Enable Dashboard

 

Firm admin can enable dashboard. To enable dashboard go to Account > Settings. Tick mark the “Enable Dashboard?” check box and save

 

Screenshot (117)

 

 

 

 

 

Dashboard Permission

Firm admin can set permission for each professional in a firm whether to view Dashboard or not

To do so go to Dashboard > Settings and check view dashboard check box for each required professionals and save.

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Set Annual Targeted Hours and Rate

Administrator of firm can set the annual target and rate for each individual professionals for each specified Years.

For this go to Dashboard > Settings Set targets hour and rate for each professionals and for required year and save

NOTE: To set annual targeted hours and rate your firm admin must have enabled the dashboard. Please refer to “Enable Dashboard” Section.

 

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Dashboard: Logics and Calculations of Graphs

  • Saturday and Sunday are considered to be holidays so these should not be included in the calculation. If there is some full day holiday is entered then it should not be included in the calculation
  • Target Hours per Day are calculated by dividing Annual Target Hours by Working Days in the given year.
  • Target Hours per Day are multiplied by Working Days in a Month to get Monthly Target Hours.
  • Average Rate value, for the given year, is multiplied by Target Hours in a Month to get Target Amount in a Month.
  • In ‘Amount’ dashboard, [(target amount (target hours * average rate value) / working days)* total working days in month] will display in the graph. Working hour calculation is described above.

Dashboard Overview

Dashboard is basically a graphical representation of hours, amount and billing rate for the whole year. Dashboard is visible to both admin and non-admin users. Admin users have more rights than non-admin users. Firm admin can view dashboard of any non-admin user in that firm. Dashboard feature can be enabled from ‘permissions’ tab in professional settings.

Firm admin can set ‘target annual hours’ and ‘target billing rate’ of any timekeeper of that firm for a fiscal year.

 

dashboard settings

 

Timekeeper comes to Dashboard screen to view his/her dashboard for Hours, Amount and Rate. Values are grouped by month and one year’s data is displayed. Timekeeper can specify a year to see values from that year.

Three tabs, ‘Amount’, ‘Billing Rate’ and ‘Hour’ will be displaying. ‘Amount’ and ‘Billing Rate’ tabs will not display if ‘Can view and override Rate?’ is disabled from timekeeper’s permission tab. Only Firm admin can change permissions.

 

dashboard settings

 

Three tabs, ‘Amount’, ‘Billing Rate’ and ‘Hour’ will be displaying. ‘Amount’ and ‘Billing Rate’ tabs will not display if ‘Can view and override Rate?’ is disabled from timekeeper’s permission tab. Only Firm admin can change permissions.

 

amount rate permission

 

From Professional drop down, Firm Admin can also select a specific timekeeper to see his/her dashboard.

For ‘Hours’ dashboard, a bar chart is displayed. It shows target, actual billable and actual total hours grouped by month in the selected year. Another line chart is also displayed. It shows the same data as cumulative.

 

graph

 

For ‘Amount’ dashboard, a bar chart is displayed. It shows target, actual billable and actual collected amount grouped by month in the selected year. Another line chart is also displayed. It shows the same data as cumulative.

 

amount graph

 

For ‘Billing Rate’ dashboard, a line chart is displayed. It shows target and actual average rate grouped by month in the selected year.

 

rate graph