heading and then select the up arrow to sort in ascending order or select the down arrow to sort in descending order.

  • Information for 25 matters is shown at a time. To view more rows, if available, use the paging options below the list. Select to go to the next row or select to go to the previous row. Select to go to the first rows in the list. Select a number to go to that grouping of rows.

  • To close the list, select anywhere outside it.

Select Trend Chart to view the firm's revenue trend. This chart shows totals for each month of the current and previous fiscal year, when viewing MTD data, or for the past three years, when viewing YTD data.

  • Hover over a point on the chart to the see the total for that month or year.

  • To close the chart, select anywhere outside it.

Use this widget to see the percentage of the firm's total income minus expenses compared to the monthly or yearly target. The displayed Target is either a weighted average of the firm's net income over the past 36 months or the firm's income budget, if a budget has been configured by your system admin. The Actual amount is the total net income.

Select Trend Chart to view the firm's net income trend. This chart shows totals for each month of the current and previous fiscal year, when viewing MTD data, or for the past three years, when viewing YTD data.

  • Hover over a point on the chart to the see the total for that month or year.

  • To close the chart, select anywhere outside it.

Use this widget to see the percentage of billable work hours the firm has charged to clients compared to the overall goal. The displayed Target is either a weighted average of the firm's billable hours over the past 36 months or the firm's billable hours budget, if a budget has been configured by your system admin. The Actual amount is the number of billable hours the firm has released and that have posted to the accounting system.

Select More Info to view a list of billable hours by client/matter. This list includes the client number and name, sub client number, matter number and description, and billable and non-billable hours for each matter.

  • By default, the list is sorted by billable hours in descending order. To change the sorting, hover over a column heading and then select the up arrow to sort in ascending order or select the down arrow to sort in descending order.

  • Information for 25 matters is shown at a time. To view more rows, if available, use the paging options below the list. Select to go to the next row or select to go to the previous row. Select to go to the first rows in the list. Select a number to go to that grouping of rows.

  • To close the list, select anywhere outside it.

Select Trend Chart to view the firm's billable hours trend. This chart shows totals for each month of the current and previous fiscal year, when viewing MTD data, or for the past three years, when viewing YTD data.

  • Hover over a point on the chart to the see the total for that month or year.

  • To close the chart, select anywhere outside it.

Use this widget to see the percentage of non-billable work hours the firm has released compared to the overall goal. The displayed Target is either a weighted average of the firm's non-billable hours over the past 36 months or the firm's non-billable hours budget, if a budget has been configured by your system admin. The Actual amount is the number of non-billable hours the firm has released.

Select More Info to view a list of non-billable hours by client/matter. This list includes the client number and name, sub client number, matter number and name, and billable hours for each matter.

  • By default, the list is sorted by non-billable hours in descending order. To change the sorting, hover over a column heading and then select the up arrow to sort in ascending order or select the down arrow to sort in descending order.

  • Information for 25 matters is shown at a time. To view more rows, if available, use the paging options below the list. Select to go to the next row or select to go to the previous row. Select to go to the first rows in the list. Select a number to go to that grouping of rows.

  • To close the list, select anywhere outside it.

Select Trend Chart to view the firm's average non-billable hours trend.

  • Hover over a point on the chart to the see the total for that month or year.

  • To close the chart, select anywhere outside it.

Use this widget to see the percentage of how much the firm collected from clients compared to the amount billed.

Select More Info to view a list of collection realization by client/matter. This list includes the client number and name, sub client number, matter number and description, and the cash receipts and adjustments for each matter.

  • By default, the list is sorted by cash receipt adjustments in ascending order. To change the sorting, hover over a column heading and then select the up arrow to sort in ascending order or select the down arrow to sort in descending order.

  • Information for 25 matters is shown at a time. To view more rows, if available, use the paging options below the list. Select to go to the next row or select to go to the previous row. Select to go to the first rows in the list. Select a number to go to that grouping of rows.

  • To close the list, select anywhere outside it.

Select Trend Chart to view the firm's collection realization trend. This chart shows realizations for each month of the current and previous fiscal year, when viewing MTD data, or for the past three years, when viewing YTD data.

  • Hover over a point on the chart to the see the realization for that month or year.

  • To close the chart, select anywhere outside it.

Use this widget to see the percentage of how much of the firm's time was billed to clients compared to the amount written off in billing.

Select More Info to view a list of billing realization by client/matter. This list includes the client number and name, sub client number, matter number and description, and dollars billed and written off for each matter.

  • By default, the list is sorted by billing realization in descending order. To change the sorting, hover over a column heading and then select the up arrow to sort in ascending order or select the down arrow to sort in descending order.

  • Information for 25 matters is shown at a time. To view more rows, if available, use the paging options below the list. Select to go to the next row or select to go to the previous row. Select to go to the first rows in the list. Select a number to go to that grouping of rows.

  • To close the list, select anywhere outside it.

Select Trend Chart to view the firm's billing realization trend. This chart shows realizations for each month of the current and previous fiscal year, when viewing MTD data, or for the past three years, when viewing YTD data.

  • Hover over a point on the chart to the see the realization for that month or year.

  • To close the chart, select anywhere outside it.

Use this widget to see a weekly projection of the firm's cash flow for the next 13 weeks. This chart can help you compare estimated cash flows to ending balances for upcoming financial planning and identify trends in available cash based on historical cash data from the same time last year. The Cash Balance line shows the firm's estimated accumulation of available cash. The Weekly Cash Flow bars show estimated net cash changes from week-to-week.

  • Hover over a line point on the chart to see the ending cash balance for that week. Hover over a column on the chart to see how much the cash balance increased or decreased that week.

  • Hover over an option in the legend to highlight the corresponding data on the chart. Select an option in the legend to remove the data from the chart. Select the option again to add the data back to the chart.

Use this widget to see the firm's total number of missing work hours from all active timekeepers. All weekdays (Monday through Friday excluding Saturday and Sunday) must have at least eight work hours entered per timekeeper. When fewer than eight hours for a day are entered, the remaining hours are added to the firm's missing hours total.

Select the widget to view the timekeepers with missing hours in a pop-up box.

  • Information for 25 timekeepers is shown at a time. To view more rows, if available, use the paging options below the list. Select to go to the next row or select to go to the previous row. Select to go to the first rows in the list. Select a number to go to that grouping of rows.

  • To close the pop-up box, select in the upper-right corner of the box or select the Missing Hours widget again.

Use this widget to see the firm's working capital balance, or the firm's total current assets minus liabilities. The Balance to Start Year amount shows the firm's working capital balance at the start of the fiscal year.

Select Trend Chart to view the firm's working capital trend. This chart shows balances for each month of the current and previous fiscal year.

  • Hover over a point on the chart to the see the balance for that month.

  • To close the chart, select anywhere outside it.

Use this widget to see the firm's cash on hand balance, or the total balance for all designated cash accounts in the firm's book of accounts. The Balance to Start Year amount shows the firm's cash balance at the start of the fiscal year.

Select Trend Chart to view the firm's cash trend. This chart shows balances for each month of the current and previous fiscal year.

  • Hover over a point on the chart to the see the balance for that month.

  • To close the chart, select anywhere outside it.

Use this widget to see the firm's total unpaid AP balance for all vendors.

Use this widget to the see the firm's total income. The Variance to Target amount shows how much above (positive value) or below (negative value) the current total is compared to the income budget.

Select Trend Chart to view the firm's income trend. This chart shows balances for each month of the current and previous fiscal year.

  • Hover over a point on the chart to the see the balance for that month.

  • To close the chart, select anywhere outside it.

Use this widget to the see the firm's total expenses. The Variance to Target amount shows how much above (positive value) or below (negative value) the current total is compared to the expenses budget.

Select Trend Chart to view the firm's expenses trend. This chart shows balances for each month of the current and previous fiscal year.

  • Hover over a point on the chart to the see the balance for that month.

  • To close the chart, select anywhere outside it.

Use this widget to see the firm's total AR balance per quarter and identify trends in how much work was posted to invoices over this year and the past three years. The Total amounts are all the billed work that moved to AR. The At Risk amounts are the balances that remained in AR for the oldest aging period.

  • Hover over a point on the chart to see the AR balance for that quarter.

  • Hover over an option in the legend to highlight the corresponding data on the chart. Select an option in the legend to remove the data from the chart. Select the option again to add the data back to the chart.

Use this widget to see the firm's total amount of work in dollars that has not been billed to clients and an aging comparison of the number days that work remained unbilled. Aging time ranges show the work that remained unbilled for 0-30 days, 31-60 days, 61-90 days, 91-120 days, and over 120 days.

Hover over a bar on the chart to see the unbilled work amount in dollars for that aging range.

Use this widget to see trends in the firm's amount of billed dollars.

  • Select By Month to see billing totals for each month of the current and previous fiscal year. Select By Year to see billing totals for the past three years.

  • Hover over a column on the chart to see the billed dollars total for that month or year.

Use this widget to see a list of the firm's top new clients brought in over the past 12 months. This list includes client numbers and names with billable hours, billable dollars, dollars billed, and cash receipts totals. By default, the list is sorted by billable hours in descending order to show the new clients the firm has worked the most billable time for.

  • To change the sorting, hover over a column heading and then select the up arrow to sort in ascending order or select the down arrow to sort in descending order.

  • To switch the period to view information for, select a to-date option above the widget. MTD shows month-to-date information, YTD shows year-to-date information, and LTD shows life-to-date information for all clients or matters you have worked on at any time in LMS.

  • Information for 10 clients is shown at a time. To view more rows, if available, use the paging options below the list. Select to go to the next row or select to go to the previous row. Select to go to the first rows in the list. Select a number to go to that grouping of rows.

Use this widget to see a list of the firm's clients with the highest AR balances and how much invoiced work remains in AR and for how long. The list includes client names with total AR balances and the AR amounts that have aged 0-30 days, 31-60 days, 61-90 days, 91-120 days, and over 120 days. By default, the list is sorted by AR balance in descending order to show the clients with the highest unpaid balances.

  • To change the sorting, hover over a column heading and then select the up arrow to sort in ascending order or select the down arrow to sort in descending order.

  • Information for 10 clients is shown at a time. To view more rows, if available, use the paging options below the list. Select to go to the next row or select to go to the previous row. Select to go to the first rows in the list. Select a number to go to that grouping of rows.

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