Firm Performance Dashboard Guide

  • Updated

What you'll find

  • Revenue/billable growth vs. last year
  • Revenue by practice area
  • Invoiced vs. collection rate
  • Highest AR balances
  • Most profitable clients

Steps to use it

  1. Open the Firm Performance dashboard.
  2. Review growth and collection metrics against last year.
  3. Drill into the practice areas or clients driving the numbers.

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