Overview

Fee Earner Targets allow firms to define performance goals and measure progress against key performance indicators (KPIs).

Targets are used throughout Efimis to compare actual performance against expected performance within dashboard widgets and performance reports.

Supported Target Types

What's New

Billable Hours targets introduce a new productivity-based target type that measures recorded billable hours rather than financial values.

Unlike Billing, WIP and Collected Fees targets, Billable Hours compare actual recorded billable hours against expected productivity targets. These targets are available throughout Efimis, including the Time Performance dashboard widget and the Fee Earner Performance Report.

Where Targets Are Used

Published Fee Target Sets are used throughout Efimis, including:

• Time Performance dashboard widget
• Revenue Performance dashboard widget
• Fee Earner Performance Report

Fee Earners can compare their actual performance against the configured targets for the selected reporting period.

Creating Fee Targets

Create a Fee Target Set to define performance targets for Billing, Collected Fees, WIP or Billable Hours.

Step 1 – Navigate to Fee Targets

Go to:

Settings → Firm Settings → Fee Targets

Step 2 – Create a Target Set

Click Add Target Set.

Complete the following information.

Click Save. 

Each Target Set contains a single target type. Create separate Target Sets for Billing, Collected Fees, WIP and Billable Hours.

Step 3 – Add Employees

Open the Target Set by selecting the Grid icon.

For each Fee Earner:

1. Click Add Fee Target Entry.
2. Select the employee.
3. Enter the monthly target.
4. Click Copy to All to populate every month (optional).
5. Alternatively, enter different monthly values.
6. Click Save.

Repeat until all employees have been added.

Step 4 – Publish the Target Set

Click Publish Target Set.

Publishing activates the Target Set so it becomes available within dashboard widgets and performance reports.

Editing a Fee Target Set

Use this process to update an existing Fee Target Set, such as changing target values, adding new Fee Earners or updating monthly allocations.

Step 1 – Open the Fee Target Set

Go to:

Settings → Firm Settings → Fee Targets

Locate the required Fee Target Set.

Click the Pencil icon.

Step 2 – Update the Target Set

You can:

• change the Fee Target Set details (where applicable)
• add or remove Fee Earners
• update monthly target values
• use Copy to All to apply the same target across all months

Click Save after making your changes.

Step 3 – Publish the Changes

Click Publish Target Set.

Publishing ensures the updated targets are available within:

• Time Performance dashboard widget
• Revenue Performance dashboard widget
• Fee Earner Performance Report

Changes made to a Fee Target Set are not reflected in dashboards or reports until the Target Set has been published. 

Importing Fee Targets

Importing targets from Excel is recommended when creating or updating targets for multiple Fee Earners.

Step 1 – Export the Template

Click:

Actions → Export Fee Targets for Data Entry

An Excel template downloads automatically.

Step 2 – Complete the Template

For each employee:

• Select the employee from the drop-down list.
• Enter monthly target values.
• Repeat for all employees.
• Save the workbook.

Complete all required fields before importing. Missing employee names or target values may prevent the import from completing successfully.

Step 3 – Import the Template

Click:

Actions → Import Fee Target Set Entries

Then:

• Select the completed workbook.
• Click Upload.

The Target Set is populated automatically.

Step 4 – Publish Imported Targets

Click Publish Fee Target Set.

Imported targets become available to dashboard widgets and performance reports only after the Target Set has been published.

Best Practices

• Use clear, consistent names for Target Sets.
• Create separate Target Sets for Billing, Collected Fees, WIP and Billable Hours.
• Review targets regularly to reflect staffing or workload changes.
• Always publish Target Sets after creating or importing them.
• Use Excel import when maintaining targets for larger teams.
• Review Billable Hours targets regularly to ensure the Time Performance Widget and Fee Earner Performance Report provide meaningful productivity comparisons.