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 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. LOB Scorecard is the fourth of these buttons.

Cards

There are four cards (3) at the top of the report. They show cash receipts, the invoiced amount by client, effective rate, and billable hours.

You will notice that the cards on the LOB Scorecard are different than those on some other reports. They include indicator arrows to quickly show if the numbers are up or down from the prior year. The cash receipts card will also show current year performance against the budget if the cash receipts budget has been provided.

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

Cash Receipts vs Goal (5): shows cash receipts by month and compares it to the cash receipts budget (if provided). By hovering your mouse over the visual, you can click on the arrow that appears on the right side of the visual to show the data in different views.

Billed Net (6): the current year and prior year net billings.

Billable Hours (7): shows the current year and prior year billable hours.

Clients (8): shows the net billings, effective rate, and write up or down for each client.

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	Clients	Client Scorecard
Client Name	Clients	Cash Receipts

 

Drill through to this report

 

Right-click on this field	On this visual	On this report
LOB’s Amount	Lines of Business	Cash Receipts

 

Updated April 2022

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