The Insights Dashboard Collection replaces manual spreadsheets and one-off reports with four always-on dashboards covering firm performance, staff performance, revenue forecasting, and staff turnover.
Steps to get started
- Confirm your firm is on Enterprise Insights or Enterprise Plus.
- Identify which firm leaders should have access to the dashboard.
- Set a review cadence — for example, a monthly Firm Performance review and a quarterly Staff Performance review.
Related: Firm Performance, Staff Performance, Revenue Forecasting, and Staff Turnover Dashboard Guides