Professional Services DashboardsBack
Gain insights into legal matters, improve profitability, manage WIP, simplify billing, and boost employee performance.
- Profitability – Gain an insight into billing, costs, and profits and access traffic light indicators that show how you are tracking to KPI targets
- Job Flow – Gain an insight into WIP, budgets, open jobs, and job timesheet data
- Performance – Gain an insight into productivity, billing, WIP and recoverability by employee, team or across the entire business, and monitor progress against agreed KPIs
- Billing – Gain an insight into current year versus prior year billing trends broken down by partner, client and team and employee
- Retainer Billing – Gain an insight into WIP billed against retainers and fixed price agreements as jobs are completed and understand remaining capacity to ensure profitability. Strategically plan for retainer billing agreement renewals with your customers.
- WIP – Gain an insight into WIP totals and trends as well as ageing WIP and filter by job state, client manager, and client group to ensure WIP is being billed appropriately
- Write Ons / Offs – Gain an insight into write Ons / Offs and use this information to review pricing, costs, and processes to ensure maximum profitability