Dashboards

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.
note
This page is available only if your Tracker Coordinator has enabled analytics for the company and in your administrative profile.

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.
note
Your company can configure dashboards to only show active filters at the company and/or benchmark level. A benchmark indicator next to a chart in the charts list indicates that benchmark data is available for that chart.

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.
  1. Select
    Home > My dashboard
     in the left navigation.
  2. On the toolbar, select
    Create Personal Dashboard
    .
    note
    This link is disabled if you already have the maximum of five personal dashboards.
  3. Enter a name for the new dashboard then click
    OK
    .
  4. Click
    in the middle of a blank dashboard slot.
  5. 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.
    note
    Your company can configure dashboards to only show active filters at the company and/or benchmark level. A benchmark indicator next to a chart in the charts list indicates that benchmark data is available for that chart.
  6. In the bottom drop-down, select a time frame for the chart.
  7. Hover over the chart you want to add and select the
    +
     icon.
Remove a Chart
  1. Open your dashboards page (
    Home > My dashboard
     in the left navigation).
  2. Use the
    Dashboards
     drop-down to open the dashboard that contains the chart you want to remove.
  3. Click the three small dots icon in the upper right corner of the chart. (Not the dots on the toolbar.)
  4. Select
    Remove
    .
  5. When the prompt appears, click
    Yes
    to verify that you really want to remove the chart.
Change the name of a dashboard
  1. Open your dashboards page (
    Home > My dashboard
     in the left navigation).
  2. Click the down arrow in the
    Dashboards
     drop-down list amd select the dashboard you want to change.
  3. Click the three small dots icon on toolbar, then select
    Edit title
    .
  4. Enter a new title for the dashboard then click
    OK
    .
Clone a dashboard
To create a copy of an existing dashboard:
  1. Open your dashboards page (
    Home > My dashboard
     in the left navigation).
  2. Select the three small dots iconon the toolbar, then select
    Clone
    .
  3. Add or update charts for the new dashboard as needed.
  4. 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,
  1. Open your dashboards page (
    Home > My dashboard
     in the left navigation).
  2. 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
  1. Open your dashboards page (
    Home > My dashboard
     in the left navigation).
  2. In the
    Dashboard
     drop-down list, select the dashboard that you want to remove.
  3. 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