Supervising Partner dashboard

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

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

  • View the billing and collection realization rates for their supervising matters.

  • Monitor their total posted accounts receivable (AR) on their supervising matters and corresponding at risk AR trends.

  • See the number of team members who worked on their supervising matters each month over the past year.

  • 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 how much of your time was billed to clients for your supervising matters compared to the amount written off in billing.

Select More Info to view a list of your 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 supervising matter.

  • By default, the list is sorted by dollars written off 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 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 the percentage of how much of your time was collected from clients for your supervising matters compared to the amount of time that was written off in AR.

Select More Info to view a list of your collection realization 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 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.

  • To close the list, select anywhere outside it.

Select Trend Chart to view your supervised 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 your average AR balance per quarter and identify trends in how much of your work was posted to invoices for your supervising matters over this year and the past three years. The Total amounts are all your billed work that moved to AR. The At Risk amounts are your invoice balances that remained in AR for your 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 how many team members worked on your supervising matters per month over the current and previous fiscal years.

  • Hover over a point on the chart to see the number of team members who worked on your supervising matters that month.

  • 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.

Note: The main menu is not visible when viewing a SurePoint View dashboard. When you finish viewing a dashboard, click the SurePoint logo in the upper-left corner of the screen to return to the Home screen.