This role-based dashboard provides firm-wide reporting tools for management, accounting, and operations. You can gain consistent, localized, and filterable reports, accessible dashboards tailored to your needs, and clear explanations of report logic. This dashboard provides a clear snapshot of your firm’s financial position and performance by tracking four key metrics: Work in Progress, Billed Fees, Collected Fees, and Outstanding Balance.

In addition to high-level financial metrics, the dashboard includes visualizations that highlight key operational insights, such as Top Matters Top Clients, and Top Fee Earners as well as performance and financial tracking across areas like aged unbilled fees,  aged outstanding fees, fees collected by matter type, billed fees vs. budget, billable hours vs. budget, utilization rate, time-based realization, cost realization, and collection rate vs. average days to collect.

By monitoring these metrics together, you can assess cash flow health, billing efficiency, and collection performance, making it easier to manage your firm’s financial operations effectively while also identifying key drivers of revenue and productivity across matters, clients, and fee earners.

All values displayed are fees-only and exclude disbursements and taxes, ensuring a clear and focused view of your firm’s financial position.

To access the dashboard:

1. In Practice Management, click Insights > Business Intelligence in the main toolbar. The Insights page appears.
2. In the list on the left, click Firm Management (under Business Intelligence). The Firm Management Dashboard is displayed.
3. Review the different charts and reports available. 

Notes:
• You can export data in a specific chart by clicking the three-dot icon (located in the top-right corner of the chart) and choosing Export to CSV. (The other options on this mini toolbar perform the same type of functions as what's available in the Controls area.)
• The Insights panel (left side of the page) includes a Reports section, which lists the legacy reports that are available in Actionstep. Clicking All Reports displays the list of available reports where you can search for a specific report not covered by the Business Intelligence dashboard or filter by report category. You can also click the star next to a report title to add the report to the Favorite Reports list. (Any legacy reports you've already liked will appear here, too.)

Caution: Acumen is not supported for use with classic billing. To use Acumen, you must switch to the current billing product. See Migrating from Classic Billing to Current Billing (or Enhanced Billing) Functionality to learn more.

Updated October 13, 2026 15:18