Skip to main content
CARET Legal Help Center home page
Sign in
  1. CARET Legal
  2. Accounting
  3. Reports

Search

Staff Performance Dashboard Guide

  • Updated September 02, 2026 16:13

What you'll find

  • Best/worst performers
  • Realization rate this year vs. last
  • Partner lead-generation
  • Associate hours

Steps to use it

  1. Open the Staff Performance dashboard.
  2. Compare realization rates year over year.
  3. Identify top performers to retain and coach, and flag associates who may need support.

Was this article helpful?

0 out of 0 found this helpful

Related articles

  • Firm Performance Dashboard Guide
  • Paying Multiple Vendor Bills in One Batch
  • Setting Up Recurring Retainer Payments
  • Will I be able to see a Pop-Up Reminder for an Event if I am not signed into CARET Legal?
  • Can I Recover a Deleted Matter or Documents?

Articles in this section

  • How do you Close/Zero out Accounts at year end?
  • Client Continuity Dashboard Guide
  • Revenue Forecasting Dashboard Guide
  • Staff Performance Dashboard Guide
  • Firm Performance Dashboard Guide
  • Insights Dashboards: Overview & Plan Eligibility
  • Understanding Your My Practice KPI Snapshot
  • How to Produce a Positive Pay Report in CARET Legal
  • Access and Generate the Trial Balance Report
  • Configure and Use Time Entry Posting Feature

See all 34 articles

Website Privacy Policy Terms of Service