Client Scorecard

 

Client Scorecard

Purpose

The purpose of the Client Scorecard is to focus in on a single client (or client group) and show a wide variety of details on that client.

Navigation

To navigate to the Client Scorecard, select Clients (1) from the list of pages on the left side of your screen. Once you are in the Clients page, you can use the buttons along the bottom (2) to switch between client- focused reports. Client Scorecard is the second of these buttons.

Cards

Please note that the cards you see may vary slightly from what is on this demo report, as the cards can differ between firms. In this demo there is one card (3) at the top of the report, showing what client is currently displayed.

Filters

The filters can always be found on the left side of your screen (4). Filters will vary by firm, so yours may not match exactly what is shown in this demo.

Visuals

AR Balance (5): shows the current accounts receivable balance of the client.

KPI Grid (6): shows nine KPIs and indicators showing if the current year is up or down from the prior year and from two prior years, allowing the user to see a three-year trend in performance. By hovering over a KPI card you will see a tooltip that shows the values of the prior year and two prior years.

Realization by Project (7): shows the realization percents for the current year, prior year, and two prior years by project.

Hours by Project (8): shows the hours worked over time, broken down by project.

Drill Throughs

Note: not all clients use every page, so some lines in the drill through charts may not apply to you.

Drill through from this report

 

Right-click on this field              On this visual                              To get to this report
Client Name	Realization by Project	Client Scorecard
Client Name	Realization by Project	Cash Receipts
Project	Realization by Project	Client Scorecard
Project	Realization by Project	Projects
Project	Realization by Project	Time Usage
Project	Realization by Project	Cash Receipts
Hours	Hours by Project	Projects
Hours	Hours by Project	Time Usage

 

Drill through to this report

 

Right-click on this field              On this visual                              On this report
Client Name	Realization % by Client	Billing & Realization
Client Name	Clients	LOB Scorecard
Client Name	Client Realization Detail	Clients
Client Name	Realization by Project	Client Scorecard
Project	Realization by Project	Client Scorecard
Client Name	Client Realization	Employee Scorecard
Client Name	Modified WIP Aging	WIP / AR
Client Name	AR Aging	WIP / AR
Client’s Amount	Clients	Cash Receipts

 Updated April 2022

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• Client Scorecard

  <br> Updated April 2022

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