General dashboard of the firm
The Firm Dashboard was designed to offer managers, administrators, and Jusnote users up-to-date data on disposals, sales, receipts, expenses, collections, and more in their law firms. Given that the specified dashboard contains financial and other "sensitive" information, access to it is not free and is determined by the user's rights in the system. You can read more about access rights and roles in Jusnote at the link.
Data on the Firm dashboard are presented on a company-wide scale (all users) and are available in full only to administrators and users with Accounts rights. Users with Invoices rights only have aggregated data available based on the projects they have access to.
In order to get access to the mentioned data, go to the Main page and click the Firm Dashboard tab.
The main dashboard presents data for the current financial year from January 1 to December 31. Data for other years can be viewed from the Reports section.Utilization is an indicator of personnel productivity that shows how much time is spent on paid work compared to the planned number of paid hours. The Day metric will give you a visual representation of the hourly target (shown in gray) against the billed hours (shown in blue). The sum of utilization plans of all system users is taken as the hourly goal for the day for the firm. As firm employees enter their time entries throughout the day, you'll see a blue circle indicating how close the firm is to its planned utilization goal for the day. Similar indicators will be displayed for Month and Year. To learn how to set up individual scheduled utilization, please follow the link.
Tasks in work - the number of tasks assigned to all firm employees. Click to 
to go to the task table.
to go to the task table.Tasks for today - the number of tasks assigned to all firm employees and must be completed today. Click 
to go to the task table.
to go to the task table.Overdue tasks - the total number of tasks for the firm, the deadline for which has passed. Click 
to go to the table of overdue tasks.
to go to the table of overdue tasks.Events for today - the total number of events for the firm scheduled for Today. Click 
to go to the table of tasks and events. You can learn more about the difference between tasks and events here.
to go to the table of tasks and events. You can learn more about the difference between tasks and events here.W.I.P. (Work in Progress) - an indicator that reflects the total amount of billed hours that were not included in the approved invoices. Click 
to go to the Activities section.
to go to the Activities section.Awaiting payment - an indicator that reflects the sum of all invoices issued to clients (approved invoices), the payment term of which has not yet passed. Click 
to go to all pending invoices.
to go to all pending invoices.Total debt - shows the total amount of all invoices issued to clients (approved invoices), the payment term of which has already passed. Click 
to go to all overdue invoices.
to go to all overdue invoices.Internal expenses - shows the total amount of internal costs, that is, expenses that are not included in client invoices and are related to ensuring the work of the legal firm for the current financial year. Click 
to go to the Accounts sections on which the corresponding transactions were carried out.
to go to the Accounts sections on which the corresponding transactions were carried out.Overall realization rate is a general efficiency indicator that reflects the efficiency of converting work into money.
The total realization is calculated as the sum of all receipts divided by the sum of all time entries in the projects multiplied by the standard rate ("default rate"). Displayed as a percentage
For more information on setting a standard rate, please follow the link.
Cach in - the total income from all activities for the current financial year. You can also see monthly earnings in the main currency at the bottom of the dashboard.
Sums from draft invoices and subscription invoices are not included in Receipts.
Collection realization rate - an indicator of the effectiveness of the collection of payments on issued invoices (approved invoices).
Collection realization rate is calculated as the number of receipts (Cach in) divided by the amount in approved invoices. Displayed as a percentage.Effective Rate - shows the cost of one hour of an employee's work on a company-wide scale (all users).
The effective rate is calculated as the amount in approved invoices divided by the billed time (time from invoices).
When calculating the effective rate, sums and activities are taken into account exclusively from postpaid invoices.
Monthly income - displays all the firm's monthly revenue during the current fiscal year and their ratio to planned income. You can read more about setting the planned income indicator HERE
Learn more about Realization indicators in legal firms.
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