Key totals portlet

The
Key Totals
portlet is available on the
Firm
and
Client
dashboards.
The portlet provides production, billing, realization, and collection totals for the current day, period to date, year to date, and prior year to date.
  • Totals for the firm are shown in the
    Firm Dashboard
     portlet.
  • Totals for the selected client are shown in the
    Client Dashboard
     portlet.