Dashboards and Workspace Customisation
Overview
This guide provides an overview of the Dashboards, explaining:
- What each widget displays
- How widgets can be customised
- How to configure Performance widgets
- How to save your preferred views
What's New 
The latest dashboard enhancements introduce new performance monitoring capabilities, providing greater visibility of productivity and financial performance directly from your dashboard.
| New Feature | Purpose |
|---|---|
| Billable Hours Targets | Introduced productivity targets based on recorded billable hours, used by the Time Performance widget and Fee Earner Performance Report. |
| Time Performance Widget | Monitors Billable Hours performance against targets and view Utilisation using interactive charts and configurable reporting periods. |
| Revenue Performance Widget | Monitors Recorded, Billed and Collected revenue against financial targets with configurable comparison periods and drill-down analysis. |
Both performance widgets can be configured to:
- Display Myself, My Team, or All Teams (subject to permissions)
- Compare performance across different reporting periods
- Select the Fee Target Sets used for performance comparisons
- Configure Red, Amber and Green (RAG) performance thresholds
- Drill down into the underlying transactions
Looking for the new Time Performance or Revenue Performance widgets? Skip to Configuring Performance Widgets or Understanding Performance Widgets.
Available Dashboards
Manager Dashboard
Purpose: For partners and team managers to manage clients, matters, and team performance.
Widgets:
- My Clients / My Matters – Quickly resume work
- Time Performance – Monitor Billable Hours performance against targets and Utilisation
- Revenue Performance – Monitor Recorded, Billed and Collected performance against financial targets
- Aged WIP / Aged Debtors – Monitor overdue work or payments
- Recent Activities / Watch List / Cost Disclosure – Track key actions and approvals
Widget Details
| Widget | Function | Key Features / Notes |
|---|---|---|
| Explorer | Quick access to clients and matters | Default filter: Person Acting; mark favourites; access recently viewed |
| Time Performance | Productivity against Billable Hours targets | Billable Hours vs Target, Utilisation, configurable reporting periods, configurable thresholds, drill-down |
| Revenue Performance | Financial performance against targets | Recorded, Billed and Collected views, configurable targets, configurable reporting periods, configurable thresholds, drill-down |
| Aged WIP | Visual of unbilled items by Person Acting | Shows total WIP, age brackets (<30, <60, <90, 90+ days); drillable to report |
| Aged Debtors | Outstanding invoices breakdown by age | Total debt, age brackets, visual bars, top clients circle graph |
| Recent Activities | List of recent user actions | Hyperlinks back to items |
| Watch List | Status of invoices, requisitions, transfers | Filters: Awaiting other’s approval, Awaiting my approval, Approved, Rejected, All/Requests/Releases/History |
| Cost Disclosure | Snapshot of matters by fee stage | Categories: No estimate, Under warning, Over warning, Over estimate; filters by Person Responsible |
Thresholds and colours can be customised in Dashboard Settings.
Performance Widget Permissions
- Team leaders/managers see team-level metrics; partners or roles with Reporting – Unrestricted access see firm-level metrics.
- Users without access see only their own data.
- All Teams is only available for users with the appropriate permissions.
Fee Earner Dashboard
Purpose: For lawyers to quickly resume work, manage approvals, and monitor performance targets.
Widgets Summary:
| Widget | Function / Key Features |
|---|---|
| Explorer | Access clients and matters; mark favourites; recently viewed |
| Billing | Tracks unbilled and billed fees/disbursements; shows stages of billing cycle; hover for % contribution; drillable |
| Time Performance | Billable Hours vs Target, Utilisation, configurable reporting periods and drill-down |
| Revenue Performance | Recorded, Billed and Collected values against financial targets with configurable comparison periods |
| Watch List | Monitor approvals; filters available for All / Requests / Releases / History |
| Cost Disclosure | Snapshot of matters by fee stage; filters by Person Assisting; warning thresholds default 70% |
Accountant Dashboard
Purpose: Manage cashflow, debtor management, approvals, banking, system activity monitoring.
| Widget | Function / Key Features |
|---|---|
| Aged Debtors | Aged breakdown of outstanding debt; Total Debt and age brackets; drillable; optional top clients pie chart |
| Aged Creditors | Aged breakdown of owed invoices; due date brackets; actionable links to invoices |
| Message Quarantine | Holds system-generated emails for review; four sections: Today, Later, Sent, Blocked; configurable allow/block lists |
| Office / Trust Cash Accounts | Displays accounts, balances, last reconciled; clickable to Cashbook Entries |
| Pending Transfers | Single place for approved Trust→Office transfers; view balances, invoices, and history |
| Billing Run | Overview of current firm billing run; draft invoice progress; failed/skipped items; schedule link |
| Statement Run | Overview of automated statement runs (Trust, CMA, Investment); last and next run; configurable schedules |
| Watch List | Monitor invoices, requisitions, transfers; filters same as other dashboards |
Support Staff Dashboard
Purpose: Quickly navigate multiple matters and clients they support.
Widgets Summary Table:
| Widget | Function / Key Features |
|---|---|
| Explorer | Access clients and matters; mark favourites; recently viewed |
| Billing | Shows unbilled/billed fees; filters for Person Acting/Assisting; action list by billing cycle |
| Watch List | Track approvals; All / Requests / Releases / History filters |
| Cost Disclosure | Monitor matters by fee stage; default filters for Person Assisting |
| Recent Activities | Hyperlinks to recent actions for quick access |
Dashboard Widget Settings
Most dashboard widgets include a Settings/configuration (gear icon) that allows you to customise how the widget displays information.
The configuration options available depend on the widget being configured.
Common configuration options include:
- Data filters
- Reporting periods
- Display options
- Thresholds and warning levels
- Number of records displayed
- Chart and summary options
- Performance targets (where applicable)
Some widgets provide only a small number of configuration options, while others offer more advanced settings depending on their purpose.
The available settings vary by widget. Not every widget includes the same configuration options.
Configuring Performance Widgets
Both Time Performance and Revenue Performance widgets can be customised to display the information most relevant to you.
Select the widget Settings icon to configure the widget.
Common configuration options include:
| Setting | Description |
|---|---|
| Widget Title | Rename the widget |
| View Performance For | Display information for Myself, My Team, or All Teams (subject to permissions) |
| Compare To | Select the reporting period used for comparison |
| Threshold (%) | Defines when the widget displays Green, Amber and Red performance indicators |
The Time Performance and Revenue Performance widgets are not displayed automatically. They can be added to any dashboard from Edit Dashboard, allowing each user to customise their own workspace.
Time Performance Configuration
The Time Performance widget includes an additional setting:
| Setting | Description |
|---|---|
| Billable Hours Target | Select the Billable Hours Fee Target Set used when comparing recorded billable hours against target values. |
Revenue Performance Configuration
The Revenue Performance widget allows separate targets to be configured for each financial metric.
| Setting | Description |
|---|---|
| WIP Target | Used for the Recorded performance view |
| Billing Target | Used for the Billed performance view |
| Collection Target | Used for the Collected performance view |
Although the configuration screen uses the labels WIP Target, Billing Target, and Collection Target, the widget displays these metrics as:
- Recorded (WIP Target)
- Billed (Billing Target)
- Collected (Collection Target)
Understanding Performance Widgets
The Time Performance and Revenue Performance widgets provide an interactive summary of productivity and financial performance. Each widget supports configurable reporting periods, performance targets and drill-down analysis, allowing users to investigate the transactions contributing to each metric
Time Performance Widget
Displays:
- Actual Billable Hours
- Target Billable Hours
- Variance
- Performance Status
The widget includes two complementary views that allow users to monitor both productivity and time allocation:
- Billable Hours vs Target
- Utilisation
Utilisation compares:
- Billable Hours
- Non-Billable Hours
Users can analyse performance using different reporting periods including:
- This Month
- Last Month
- Year to Date
- Financial Year
- Selected Month
- Comparison periods
Revenue Performance Widget
The Revenue Performance widget opens in the Billed view by default. Users can switch between Recorded, Billed and Collected to analyse performance at different stages of the billing lifecycle
Displays three performance views:
- Recorded
- Billed
- Collected
Each view displays:
- Actual Value
- Target Value
- Variance
- Performance Status
Written-Off and Deleted Time
It is important to understand how written-off and deleted time affects dashboard metrics.
| Scenario | Behaviour |
|---|---|
| Written-off time | Continues to contribute to Billable Hours and Revenue Performance because the work was recorded. |
| Deleted time | Is removed from performance calculations and reduces the values displayed on the charts. |
Written-off entries remain visible because they reflect work that was completed, even if it was later written off financially.
Deleted entries are removed because the underlying time record no longer exists.
If figures appear higher than expected because time has been written off, drill down into the metric to identify entries with a Written Off status.
Drill Down
Both widgets support drill-down reporting.
Selecting a chart or metric opens the detailed transactions used to calculate the displayed values.
Users can review:
- Recorded work
- Written-off entries
- Billing information
- Collection information
Customising Dashboards
- Click Actions > Edit Dashboard
- Resize widgets
- Rearrange widgets
- Add/remove widgets
- Save dashboard
- Set default dashboard
Best Practices
- Configure Billable Hours Targets before using the Time Performance widget.
- Review Time Performance and Revenue Performance together.
- Use drill-down to investigate unexpected variances.
- Review trends over longer reporting periods.
- Check dashboards daily.
- Use RAG indicators.
- Customise dashboards.
- Save preferred layouts.