Supervising Associate dashboard

The Supervising Associate dashboard helps attorneys who are responsible for managing all the work on a set of matters view their most important performance statistics. Supervising associates can use this dashboard to:

  • Track their team's progress toward billable and non-billable hours goals on their supervising matters.

  • View their supervised collection realization and the collection realization for the other team members who work on their supervising matters.

  • Identify trends in the amount of dollars they billed for supervising matters.

  • View lists of the team members who worked on their supervising matters and the clients they have supervised matters for.

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 billable work hours your entire team has charged to your supervising matters compared to their goal. The displayed Target is the number of billable hours you supervised either the same month last year, when viewing MTD data, or all last year, when viewing YTD data. The Actual amount is the number of billable hours your team has released on your supervising matters and that have posted to the accounting system.

Select More Info to view a list of your supervised billable hours by client/matter. This list includes the client number and name, sub client number, matter number and description, and 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 your supervised 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 your entire team has released on the matters you are supervising compared to your allowance. The displayed Target is the number of non-billable hours you supervised either the same month last year, when viewing MTD data, or all last year, when viewing YTD data. The Actual amount is the number of non-billable hours your team has released.

Select More Info to view a list of your supervised non-billable hours by client/matter. This list includes the client number and name, sub client number, matter number and description, and non-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 your supervised non-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 how much of your time was collected on your supervising matters compared to the amount written off in AR.

Select More Info to view a list of your supervised 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 supervising 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 your supervised collection realization 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 of the other team members' time was collected on your supervising matters compared to the amount written off in AR.

Select More Info to view a list of the rest of your team's 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 all other team members on each supervising 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 other team members' collection realization trend on your supervising matters.

  • 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 trends in the amount of billed dollars you supervised. 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 column on the chart to see the dollars billed total for that month or year.

  • 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 a list of the team members who worked on your supervising matters. This list includes the working attorney's name and their billable and non-billable hours totals. By default, this list is sorted by billable hours in descending order to show the attorneys who billed the most time to the matters you supervised.

  • 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 attorneys 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 view a list of the clients with matters you are responsible for supervising. This list includes the client name and number with billable hours, billable dollars, dollars billed, and cash receipt totals. By default, this list is sorted by billable hours in descending order to show the clients you have supervised the most work 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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