Management

Management

Updated December 2023
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      Management Purpose Management provides three years of comparative data for Cash Receipts, Billed Net (P), Realization %, and Effective Rate, displayed by different client-based fields. Navigation To navigate to Management, select Management (1) from ...
    • 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 ...
    • 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 ...
    • 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 ...
    • Billing & Realization

      Billing & Realization Purpose The purpose of Billing & Realization is to show how your firm performs in billing and realization. It focuses on invoiced and billed amounts, as well as realization percentages. Navigation To navigate to the Billing & ...