Dashboard Overview

Purpose & Benefit: The Dashboard is 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. A Timekeeper can access the Dashboard page to view his/her dashboard for Hours, Amount and Rate. Values are grouped by month and one year’s data is displayed. The Timekeeper can specify a year to see values from that year.

Goals provide you with a direction and a destination, while systematically focussing your attention on the achievable. Setting personal goals and experiencing those achievements can be very motivating, and these accomplishments ultimately fuel your desire to continue to aim higher and meet those targets.

VIDEO:

The Dashboard is 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.

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

 

  • The Dashboard feature can be enabled from ‘permissions’ tab in professional settings.

 

 

  • Three tabs, ‘Amount’, ‘Billing Rate’ and ‘Hour’ will be displaying.

Note: ‘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 these permissions under Account>Staff/Timekeeper/Professionals>Name>Permissions.

amount rate permission

 

 

  • 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

 

  • Firm admin can set ‘target annual hours’ and ‘target billing rate’ of any timekeeper of that firm for a fiscal year (see here for more information).

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