Five Year History portlet
The
Five Year History
portlet is available on the firm and client dashboards. It's not available as a report and can't be printed from the dashboard.This portlet gives a bar graph showing the 5-year history of production, billings, and collections. History for the firm is shown in the
Firm Dashboard
portlet, and the history for the selected client is shown in the Client Dashboard
portlet.Hover your cursor over a bar in the graph for actual figures.
