Firm
Firm
Purpose
The
Firm report provides insight into high-level firm performance.
Navigation
To navigate to
the Firm report, select Firm (1)
from the
list of
pages on
the left side of
your screen. Once you are in the Firm page, you can use the buttons
along the bottom (2) to switch between
firm-focused reports. Firm is
the first of these buttons.
Cards
There are four cards (3)
at the
top of
the report. They show total, billable, and nonbillable hours worked, as well as the
productivity ratio.
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.
Please note that you may see the nonbillable hours card drop dramatically and the productivity ratio card and visual jump to nearly 100% if you apply some of the filters
on this page. That is because many of the filters are client-centered, and non-billable hours are very rarely coded to clients. For example – if you choose a Primary
Partner, the report
will show the data for all the clients assigned
to that Primary
Partner. Those clients
will almost never include nonbillable hours.
Visuals
Cash Receipts (5): shows current year, prior year, and budgeted (if provided) cash receipts.
Billable and Billed Hours (6): shows the current year billable and billed hours, as
well as
the prior year’s billable hours.
Billed Net (7): shows current year, prior year, and
budgeted (if
provided) net billings.
Productivity Ratio YTD (8): shows the
productivity ratio year to
date for
the current and prior year.
Drill Throughs
There are no
drill throughs to or
from this report.
Updated April 2022
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