Introducing the Dashboards

In this article:

• Accessing the Dashboards
• Understanding the Heat Map Dashboard
• Understanding the Time Overview Dashboard
• Understanding the Cash Flow Dashboard
• Understanding the File Dashboard
• Understanding the Transaction Reminders Dashboard

Dashboards in Legal Accounting gives you an overall view in a glance of your firm's productivity and financial performance and utilized for different purposes.

Accessing the Dashboards

To access the Dashboards, click the Dashboards icon from the menu bar.

By default, there are five (5) dashboards in Legal Accounting:

• Heat Map
• Time Overview
• Cash Flow
• File
• Transaction Reminders

Understanding the Heat Map Dashboard

Heat Map shows a calendar view of hours, either working or billable, and amount entered for each day per fee earner. It also shows an overview of monthly and yearly goal that was set for the fee earner.

To set this up, follow these steps:

1. Go to Admin > Users > Users tab.
2. Click the pen icon next to the fee earner you need to set it up for.
3. Go to the Accounting submenu. 
4. Under the Current Goal section, select the preferred goal from the list:
   • Billable - Daily Fee Goal
   • Billable - Daily Hour Goal
   • Billable - Monthly Fee Goal
   • Billable - Monthly Hour Goal
   • Working- Daily Fee Goal
   • Working- Daily Hour Goal
   • Working- Monthly Fee Goal
   • Working - Monthly Hour Goal
5. Set the Amount or Hour for your selected goal
6. Click Save.

If goals are set, the Heat Map will display colored bars and defined as follows:

• Solid Pink - Days in which a user has not met their set goal(s)
• Pink and White Stripes - Days in which the user is within 10% of meeting their set goal. the bar will become.
• No Color - Days that the user met or exceeded their goal.

Understanding the Time Overview Dashboard

Time Overview shows a monthly view total hours and amount (working or billable) entered for each day per fee earner. 

If you hover the mouse over the bar, you will see an indicator of the type of hours displayed.

If goals are set, the Time Overview will display colored bars and defined as follows:

• Green - Billable
• Yellow - Adjustment
• Blue - non-billable
• Purple - Firm

Understanding the Cash Flow Dashboard

The Cash Flow tab is an effective way to see the bank balances for all accounts for which a user has access to, depending on the security settings. Along with the Operating and Trust bank balances, there are also summaries showing Payables, Receivables, Work in Progress, amounts that have been billed in the current month, as well as payments made.

Cash Flow Validation is also performed here.

Understanding the File Dashboard

The File tab shows the Balances summary totals for the files in which the user is listed as Responsible, as well as the Firm's summary. Expand the Other Responsible section to see the summaries for other users.

File Validation Utility is also performed here.

Understanding the Transaction Reminders Dashboard

Once reminders are set, they can be viewed, rescheduled or paid (by clicking the appropriate links).

By default, only the transactions that have reached or passed the reminder date set will show on the list, however there is a toggle to view all future transactions.

There are some customizations that can be made to the Dashboard, found in the Manage Profile section