Turn on Firm Dashboards for Users
Firm dashboards provide a holistic view of a law firm's performance and details about the firm’s activity. It acts as a window for the end user into the firm data, helping users answer common questions at a glance, make quicker decisions, easily spot opportunities or problems, and work more efficiently.
Firm dashboards are enabled by default for Company System Administrators and Tracker Coordinators. Other company users can see the
Dashboards
tab only if they have been granted access to analytics and have been set up to use Power BI dashboards. note
This feature is not enabled by default.
Firm dashboards use the same Power BI infrastructure and technology as the General Counsel dashboard. You can find the firm dashboard on the firm profile, under the
Dashboard
tab. Spend and matter analytics are currently available.Turn on firm Dashboards for Individual Users
A user who is not a company system admin or Tracker Coordinator can see and use firm dashboards only if they have been given access.
To turn on Firm Dashboards for users:
- ClickUsers>User listfrom the left navigation.
- Locate the user in the list and selectEditnext to their name.
- Next toGrant this user access to Analytics/Dashboard?, selectYes.
- Next toEnable Power BI dashboards, selectYes.
- On the toolbar, selectSave & close.