Overview

Fee Earner Performance Reporting enables Fee Earners and Team Leads to monitor both productivity and financial performance.

The introduction of Billable Hours Targets extends performance reporting beyond traditional financial metrics by allowing users to compare recorded billable hours against defined targets, alongside revenue performance.

Performance information is available through:

• Billable Hours target reporting
• Time Performance dashboard widget
• Revenue Performance dashboard widget
• Fee Earner Performance reports
• Team performance reporting (Team Leads)
• Matter-level listing reports

Users can only view performance information they are authorised to access.

Key Features

The latest enhancements introduce four major additions to Fee Earner Performance Reporting. 

Each of these enhancements is covered in more detail within the relevant section of this article.

Billable Hours Targets

To compare recorded billable hours against a target, create a Billable Hours Target Set and configure targets for the relevant Fee Earners or Teams. Dashboard actual figures can be displayed without a target, but target comparisons are unavailable.

Billable Hours targets define the expected number of billable hours for individual Fee Earners or Teams. You can enter monthly targets using decimal hours or enter an optional annual total and split it evenly across the 12 months. Any rounding difference is applied to the final month, and the monthly values can be edited afterwards. Targets can be zero but cannot be negative. Target information can also be imported and exported using a spreadsheet. 

Measuring Performance Against Billable Hours Targets

Billable Hours targets introduce a productivity measure based on recorded billable time rather than financial performance. Unlike financial targets, Billable Hours targets measure productivity based on the time recorded by a Fee Earner, giving firms visibility of performance regardless of the value ultimately billed or collected.

When a Billable Hours Target Set is selected within the Fee Earner Performance Report, the report displays:

Billable Hours:

• Are based on unit duration converted to hours, rather than actual timer duration.
• Include finalised billable time, including time subsequently billed or written off.
• Exclude non-billable time.
• Are displayed as hours, rather than currency.

Dashboard Widgets

The dashboard widgets provide a visual, current view of productivity and financial performance, complementing the detailed information available within the Fee Earner Performance reports. 

Configuring Dashboard Widgets

Both the Time Performance and Revenue Performance widgets can be configured to display the information most relevant to the user or team.

When adding a widget to a dashboard, users can define:

• Widget Title
• Performance Scope (Myself, My Team or All Teams)
• Compare to
• Performance Targets
• Performance Threshold (%)

The threshold determines when the widget displays Green, Amber or Red performance indicators.

Green = Target achieved or exceeded
Amber = Below target but at or above the configured threshold
Red = Below the configured threshold

Time Performance Widget Configuration

The Time Performance widget allows you to configure:

The widget uses the Target Set marked Used for dashboard when no specific Billable Hours Target is selected.

Revenue Performance Widget Configuration

The Revenue Performance widget allows you to configure separate financial targets for each performance measure.

The configuration screen uses the labels WIP Target, Billing Target and Collection Target because these are the underlying Target Sets used by the widget. 
Once configured, the widget displays these as:
Recorded (WIP Target)
Billed (Billing Target)
Collected (Collection Target)

The widget uses the Target Set marked Used for dashboard for each target type where no specific Target Set has been selected.

Time Performance Widget

The Time Performance Widget provides an at-a-glance view of productivity, helping Fee Earners monitor progress against Billable Hours targets and understand how recorded time is being spent.

Recorded

This view compares recorded billable hours against the configured Billable Hours target.

When a Billable Hours target is available, the chart displays:

• Actual Billable Hours
• Target Billable Hours
• Variance
• Performance Status (RAG)

Users can quickly identify whether they are on track to achieve their productivity target.

Utilisation

The Utilisation view shows how recorded time has been spent.

It displays:

• Billable Hours
• Non-Billable Hours

Unlike the Recorded view, Utilisation measures how time is allocated, not whether targets have been achieved.

No RAG indicator is shown for Utilisation.

Historical Non-Billable Time

The Time Performance widget does not include non-billable time recorded before its introduction in release-2026w39. Historical billable time can still be displayed.

Why wasn’t historical non-billable time added?

Older entries did not consistently follow the same date-handling rules. Some used the date an entry was marked as non-billable, rather than standard accounting period logic.

Backfilling those entries could allocate time to unexpected months and distort monthly utilisation figures.

When reviewing Utilisation - Missing historical non-billable hours do not mean that no non-billable work was recorded. Earlier periods may show an incomplete breakdown.

Comparing Performance Periods

The current reporting period is always This Month. Using Compare to, users can compare this month’s performance with: 

• This Financial Year (default)
• Last Month
• A selected previous month

Revenue Performance Widget

The Revenue Performance Widget provides a financial view of how recorded work progresses through the billing lifecycle, from time recorded to invoices issued and fees collected.

The widget contains three performance views.

When a target is available, each view displays:

• Actual Value
• Target Value
• Variance
• Performance Status (RAG)

The current period is always This Month.
Users compare This Month with This Financial Year, Last Month or a selected previous month.

If no target is available for the selected view, the widget displays the actual value with a No target set message. Target comparisons and RAG performance status are unavailable.

How Written-Off and Deleted Time Affects Performance

Written-off time continues to count because it represents work completed, even though its financial value was subsequently written off.

Deleted entries are marked as deleted; deletion does not mean that the record ceases to exist.

To investigate written-off entries, open the Recorded drill-down and review entries with a Written Off status.

Drill Down Analysis

Drill-downs help users investigate recorded work, billing activity and collections.

Drill-down totals may differ
Widget time totals use accounting Period Date, while the Work Items drill-down currently filters by Entry Date. Entries can therefore fall into different months.
The Utilisation drill-down also applies status filters that may exclude billed or written-off entries included in the widget total.

Why Time Totals Can Differ

Before comparing the Time Performance widget, Fee Analysis Pivot, Time Entries Report, Timesheet Summary or Ask Eve, check that you are comparing the same information.

Entry Date and Period Date

An entry’s accounting Period Date can differ from its Entry Date, placing the same work in different reporting months.

Example: 18 units versus 44 units

The Fee Analysis Pivot shows 44 units against Period Date 1 October. Selecting the matter’s entries by Entry Date 1 October shows 18 units.

Created On is not Period Date - Do not use Created On as a substitute for the accounting Period Date. Period Date is not currently visible in every time-entry view. Contact Support if you need help identifying it.

Billable and Non-Billable Coverage

The Fee Analysis Pivot does not currently provide non-billable time information.

• Compare billable totals separately.

• Use the Time Entries Report to investigate non-billable entries.

• Allow for the widget’s historical non-billable data limitation when comparing earlier periods.

Units and Actual Duration

These measures can produce different totals. Check the measure used by each report or widget before comparing figures.

Check the measure - Two figures labelled hours do not necessarily use the same calculation.

Reconciling Time Figures

1. Match the scope — select the same Fee Earners, teams or departments.

2. Check the dates — confirm the period and whether each figure uses Entry Date or Period Date.

3. Separate time types — compare billable and non-billable totals independently.

4. Match the measure — compare units, converted hours or actual duration consistently.

5. Inspect the entries — use the widget drill-down to review the underlying work items.

Check entry status: See How Written-Off and Deleted Time Affects Performance above for how these entries affect totals.

Still seeing a difference? Contact Support with the report or widget names, reporting period, selected filters and example entries. An unexplained difference requires investigation; it does not automatically indicate a calculation error.

Further improvements: Changes to period-date reconciliation and dashboard breakdowns are in progress. This guidance describes the current behaviour and limitations.

Reports

Available Reports

Navigate to:

Reports → Management

The following reports are available depending on your role and permissions.

Fee Analysis Pivot Enhancements

The Fee Analysis Pivot includes additional metrics for analysing adjustments to fee values and time during billing.

These metrics help firms understand write-ups and write-downs applied to invoiced fee items.

New Reporting Metrics

Selecting the metrics
These metrics are available in the Fee Analysis Pivot field picker. They are not included in the default selection.

Interpreting Adjustments

Time adjustments and monetary adjustments are independent. Billed hours can change without changing the billed value, and the billed value can change while hours remain unchanged.

Invoice discounts
Shared invoice discounts are apportioned across billers in financial reporting. Separate invoice discount items are not directly included in Time Adjusted, which measures adjustments to fee items.

Listing Reports

Fee Earners can also access:

• Aged Billing
• Aged Debtors
• Matter Balances

Unlike performance reports:

• Filters are pre-populated.
• Filters can be changed.
• Matter-level security is always enforced.

Access & Permissions

Reporting access depends on the user’s combined roles and permissions.

Users assigned the standard Lawyer or Paralegal roles can access their own performance information. Additional permissions can extend this access to their Team or the wider firm.

Fee Earner Access

For users without Team reporting or broader performance permissions, the following reports default to their own performance information:

• Fee Earner Performance

• Fee Earner Snapshot

The Fee Earner filter is automatically populated and locked.

Users granted Team reporting or broader reporting permissions can access additional performance information.

Team Lead Access

Users with View Team Performance permission can access performance reporting for their assigned Team.

For Team Leads without broader reporting permissions, Fee Earner Performance and Fee Earner Snapshot behave as follows:

• The Team filter is automatically populated and locked.

• Results are restricted to the assigned Team.

• Individual Fee Earners within that Team can be analysed.

Users with broader reporting permissions may access information outside their own Team. The standard Partner, Manager and Accountant roles already include broader performance reporting access.

Aged WIP Access

Aged WIP uses different filters from Fee Earner Performance and Fee Earner Snapshot, including Show all WIP on my matters.

Do not assume that Aged WIP results are restricted in the same way as the two performance reports. Matter access permissions continue to apply.

Team Lead Configuration

Team membership and reporting permissions are separate settings. Both are required for a user relying on Team Lead access.

RAG Performance Indicators

Utilisation measures how recorded time is allocated and therefore does not display RAG indicators.

Best Practices

• Keep Target Sets up to date.
• Use the Time Performance Widget for day-to-day productivity monitoring.
• Review Billable Hours alongside Revenue Performance for a complete view of performance.
• Use the Revenue Performance Widget to monitor Recorded, Billed and Collected performance.
• Use the Recorded drill-down to investigate written-off activity.
• Use Fee Analysis Reporting to identify write-ups and write-downs.
• Review Time Adjusted and Time Adjusted (Unit Duration Hours) to understand changes to fee values and billed time.
• Review negative variances early.
• Use This Financial Year comparisons for trend analysis. 
• Ensure Team Leads are assigned before using Team reporting.

Related Articles

• Setting Up Targets – Create and maintain Billable Hours Target Sets.
• Dashboards & Customised Views – Configure and customise dashboard widgets.