00:01:
00:05: Hello everyone and thanks for joining. I am
00:08: allowing everyone to get settled in before we get started.
00:12: This particular session is going to cover our
00:17: carrot legal
00:19: analytics for those customers who have
00:23: insights.
00:24: So again you would need the subscription of enterprise
00:29: insights okay
00:31: um if you have enterprise advanced and you're watching this training session just to
00:35: get an idea of what the differences are
00:39: we are going to cover that and we're going to take a look at just what is the main
00:43: differences as well as the
00:48: capabilities of insights all the way through okay
00:52: All right, well,
00:53: hopefully, if you are tagging along, you have clicked on analytics and you can
00:56: follow along on your screen. If you are like myself, and you would prefer to just
00:59: watch
01:03: and then go try it on your own, you can also
01:06: take that approach.
01:09: If you notice, we are currently on
01:12: the analytics
01:14: dashboard here. That's what this screen is. And more specifically, we are on the
01:18: carrot analytics resources. So
01:23: if you watch the carrot analytics intro
01:26: training,
01:27: or if you've attended that training, then you know what screen we're on now. But if
01:31: you have not attended that training,
01:34: let me get you up to speed very quickly. When you are on carrot legals main
01:37: dashboard,
01:41: you can click on analytics and that will bring you right into
01:45: your analytics
01:47: dashboards.
01:49: And my particular
01:51: dashboard is gonna bring me in at my staff dashboard
01:55: And we're going to talk about these in a moment,
01:57: but more specifically, I am going to show you to go over to the left-hand side. I'm
02:01: going to show you that again, because it kind of pops up very quickly.
02:05: Go to the left-hand side towards that hamburger
02:08: and, or the three slashes.
02:10: And whenever it opens up, it looks like this. It's a dashboard menu. Okay.
02:16: I am going to be starting on the carrot analytics resources here.
02:22: All right, perfect.
02:25: So what are we going to cover specifically for insights? We are actually going to
02:28: test our skill at
02:31: building out a dashboard.
02:33: And we are going to create
02:35: two different cards, aka reports on this particular session.
02:40: Okay, so you'll have hands-on experience even if you watch the video or if you come
02:43: back and attend another training,
02:46: you will get hands-on experience with creating cards. It
02:49: also gives you a good feel for what you need to know before you jump in and start
02:53: creating dashboards and cards.
02:57: All right, so let's go ahead and start. This dashboard that we're on, I'm just gonna
03:00: talk briefly about what these dashboards have on them.
03:03: These are our standardized dashboards. What does that mean?
03:07: that means that anybody that has a subscription to
03:12: enterprise or plus i'm sorry
03:15: enterprise plus or enterprise insights
03:18: would have our standardized dashboards and let me point them out if i go to this
03:22: left hand menu
03:24: it's the analytics resources bookkeeper staff dashboard and responsible attorney
03:29: those are dashboards that are built out
03:32: by our carrot team
03:34: and maintained by our carrot team
03:37: okay
03:39: and again that is for both
03:42: the enterprise plus and enterprise
03:46: your insights and remember the main difference between
03:51: having an enterprise plus and enterprise insights is that insights
03:57: allows you to actually create your own dashboards and your own cards and your
04:00: reporting okay
04:04: whereas the
04:06: Enterprise Plus only allows you, you don't want to limit it and say only, but it
04:11: does not have the ability to build out your own.
04:15: All right, so back to this dashboard, Kara analytics resources is a dashboard that
04:21: allows you to attend one of our webinars, our sessions and trainings on analytics.
04:26: It also gives you some resources
04:29: to help you get started for those insights customers to
04:33: start building out
04:34: your reports or dashboards.
04:37: Now these help articles right here are specifically from
04:41: Domo
04:42: and Domo is,
04:44: actually the host of our
04:46: analytics
04:47: we just have it built into carrot legal
04:50: okay
04:50: but they have some great help videos and how-to articles so we just put those in
04:54: here for you to help you out
04:59: okay
04:59: what is the data dictionary the data dictionary is a mapping tool so if you were
05:05: thinking in analytics
05:06: you see a field and you want to know where it maps to back in
05:10: carrot legal
05:11: you can simply come over here and i give the example of clicking on soft cost
05:16: select soft cost
05:18: this would be what it looks like
05:20: the field name
05:21: in analytics
05:24: and then specifically,
05:25: or I'm sorry, the dataset and then the field name would be
05:29: right here. If you wanted the
05:30: soft cost total,
05:32: where does that pull from? It pulls from the matter page
05:35: under the time and expenses
05:37: expenses. So it kind of maps you to where it's pulling that from in carrot legal.
05:41: Okay.
05:42: Great resource for those of you building out your own reports.
05:46: And then, last but not least, is our pro serve link here
05:51: now
05:52: pro serve or our professional services team
05:54: is a team that actually can build out
05:58: the dashboards
05:59: cards and reports for you.
06:02: This is a service offered for firms who
06:05: just don't have the bandwidth
06:07: to build out their own, maybe
06:09: you're a solo practice or
06:12: you know,
06:13: not a large user firm
06:16: and you don't have somebody on staff that has the time
06:20: or skill set to build out your own dashboards or reports, you can reach out to our
06:23: team
06:26: And you can even go through your
06:27: customer
06:28: success manager, your CSM,
06:31: your account manager, you can reach out to training. We
06:33: will be more than happy to get you in
06:36: touch with
06:38: the right contacts
06:39: through pro server professional services team
06:42: and start that conversation.
06:44: Okay.
06:46: So that's what this button does, but ultimately you can also work through us.
06:52: Okay. Alrighty. So,
06:55: Let's talk about the next kind of thing here, which is who has access to these
06:58: standardized dashboards that we create.
07:02: And then later we'll talk more about how you can control access for the Insights
07:06: customers, how you can control access to who has dashboards to the, who has access
07:10: to the dashboards that you create, okay?
07:15: So for right now, let's talk about the standardized dashboards.
07:18: Again, we go into better
07:19: kind of better detail on these on the intro training
07:23: analytics intro, but for just
07:26: purposes of making sure you've heard it before, I'm going to cover it again here.
07:31: So bookkeepers
07:33: are for
07:35: pulls from the permissions from carrot legal, and this would be for your accounting
07:40: and admin staff so if they are set up in your um carrot legal
07:46: the user is set up as the accounting
07:49: or
07:50: admin they'll have access to the bookkeeper dashboard
07:54: and the main reason for that is because it has a firm financial data in here such as
07:58: how much is outstanding in ar how much is outstanding in
08:02: accounts payable
08:03: um
08:04: some different collection metrics here so
08:07: This information, again, is standardized. Our team sets it up, but we only make it
08:12: available to the accounting team members that you have set up in Carrot Legal and
08:16: your system admins
08:20: from Carrot Legal. Going
08:22: back over to the side menu,
08:24: you have a responsible attorney dashboard.
08:28: And that responsible attorney dashboard, again, is meant for our accounting
08:33: and system administrators.
08:35: And this is really about some
08:38: higher level firm management
08:40: looking at their different responsible attorneys
08:43: metrics here. Okay.
08:45: So you'll have things like how many matters they have, what their team performance
08:49: looks like, et cetera.
08:53: And last but not least, if you go to the staff dashboard,
09:00: Now I have to change my date online, so bear with me for a second. And I'll cover
09:02: this in a moment as well.
09:04: But
09:05: this would be for
09:08: each staff member that clicks on analytics at your firm will by default have access
09:12: to this dashboard, staff dashboard.
09:17: Okay,
09:17: now if they don't enter time and they don't have any time for themselves, then they
09:20: may not see any numbers building kind of like it was when I first came into here. So
09:23: let's
09:26: just go with today, right? I don't have any data for today.
09:31: But I went in here and updated it for this year.
09:36: So I could actually display data for you all.
09:39: The key takeaway here is if
09:42: each one of your staff members wants a dashboard, this is the dashboard that Carrot
09:44: Legal built out so that,
09:47: I don't know, so they wouldn't feel left out,
09:49: but also
09:50: so that they could see dashboard information that was relevant to them.
09:54: So how many hours they worked,
09:56: how does that break down if they do time entries, those time entry categories are
10:00: displayed here, how much they've billed.
10:04: And then if we scroll down a little bit, it shows them their month over month
10:07: productivity.
10:10: And then last but not least is probably my favorite here. This is a task calendar.
10:14: So for those of you who are used to seeing
10:18: maybe events
10:20: on your calendar, right, appointments, deadlines, and meetings,
10:23: this particular calendar
10:25: in our staff dashboard allows us to see what task we have upcoming
10:31: okay
10:32: so i really like that and this dashboard again is for all staff
10:35: so it's not limited to just those
10:38: um
10:39: financial aspects that our accounting and
10:42: firm administrators would have
10:45: alrighty so let's just take a quick second and we are going to move on
10:50: to just some navigation
10:53: kind of
10:54: functionalities here, how to move around in here, okay, or how to get around.
11:00: Okay, so the
11:02: thing that I'll mention next is that really your system admins are the ones that are
11:07: going to be able to create dashboards and maintain them
11:12: in analytics.
11:14: And we're going to talk about how to
11:17: see who the owner of a dashboard is, as well as how to share that dashboard with
11:20: others.
11:24: We're gonna talk about
11:26: sharing
11:27: dashboards as a report
11:29: that you send via email
11:31: and you can send it one time versus many times like on a regular cadence. So we're
11:34: gonna take a look at that.
11:38: We're also gonna going to talk about what if I just want to
11:42: and share the dashboard, but lock all the cards on that dashboard or all the
11:45: reports, if you will.
11:48: So nobody can change it, but they can still see it. What does that look like for us?
11:51: So we're going to talk through some of that.
11:54: And then
11:56: once we go through some of the logistics around
11:59: navigation, moving around in here, then we'll start actually building out a card and
12:03: a dashboard.
12:07: All right, so the key takeaways are the left-hand navigation bar is to move
12:12: throughout your different dashboards. And yes, we have a few other ones here that we
12:15: use for demoing and samples,
12:19: but it's these first four that are really critical. And
12:24: then
12:25: that is how you're gonna move around throughout your dashboards. But on the top up
12:27: here,
12:30: this bar,
12:32: really shows you information or helps you work within the dashboard that you're on.
12:36: So let me explain.
12:38: The top left will have the dashboard name,
12:41: and then it says whether or not that dashboard is locked,
12:45: and then if it's set to a specific user. So each time that user accesses that
12:47: dashboard,
12:50: it shows only that user's information to them. Okay.
12:55: On the right hand side, it will say who owns the dashboard.
12:59: In addition, it will say how many folks it's shared with.
13:05: And then you'll see on the far right hand side,
13:07: your filters.
13:11: that displays the filter menu.
13:14: The quick
13:15: add here
13:17: is to quickly add a card,
13:19: create a new card. So this is add from existing, create a new one,
13:23: or assign
13:24: somebody to create a card.
13:27: We won't really focus on that much today because this is more about learning how to
13:29: create cards instead
13:32: of designating who's going to create them. How to share
13:36: the dashboard
13:37: versus how to share the cards would be down here on the particular card and we'll
13:41: get to that in a moment. And then on the far right you'll see a wrench.
13:45: This wrench is very similar to in Carrot Legal the pencil.
13:51: so the pencil means to edit in carrot legal
13:54: and here in analytics it means to edit as well but it's the wrench okay
14:01: all right so that's what this menu is here
14:03: and then of course you have your standard carrot legal dashboard menu up here
14:09: okay
14:11: All right, so let's go ahead and move on through how to share a dashboard. So let's
14:13: say that
14:16: our bookkeeper dashboard
14:18: is a dashboard that our partners or,
14:22: you know, even if I was a solo
14:25: practice and I wanted to get this report on a regular cadence, but I don't want to
14:28: have to log in.
14:31: That's a good reason to do scheduled reports. So if we go up to the top right, I can
14:34: send the whole dashboard to myself
14:38: on a regular cadence via email, or
14:41: I can send it as a one-off. So
14:43: this arrow at the top right,
14:45: I can schedule as a report.
14:49: And I can give this dashboard report that I'm going to be sending to myself or to
14:52: others a name so it's recognizable.
15:00: There you go.
15:01: Something like that.
15:06: And I can send it on a weekly basis
15:09: every Monday
15:10: at whatever time it is. Okay.
15:14: The start date and the end date.
15:19: And then
15:19: I can go ahead down here and say who I want it to be sent to.
15:24: If you start to add users
15:26: and
15:27: the user you're trying to add doesn't pop up,
15:30: that is because they've never clicked on analytics on their side menu.
15:34: So it's never taken their user from Carrot Legal and put it into analytics. And it
15:38: does that automatically whenever they click on it. So just have them click and then
15:41: they'll be available.
15:44: The other option is I do have a few folks that will tell me, hey,
15:48: my
15:50: partner's never gonna use this. It's just not for them, but I do need to send them
15:53: the report. How can I do that? And you can always have it sent to yourself and then
15:56: forward it to them.
15:59: But to get them to show up here,
16:01: they do have to click on that analytics from within their carrot legal. All
16:05: right, this is going to be an enabled
16:08: scheduled report
16:09: and I'll click schedule.
16:11: Once I schedule this,
16:13: if I ever need to turn off the schedule or update it,
16:16: I can always go back to this wrench up here
16:20: and say edit schedule reports.
16:23: There's that bookkeeper dashboard update.
16:26: On the right hand side, there's three dots.
16:29: I can edit
16:30: or just even disable it.
16:33: Okay. All
16:34: right, back to home.
16:39: And then again, up here on the top right, what if I just want to send this as a one
16:42: time thing?
16:45: I can send now,
16:48: select the user or add additional
16:50: and hit send and it'll send it out.
16:52: And the best part about this dashboard is when I open up the email that it sends,
16:57: it looks just like it's laid out here. So it's going to be all in the body of the
17:00: email.
17:03: Okay, there are individual reports that you can get
17:06: in your email as attachments. So that's great as well. But just given this example
17:10: here.
17:14: All right, if we were to take an individual card and share that individual card, we
17:19: just want to share that with somebody to email it to them, we can use the
17:23: wrench
17:25: and say, schedule as a report or send now has the same flexibility.
17:33: Okay, and earlier you saw me use the date
17:36: up here on the top right. Each card
17:39: will typically have a default
17:42: date and time parameter on them. So for instance, if you wanted to look at like a
17:46: billable amount, maybe it's set for
17:50: the current week or the current month, right?
17:53: But I can always go up here to this
17:55: date and tell it what timeframe I'm trying to look for.
17:59: Now, of course, if there's reports that
18:02: cannot factor in that date, then they won't be updated, but all of the other dates
18:07: would be. So let's just do this quarter.
18:10: There you go. It's really terrible for worked hours, but bear with me, I'm in a test
18:14: environment.
18:17: I promise I work more than that.
18:19: And then if you wanted to maybe go over to, let's give the example of responsible
18:23: attorney dashboard.
18:27: Here, if I wanted to take a look at a certain responsible attorney's
18:31: metrics,
18:33: I could go up to the left-hand side and beside filter views, there's a plus sign.
18:38: Here,
18:39: I can tell it I want to add a filter
18:41: and start to type in the name of that filter
18:44: and it will pop up.
18:45: So I want responsible attorney
18:47: and specifically I'm going to use
18:50: another co-workers that has some good data in it
18:53: here, Elizabeth. So I'm going to
18:56: apply this
18:57: and now it
18:58: filters down
18:59: the reports that it can filter down
19:02: down to
19:03: how many open matters that responsible attorney has how
19:06: are they by aging
19:08: etc okay
19:10: and you cannot leave the filters i found this out the hard way
19:13: you want to make sure that you get rid of them when you're done
19:17: because if you leave them
19:19: it leaves them for everybody else who's also accessing that dashboard so they may be
19:24: thrown off if they get in here and they're expecting to see 348 matters and they
19:26: only see 22.
19:29: so just kind of point out and just make sure that you're aware of the filters there
19:33: that once you set it it sets it for the dashboard
19:38: okay um
19:39: let's talk a little bit about
19:42: uh
19:43: getting started with if we wanted to create a dashboard
19:47: So the first place that I'm going to go
19:49: is I'm going over to the left-hand side.
19:52: And down here at the very bottom, you'll see Manage Dashboards. Again, this is only
19:56: for Insights customers. So you have to have Insights to be able to do this.
20:01: And you really need to be at an system admin level to do this.
20:05: So here on the Dashboards
20:08: or Manage Dashboards, I can say Add a Dashboard.
20:12: for this one I'm going to do an example like firm management
20:17: okay and
20:19: then I'm going to hit save and that puts it right here now I can move these around
20:24: I can drop it in up here wherever I want to okay
20:27: but I'm just gonna say there it is and then I'll hit done
20:31: well now by default
20:33: only I have access to that dashboard when I set it up
20:38: here's my dashboard it's a
20:41: blank clean slate, if you will.
20:43: And if I look up here on the far right,
20:45: there's only one person or one owner. And when I click on that, it shows you
20:49: that I am the owner.
20:51: Now I can share this dashboard with additional folks.
20:55: Sorry, let me go up and...
20:58: select them and hit share
21:00: and then they'll be shared so they can see this dashboard as well
21:03: from this point on now they cannot edit it necessarily
21:08: so i would have to make them an owner
21:10: but for right now i'm just going to leave it like so
21:15: Okay,
21:16: all right, and then on the left hand side, if I don't want people changing my
21:19: dashboards, I can lock it,
21:21: okay?
21:22: And it will tell you
21:24: they won't be able to
21:26: add or access or remove it, okay?
21:31: They can see it, they can't remove it.
21:35: All right, and next,
21:36: once I have my blank canvas, things I wanna point out here is the standardized
21:39: dashboards,
21:42: We don't want to edit and even then they are locked down so you can't edit them
21:47: really without just using filters.
21:50: But
21:51: for our dashboard, if that lock is not in place and you've shared it with others,
21:55: then they can edit your dashboard. So just making sure that you understand that.
21:59: If you ever create a dashboard and you need to delete it before it has any data,
22:04: up here, delete dashboard and it will take you through that process, okay?
22:08: However, if you've already added cards,
22:12: or I call them reports. If you've already added reports to your dashboard,
22:16: then
22:17: you may want to think twice before deleting. And we'll get more into that in just a
22:21: moment.
22:24: All right. So let's go ahead and talk about
22:28: how to
22:31: add cards to the dashboard once we have a dashboard established. So now we're going
22:36: to move on to just adding a card in here. So if I click Edit Dashboard,
22:42: then I can get
22:44: my blank canvas in a position to be edited.
22:48: Okay.
22:49: So after you've did that,
22:52: you'll see on the far right-hand side, and hopefully I'm going slow enough for
22:56: anybody who's trying to follow, that you're able to do this along with me.
23:00: But if you're not, that's okay. You can always rewatch and
23:05: do additional trainings if you need it.
23:09: So on the right hand side, you'll see this kind of
23:12: menu here where you can build out your dashboard.
23:14: One of the first things that I like to test out is I'll have you put,
23:18: grab this H here for header and add a header by dragging and dropping it
23:23: right here to your firm management dashboard. Okay. When
23:27: you do that, it opens up this
23:30: text field that you can type in and it says title.
23:33: So here I'm going to say
23:35: firm management.
23:38: Here we go.
23:39: Here's my
23:40: header. I can trash can it. I can move it around eventually.
23:43: Next, I'm going to go back over to that menu
23:46: and I'm going to grab this
23:50: layout option if i hover over it it will say layout and i can grab a layout
23:55: now if i just try to drag and drop like i did earlier with that header
23:59: look what happens it doesn't work
24:01: so what i found is if you go to the layout
24:04: and hover over
24:05: the header if you hover over the top line it'll put it above it
24:11: If you hover over
24:13: the bottom line, it'll put it below it. Okay.
24:16: So just kind of keep that in mind where you want to position this. And you might
24:19: have multiple
24:21: headers with, for each section and multiple sections in here. Okay. So let's just
24:24: start with this though.
24:28: So I'm going to drag and drop it on the bottom line. And
24:30: when I do so, it asks me which layout I like to go with.
24:34: And
24:35: usually the easiest one that I start to work with is this one right here in the
24:38: middle.
24:41: Okay, it has six boxes.
24:45: Okay, and that is it. So now I can go up to the top right and hit save.
24:50: I like to do this just to practice.
24:54: And that's what our dashboard foundation will look like to begin with. Next,
25:00: I like to go back up and click edit using our wrench,
25:05: edit dashboard, okay?
25:08: Again, you can stay where you're at, but I just want to show you where that's at in
25:11: case you weren't following
25:14: or you got lost. If I go back
25:17: to Carrot Analytics resources or a completely different dashboard and I say, oh, I
25:20: want to take a look or work on my dashboard.
25:23: Once you come into analytics, you're going to use your fly out
25:26: side menu here.
25:27: Scroll down, find the dashboard you want to edit.
25:31: Once on the dashboard,
25:34: you're going to click the wrench here and
25:37: hit edit dashboard.
25:43: All right, next, what I would like to test is
25:47: what if you want to use a card that already exists,
25:51: cards that Carrot Legal has already built out. So
25:54: cards, remember, are reports. So we
25:56: want
25:57: cards or reports that Carrot Legal has already built out. We want to add them to our
26:00: board just to try it out.
26:02: So if you go to add content,
26:05: we have add from an existing card or create a new one.
26:08: We're going to create a new one in a moment. But before we do that, let's start with
26:11: add an existing card.
26:14: And here, for this one, I'm going to go with
26:18: buildable or build and collected.
26:23: Let's do this one. Yeah, that's perfect.
26:26: Or not. Let me try that again.
26:31: Remove down here. We're going
26:35: to move it. Let's try a different one.
26:41: There we go.
26:43: So there we have a card that already exists. That's
26:46: how you can load cards that already exist. But if you're starting a card from
26:49: scratch,
26:51: you can go to add content and create new card.
26:55: When you do this, it's going to let you know that you need to save the dashboard
26:57: first.
26:59: And that's okay.
27:01: We're going to say,
27:02: yes, we would like to save and continue.
27:06: so here's how you kick off building out a card aka a report
27:10: so i'm going to tell it that i want a visualization
27:14: and then i'm going to tell it i want to select from existing data that means data
27:18: that's already in caret legal
27:21: once i do that
27:23: the first thing that pops up team is for you to select a data set so what does that
27:25: mean
27:28: that means for you to pick the table
27:31: of data that you're planning to work off of.
27:34: So if I was looking to build out a report about
27:38: matter specific information,
27:41: I might
27:41: pull up the matter ones.
27:44: and it'll show you all of them that have to do with matters. And there may be
27:47: multiple because let's be honest, Carrot Legal is built around matters.
27:51: So how do I know which one
27:54: I need? If you click on each matters data set here and you can click through them
28:00: and then over on the right hand side,
28:02: there is
28:03: details about what each data
28:06: set has on it. So this one has the matter number, it has unbilled standard time,
28:10: quantity, dollars,
28:14: no charges so this one has a lot of information about the time entries themselves
28:19: talks about things that have been billed
28:22: just lots of data in there right but if I go to
28:25: maybe matter contact this will tell you all about the contact on the matter
28:31: Contact type, what their role is,
28:33: et cetera.
28:35: Matter client, this gives you more specifically instead of contact,
28:39: what their client information is. So
28:41: that's what the data sets are. It's really about the table in carrot legal that you
28:45: wanna use to produce your report
28:49: or visualization, okay?
28:51: So in my example, what I would like to create is I'm going to demonstrate creating
28:56: two different cards with you. The first one
28:58: is going to be pretty
29:01: much how to see what hard costs have been paid by your client and what hasn't. So
29:05: we're going to create
29:09: a data set or I'm sorry, not a data set. We're going to create a report that says
29:12: that or tells us that information.
29:15: And in addition, we're going to create
29:17: a report
29:18: that talks to us about CRM leads.
29:21: And by talks to us, hopefully we'll be able to come up with our own story for it,
29:25: but that's what I mean. It's going to give us data and then we will need to
29:29: make decisions or work through
29:33: some of the obstacles that this data may present, okay?
29:37: All right, so to start, let's start with our hard cost example. That's our first
29:41: card we're going to create, our first report.
29:45: And for this one, our hard cost, what's been
29:49: billed but maybe not collected, what's been billed or possibly collected
29:54: is both about
29:56: invoicing.
29:57: So I know it's gonna be on an invoice
30:00: data set,
30:01: because it's about what's billed ultimately,
30:03: which would be what we have on our invoices.
30:06: And for this one,
30:08: I've already looked at this before, so I built this one out.
30:12: So I can go over here and look and just double check to make sure that it has all of
30:14: what I need
30:17: for hard cost information, and it does.
30:20: So this is the table that I'm going to use, or the data set.
30:25: And when we say
30:26: choose that data set we want to use it
30:29: the first thing that it does is it takes us into analyzer and don't panic
30:33: this is where you can build out your report set
30:37: but i'm just going to back step it just a little bit so as soon as you come in here
30:40: it likes to pre-populate data for you
30:43: and i'm not going to use this data so the first thing i'm going to do is right here
30:47: where you tell it what data you want to consider
30:51: i'm going to remove what they pre-populated for me okay
30:57: And then I'm going to do a few other additional items before I jump right in, okay?
31:01: The next thing is I'm going to make sure that this
31:05: menu is here. I'm going to make sure that
31:08: the data set
31:10: is there.
31:12: I
31:13: don't necessarily need the lineage or the data table, but just to point out what
31:15: they do,
31:18: this presents a table at the bottom so you can see what data examples it will give
31:20: you.
31:23: and this is just showing where that data came from i don't use that one either so
31:26: those two i don't use
31:28: filter and sort allows you to filter and narrow down
31:32: your
31:34: your reporting, if you will, while chart properties allows you to say, hey, make the
31:37: header of the chart red or
31:42: make a total into
31:44: field, et cetera. So this allows you to like format your chart specifically once
31:47: you've picked a chart type.
31:51: And that's what this is. So if I turn it off, it goes away. If I turn it back on,
31:55: it comes back up. If I turn this off, it goes away.
31:58: There you go. All
32:00: right. Same thing here at this one.
32:02: There you go.
32:04: Okay, and then your controls, I don't typically use this one, but it allows you to
32:07: save quick filters.
32:10: I actually keep that one off because I like to stick to the bare basics when I'm
32:13: training this.
32:15: Color rules,
32:17: I can go ahead and say after it goes over this dollar amount,
32:21: turn the field red.
32:22: So again, this is being able to go a little further than just the basic reporting.
32:27: Okay.
32:29: Auto preview
32:30: is just allowing you to
32:33: see
32:34: whenever you make changes instantly.
32:36: Okay, so I do keep that one on.
32:38: I don't do tool tips
32:41: and I don't
32:43: typically turn off the chart types. It's on in the beginning and I leave it on and
32:45: we'll talk about that in a moment.
32:48: I don't use annotations.
32:50: Beast mode we will technically use by doing the calculated fields over here and we
32:53: are gonna do one example of that
32:57: in this training.
32:58: Segments I also don't use.
33:02: and this is just going over
33:04: the default date that you plan to use on whatever report you're building out so if
33:07: is it
33:09: is it the last quarter typically the last year etc this year year to date
33:15: you can set that default date here for your report
33:19: okay
33:20: so i'm going to start with a very generic chart type this is my first step so once
33:25: you make sure that you can see what you need to see
33:29: up here
33:30: then i immediately go in on the right hand side after i've removed these different
33:33: factors it pre-populated for me
33:36: and i'm going to tell it
33:37: i like to start with
33:39: a chart
33:41: type here called tables and text boxes
33:45: this is like my very generic easy to use option
33:49: so i always just start here
33:51: and i want to use a mega table
33:55: And when that table pops up, I'm ignoring what it has there in the fields because
33:58: it's irrelevant to me.
34:01: And I'm going to start to look at the dimensions. So if you hear me say dimensions,
34:05: I'm talking about the far left-hand side here. Okay. And
34:09: I'm just going to collapse them so you can see what I'm talking about.
34:13: So on the far left-hand side,
34:15: you'll see dimensions. What are the dimensions? Well, earlier when we chose this
34:18: table,
34:20: we were making sure that it had all the different factors that we needed there,
34:23: right? Hard costs, et cetera. And if you look, that is this section here on the
34:27: left,
34:30: right?
34:31: Measures,
34:32: same thing, except these are actual measurements. This is where your hard costs are.
34:36: And then
34:39: calculated fields are what we actually create, okay?
34:42: They are calculations we create.
34:44: but dimensions are pulled from that data set and measures are pulled from that data
34:48: set that we chose and voiced by segment.
34:52: Okay, so what do I want to put on my chart first?
34:57: And the first thing that I'm going to put on here is, and just make sure I got
35:06: my
35:07: table and everything set up correctly, the first thing that I'm going to add is the
35:11: client name. So I'm going to go over to the left and in the search box, I'm going to
35:16: type in client and it pulls up anything that says client.
35:20: There, I'm going to select the client name by dragging it and dropping it up here.
35:30: Then the next thing that I'm looking for
35:33: is the invoice number. So I'm going to ask for the invoice number. There you go.
35:38: Drag and drop
35:39: to the next position.
35:43: Okay.
35:44: Next thing is the, so we know the client, we know the invoice number, and
35:50: then we want to know the issue date. So the date that the invoice was issued, issue
35:53: date.
35:56: That way we can filter by dates.
36:01: So there's our issue date.
36:05: And then we want our hard cost billed.
36:11: Hard cost billed,
36:12: be careful there, there's two of them that look very similar. As
36:16: well as our
36:17: hard costs paid.
36:21: And I think actually,
36:27: I'm sorry, we want the hard cost balance. That is right.
36:30: Hard cost balance.
36:32: Okay.
36:35: There we go.
36:38: Now, I don't
36:39: love
36:42: the issue date, how it looks. That date looks weird to me or it looks...
36:47: just not what I would see for a typical date when we're looking at reporting. So I'm
36:52: going to go up to this issue date filter up here for this dimension.
36:56: And I'm going to click on that down arrow and tell it instead of no aggregation,
36:59: which means like,
37:02: you know,
37:03: no standard way of setting it. Then if you click on this, I can tell it count,
37:09: right?
37:09: But instead I want to use no aggregation and I just want to change the format
37:16: and I'm going to use shorthand.
37:18: That's the dates that I want to use.
37:20: And I click into this blank space and there you go. Okay.
37:24: Additionally,
37:27: I want
37:27: the invoice numbers to be more of how many. Okay.
37:32: So if I go to invoice number, in our
37:34: application we use count
37:37: instead. Now
37:40: we can look at it this way.
37:44: Or if I go in and say no aggregation,
37:47: I can also relabel this to say
37:53: invoice number.
37:56: So that's allowing you to format this column here. I can change the labeling up
37:59: here, et
38:02: cetera, okay?
38:06: All right,
38:07: but there's one other thing. We don't just want to see what's billed and what the
38:10: balance is. We also want to see a column for what's been paid. So how can we
38:13: determine that?
38:16: How can we figure that out?
38:18: And that's where we're going to do a calculated field. It doesn't just give us that
38:20: option.
38:22: Okay?
38:23: So what we're going to do is we're going to go down, create calculated field.
38:28: And here we're going to say
38:29: hard cost balance.
38:35: minus hard costs actually
38:38: it's hard cost build minus
38:42: minus our cost balance
38:45: so we want them to subtract what was billed
38:48: minus the balance should tell us how much was paid and that's what I'm going to call
38:51: this column
38:53: okay then I go to the formula and I'm going to tell it the same thing
38:57: hard cost build
39:00: minus
39:02: hard cost, and if I just start to type it in,
39:04: here it is,
39:06: okay?
39:07: Validate it,
39:09: create the calculated field as long as it validates,
39:15: and it says beast mode created, so that's great.
39:17: I can close out of this now,
39:19: and down here with the calculated fields,
39:22: should see hard cost build
39:24: minus hard cost balance
39:26: and I should be able to take that field now
39:29: and drop it in right up here where I wanted it initially and actually
39:33: I'm gonna swap those around
39:36: yeah
39:38: so what was billed
39:39: what was paid
39:41: in the balance okay
39:48: Now, in addition, the hard cost build,
39:50: I don't want anything that says zero. If it doesn't have anything build, I don't
39:53: want it showing. So how would I do that? How would I get rid of all the ones that
39:56: say zero?
39:59: I'm going to take the hard cost build.
40:10: Let me go back to my measures here.
40:13: Hard cost build.
40:15: And I'm going to filter here. So when I do that, I'm going to tell it
40:23: is greater than
40:26: zero, okay? There
40:30: you go.
40:31: And now it only shows me things that are more than zero there.
40:38: All right, this is our quick report. So now I can go up on the top far right. And
40:43: actually before I do that, don't forget that you can relabel any of these headers to
40:47: what you want them to look like. And you can change the
40:51: chart colors, et cetera, using chart properties.
40:54: So I can go in here and say,
40:56: header row, let's change it to
40:59: not font, but color here. Let's go for orange, okay? And it does that.
41:04: Also, the invoices by segment
41:07: for this particular card, I'm going to say
41:15: something like this.
41:17: Hit save.
41:21: And then I'm going to tell it
41:23: of all time. That's great. And I can always narrow it down on the main page. But
41:28: save
41:29: and close.
41:34: And now we have this report.
41:37: How do I make it larger? How do I work with this? That's the dashboard itself. So
41:39: I'll click edit dashboard.
41:42: And then I can always trash can that. That makes this one larger. I can scroll
41:45: through
41:47: this dashboard
41:48: or I can even delete these two out
41:53: and drop this in.
41:57: Let's try this.
42:03: Then hit save.
42:07: There you go.
42:08: And now I can scroll through this or I can schedule it as a report, do it as an
42:12: attachment, whatever I need to.
42:16: Okay, let's do one more
42:18: and that should do it for you. So this time I'm just removing that card off of here.
42:22: By the way, right now, if I was to go in and delete the dashboard, it would let me
42:25: know
42:29: that
42:31: it can't be undone.
42:32: But when I delete it,
42:34: I am also
42:36: permanently deleting the dashboard.
42:38: Any of the borders, the titles, headers will be permanently deleted. And it will not
42:42: delete the cards, but it will remove them, right? It's deleting it. So it makes you
42:46: type in,
42:50: check off these boxes and type in confirm before you actually hit delete.
42:54: Little fail-safe there. That's pretty nice.
42:56: If you go to the cards
42:59: and delete the card, it's gone.
43:02: You would have to recreate it.
43:04: So that being said, I typically recommend using remove.
43:09: In addition,
43:10: we should always go in and
43:14: I'll expand this one so we can see it. And let me see here. Let
43:22: me
43:24: get to what I'm trying to go to.
43:35: Give me two seconds here.
43:39: Card details. And let me see if this is the one that I want.
43:43: Yes, if you go to, I'll do that again so y'all can actually see what I'm doing here.
43:49: If you go to the card
43:50: and expand it,
43:52: it looks like this when you expand it.
43:55: But I go up to the far right hand side to this card options
43:59: and go to card details. I can lock
44:02: this card
44:05: so that other people can not make changes to it. That's very, very important because
44:10: even if you just create this report and you leave it on your dashboard
44:14: and you don't give people access to your dashboard,
44:18: they can still go on their own dashboard and say they want to use this card.
44:22: And if you don't edit, I'm sorry, if you don't lock this card,
44:26: they could actually change
44:29: the foundation of your report.
44:31: So
44:32: very, very important when you create these reports, always go in,
44:35: do exactly like I just did and come over here and lock it, okay?
44:41: and that should do the trick for you. All right,
44:44: but once it's locked,
44:47: somebody else decides to add it to their dashboard or use it that's fine it's just
44:49: they won't be able to make changes to it
44:52: if they want a report just like yours but a little bit different they can go and
44:57: if they have access they can click on that wrench and say
45:00: save as
45:01: and copy this to their dashboard so they would select their dashboard
45:06: here
45:07: rename their card to what they want it to be called on their dashboard it should not
45:11: be the same name as it already is they should always rename
45:15: a card
45:16: and then they would hit save and
45:19: that will copy it to their dashboard but it's save as so it's a completely different
45:21: report
45:24: um
45:24: well not completely different but it's not going to impact yours and they can edit
45:27: their own okay all
45:30: right let's do one more here like i said let's go ahead and go to edit dashboard i'm
45:34: going to add another card from scratch create new card
45:39: And here I'm going to select visualization,
45:42: existing data.
45:43: This time I want to do this one for my CRM folks, people who handle potential leads.
45:49: And what I want to do on this one is get an idea of how many
45:55: leads we convert for each practice area,
45:58: right? Not just how many leads we convert,
46:01: but how many do we do for family law versus et cetera, right?
46:06: So I am going to use a lead card.
46:08: And you can look through these and see which one has the information you need. For
46:11: me, I just need status and the practice area.
46:15: So I know view of lead is the one that I need. I already did the research on this.
46:18: So that's going to be my example.
46:22: And for this one, I know I typically tell you that I use a
46:26: chart.
46:27: But I'm going to get rid of these pre-populated ones. I don't need that.
46:31: And I am going to go with a
46:34: pie chart.
46:35: like this,
46:36: okay?
46:38: And again, ignoring the data that they
46:41: default for me,
46:42: I want
46:44: my
46:45: practice area as
46:47: well as my statuses. So
46:49: first thing
46:50: is status. I want to filter down
46:54: by status. So I'm going to put it into the filter section, click on it, and then it
46:57: says, okay, what do you want to filter? I only want
47:01: who we've retained, like who we've actually converted and moved forward with.
47:06: because I want to know how many for each practice area we've actually moved forward
47:08: with.
47:10: And then I need the practice area, so I'm going to grab it from over here and drop
47:14: it in up here.
47:19: There we go. And I really want it to update
47:23: with the data. Okay, one more time. Practice area, this time in the pi value,
47:28: and now it should update.
47:30: So it says that
47:32: we have,
47:33: at a family law, we have five,
47:36: and I can go through all the different examples here, but there we go. Okay,
47:41: remember if you want
47:44: to change out the colors or anything like that, you can do so. If you want to
47:50: change out
47:51: any of the data labels, you can do that.
47:54: ultimately that is my quick and easy
47:57: crm
47:58: and if i go up to the far right
48:00: save and close
48:04: let me actually edit this one more time and i want to give it a different name so it
48:06: doesn't get confused with anybody else's
48:15: there you go practice area conversions okay
48:19: And that'll be it. So save and close.
48:23: And now out on my dashboard, I can see that.
48:27: All right. So hopefully this was a very helpful session for you.
48:31: We've talked a little bit about how to create dashboards and creating cards.
48:36: Once you have a moment to digest this, what's really your next steps?
48:41: And we want to remind you that if you don't have first of all, if you don't have
48:48: the enterprise insights,
48:50: you can reach out to really any of us at Carrot Legal and let us know that you're
48:54: interested in getting that or even doing a demo on that and we can get you set up
48:57: with that.
49:00: If you already have Enterprise Insights
49:04: and you are at the point where you really need a little bit more hand-holding,
49:09: from
49:10: our team
49:11: and just some more time to get in there and play around.
49:15: You can absolutely reach out as well. You can reach out to your CSM and they may be
49:18: able to get you in contact with a TPA.
49:22: Sorry to throw out all these abbreviations, but
49:25: again, that's your customer success manager. If you reach out to your contact,
49:30: They should be able to get you to a TPA to do some hand-holding and trying to walk
49:34: you through a few different reports maybe that you might want to create yourself.
49:38: But ultimately, also don't forget, if you are
49:41: not in a position to create these yourselves, you don't have the time, you don't
49:44: have the bandwidth right now,
49:47: we do have our professional services team who would be
49:50: more than happy to jump in and help.
49:52: get these knocked out for you and get you on your way at least just maybe even
49:56: temporarily until you can get in and create your own.
49:59: How would you get into contact with them? You can reach out again to any of us here
50:02: at CARAT. We would be happy to get that
50:05: going for you, but specifically you can reach out to your CSMs to kind of kick that
50:08: off.
50:11: Other than that, that is what I have for you all today. I hope that you enjoyed this
50:14: training and that you learned a lot from it
50:18: and I look forward to having you on additional sessions in the future. Thanks.