Managing Partner dashboard

The Managing Partner dashboard helps partners responsible for overseeing staff and tracking financial figures view key metrics related to the firm's overall performance and financial health. Managing partners can use this dashboard to:

  • Track the firm's progress toward revenue and net income goals.

  • View the firm's current collection and billing realization rates.

  • Monitor how much cash on hand is available and compare month-to-month cash on hand balances.

  • Compare quarterly and year-to-date revenue totals.

  • See how many new clients and matters the firm brought in over the past year and track the year-to-date revenue generated from only these new clients and matters.

  • Measure the year-to-date revenue concentration among the firm's clientele.

  • View lists of the firm's top income-producing attorneys and new clients.

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 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 how much cash on hand the firm has and identify trends in how much cash has been available per month over the current and previous fiscal year.

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

Use this widget to see how much revenue the firm has collected per quarter over the past two fiscal years. The Quarterly columns show revenue totals for each quarter. The Annual columns show year-to-date revenue totals at the end of each quarter.

  • Hover over a column on the chart to see the revenue total 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 how many new clients the firm brought in per quarter over the past two fiscal years. The Quarterly columns show new client totals for each quarter. The Annual columns show year-to-date new client totals at the end of each quarter.

  • Hover over a column on the chart to see the number of new clients 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 how many new matters the firm opened per quarter over the past two fiscal years. The Quarterly columns show new matter totals for each quarter. The Annual columns show year-to-date new matter totals at the end of each quarter.

  • Hover over a column on the chart to see the number of new matters 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 what percentage of the firm's total clientele accounts for 80% of the firm's year-to-date revenue. This percentage can help you measure how revenue is distributed among the firm's clients. A lower percentage indicates a higher potential risk as revenue will be concentrated between fewer clients.

Use this widget to see what percentage of the firm's year-to-date revenue has been generated from new clients. This percentage only includes revenue from the new clients that the firm brought in over the past 12 months.

Use this widget to see what percentage of the firm's year-to-date revenue has been generated from new matters. This percentage only includes revenue from the new matters that were opened in the past 12 months.

Use this widget to see a list of the attorneys who have produced the most income for the firm. This list includes attorney names with billable hours and dollars, dollars billed, and cash receipt totals. By default, the list is sorted by billable hours in descending order to show the attorneys who have worked the most billable hours.

  • 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 producers 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 top new clients brought in over the past 12 months. This list includes client numbers and names with billable hours, billable dollars, dollars billed, dollars written off, cash receipts and adjustments 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 time period to view information for, select a to-date option above the widget. MTD shows month-to-date information and YTD shows year-to-date information.

  • 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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