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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 ...
LOB Scorecard
Line of Business Scorecard Purpose The purpose of the Line of Business Scorecard is to show key information on lines of business, focusing on cash receipts, billing, and billable hours. Navigation To navigate to the Line of Business Scorecard, select ...
Employee Scorecard
Employee Scorecard Purpose The purpose of the Employee Scorecard is to show employee performance in realization and utilization. Navigation To navigate to the Employee Scorecard, select Employees (1) from the list of pages on the left side of your ...
Cash Receipts
Cash Receipts Purpose The purpose of the Cash Receipts report is to show cash receipts by client, month, line of business, and department. Navigation To navigate to the Cash Receipts report, select WIP/AR (1) from the list of pages on the left side ...
Department Scorecard
Department Scorecard Purpose The purpose of the Department Scorecard is to show department performance in production and realization. Navigation To navigate to the Department Scorecard, select Firm (1) from the list of pages on the left side of your ...