The Performance tab displays key performance indicators for individual authors, departments, branches or the Firm as a whole.
Information displayed is for the selected month and financial year.
Individual user security will determine access to this tab. For example, a Solicitor may see only their performance details whereas a partner could see performance statistics for the whole firm.
Performance Tab
Information displayed includes:
Monthly and yearly chargeable hours with $ value
Monthly and yearly chargeable budget hours with $ value
Graphical and numerical comparison between time budgets and actuals
Monthly and yearly written off time values
Aged WIP Analysis
Monthly and yearly billed time $ value
Monthly and yearly premium (Markup/Markdown) $ value
Monthly and yearly fees apportioned $ value
Graphical and numerical comparison between fee budgets and actuals
Monthly and yearly billed time recovery rates
Monthly and yearly cash received including fee and disbursement apportionment
Graphical and numerical comparison between cash budgets and actuals
Monthly and yearly Debtor written off value Monthly and yearly Debtor recovery rate
Analysis Tab
Information displayed includes:
Analysis of Fees grouped by Law Group/Type, Matter Acting Author or Client Introducing Partner.
Includes a comprehensive analysis of;
Billed Time
Premium
Fees
Recovery %
Time Written Off
Net Premium
Net Recovery %