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Staff Performance Dashboard Guide

  • September 02, 2026 17:23

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.

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