Performance Reports

1. Firm Performance,
2. Fees Budget,
3. Client Rankings,
4. Professional Profitability,
5. Revenue & Commissions,

The report shows the performance of the firm over a period of time.

Example of Firm Performance report with default parameters selected:

This report shows budgeted versus billed and unbilled fees grouped by Client and Matter.

Example of Fees Budget report with default parameters selected:

Ranking of clients by total fees worked, billed, and cash receipts.

Example Client Rankings report with default parameters selected:

The report shows profitability per Professional based on billed versus original fees.

Example Professional Profitability report with default parameters selected:

Note: Commissions are only visible to Administrator users. 

Revenue collected per Professional, Manager, and per Responsible Professional.

Example Revenue and Commissions report with default parameters selected: