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Classic Dashboards

The Dashboards page provides insights on matter status, spend, firms, and other important legal department data, and benchmarks to compare your company's performance against thousands of other legal departments. You can create up to five personal dashboards, and customize up to ten charts for each dashboard. Changes you make to your personal dashboards do not affect other users. However, a Tracker Coordinator can make changes to any user's personal dashboard.

Using this page

To drill down on a chart, click a data element within the chart to open an informational popup card.

Example...

Select

to show an expanded view of the chart.

Select

to show a compact view of the chart.

Select the three small dots icon to open a menu of additional actions you can take. You can remove a chart from your action items, switch the view from a graph to a table, or download a chart as a PNG image or a PDF.

What You Can Do on This Page

Add a Personal Dashboard

You can have a maximum of five personal dashboards and each dashboard can contain a maximum of ten charts.

Select Home > My dashboard
in the left navigation.

On the toolbar, select Create Personal Dashboard
.

Enter a name for the new dashboard then click OK
.

Click
in the middle of a blank dashboard slot.

Expand the Search
panel to find the dashboard you want to add.

You can apply filters to narrow your search and make it easier to find the chart you want to add.

Search for chart by name: If you know all or part of the name of a chart, type it in the Search by chart
name field. For example, if you type "Average", the list will show charts with names such Average Hourly Rates with Budget by Law Firm, Average Invoice Turnaround by Practice Group, or Average Matter Spend by Law Firm.

Search for charts by category
: Click the Select a category of charts...
field to show a list of charts by category, such as matter type, org unit, or practice group.

You can apply both filters to further narrow your search. For example, if you select Matter as the category and search for "Average" in the chart name, Tracker shows charts with averaged matter data metrics.

If there are more charts available than can fit in the pane, you can scroll to bottom of the pane and advance through the page of available charts.

In the bottom drop-down, select a time frame for the chart.

Hover over the chart you want to add and select the +
icon.

Remove a Chart

Open your dashboards page ( Home > My dashboard
in the left navigation).

Use the Dashboards
drop-down to open the dashboard that contains the chart you want to remove.

Click the three small dots icon in the upper right corner of the chart. (Not the dots on the toolbar.)

Select Remove
.

When the prompt appears, click Yes
to verify that you really want to remove the chart.

Change the name of a dashboard

Open your dashboards page ( Home > My dashboard
in the left navigation).

Click the down arrow in the Dashboards
drop-down list amd select the dashboard you want to change.

Click the three small dots icon on toolbar, then select Edit title
.

Enter a new title for the dashboard then click OK
.

Clone a dashboard

To create a copy of an existing dashboard:

Open your dashboards page ( Home > My dashboard
in the left navigation).

Select the three small dots iconon the toolbar, then select Clone
.

Add or update charts for the new dashboard as needed.

Select Edit title
from the More
menu, enter a title for the cloned dashboard then click OK
.

Export a dashboard

To export a personal dashboard,

Open your dashboards page ( Home > My dashboard
in the left navigation).

On the toolbar, select the three small dots icon. From the menu that opens, select Export to PDF
. All the charts in your dashboard will be exported to your Downloads folder. Tip | There must be at least one chart set up on the dashboard.

Remove a dashboard

Open your dashboards page ( Home > My dashboard
in the left navigation).

In the Dashboard
drop-down list, select the dashboard that you want to remove.

Click the three small dots icon on the toolbar, then select Remove
.

Available Dashboard Types

Chart type	Description	Grouping by benchmark	Index
Attorney to Non-Attorney Staffing	Displays the staffing ratio of attorney timekeepers against non-attorney timekeepers	Law Firm, Matter Country, Matter Province, Matter State, Matter Type, Organizational Unit, Practice Group, Substantive Law	Yes (2)
Average Hourly Rates with Budget	Displays the average timekeeper rates of approved LEDES invoices on matters with a law firm budget	Law Firm, Matter Country, Matter Province, Matter State, Matter Type, Organizational Unit, Practice Group, Substantive Law, by Timekeeper Classification	No
Average Invoice Turnaround	Displays the average duration of invoice approval	Law Firm, Matter Country, Matter Province, Matter State, Matter Type, Organizational Unit, Practice Group, Substantive Law	Yes (2)
Average Matter Spend	Displays the average amount spent (approved fees + expenses + tax) per matter	Law Firm, Matter Country, Matter Province, Matter State, Matter Type, Organizational Unit, Practice Group, Substantive Law	Yes (2)
Average Timekeeper Rates	Displays the average timekeeper rates of approved LEDES invoices	Law Firm, Matter Country, Matter Province, Matter State, Matter Type, Organizational Unit, Practice Group, Substantive Law, by Timekeeper Classification	Yes (2)
Billed vs. Approved	Displays the percent of approved invoice amounts (fees + expenses + tax) over the total billed invoice amounts (fees + expenses + tax)	Law Firm, Matter Country, Matter Province, Matter State, Matter Type, Organizational Unit, Practice Group, Substantive Law	No
Inventory Workload	Displays the internal versus external matters, with additional information about matter age and invoice count available by clicking a data point	Law Firm, Lead Company Person, Matter Type, Organizational Unit, Practice Group, Substantive Law	No
Invoice Reduction Detail	Displays the sum of all invoice reductions for approved invoices (approved fees + expenses) grouped by reduction type	Reduction Type	Yes
Invoice Reduction Savings	Displays the sum of all invoice reductions for approved invoices (approved fees + expenses)	Law Firm, Matter Country, Matter Province, Matter State, Matter Type, Organizational Unit, Practice Group, Substantive Law	Yes (2)
Matters Closed	Displays the number of matters closed during the time period	Law Firm, Lead Company Person, Matter Country, Matter Province, Matter State Matter Type, Organizational Unit, Practice Group, Substantive Law	Yes (2) (3)
Matters Created	Displays the number of matters created during the time period	Law Firm, Lead Company Person, Matter Country, Matter Province, Matter State Matter Type, Organizational Unit, Practice Group, Substantive Law	Yes (2) (3)
Matters Open	Displays the number of matters open during the time period	Law Firm, Lead Company Person, Matter Country, Matter Province, Matter State Matter Type, Organizational Unit, Practice Group, Substantive Law	Yes (2) (3)
Partners to Associate Staffing	Displays the staffing ratio of partner timekeepers against associate timekeepers	Law Firm, Matter Country, Matter Province, Matter State, Matter Type, Organizational Unit, Practice Group, Substantive Law	Yes (2)
Rate Change	Displays the percent rate change of approved LEDES invoices	Law Firm, Matter Country, Matter Province, Matter State, Matter Type, Organizational Unit, Practice Group, Substantive Law, Timekeeper Classification	Yes (2)
Spend to Budget	Displays the percent of approved spend (fees + expenses + tax) to budget, for matters with a budget	Law Firm, Matter Country, Matter Province, Matter State, Matter Type, Organizational Unit, Practice Group, Substantive Law	No
Spend by Primary Fee Arrangement	Displays the sum of amount spent (approved fees + expense + tax) by fee arrangement	Fee Arrangement	No
Spend vs. Accruals	Displays the percent of approved spend (fees + expenses + tax) to accruals, for matters with accruals	Law Firm, Matter Country, Matter Province, Matter State, Matter Type, Organizational Unit, Practice Group, Substantive Law	No
Total Spend	Displays approved invoice amounts for fees + expenses + tax	Law Firm, Matter Country, Matter Province, Matter State, Matter Type, Organizational Unit, Practice Group, Substantive Law, Fee Arrangement	Yes (2)(4)
Total Spend Heatmap	Displays the sum of amount spent (approved fees + expense + tax)	Matter Country, Matter State	No

This article applies to:

Product: Legal Tracker
Subject: Dashboards
Audiences: Company