This product is currently in early access.
To access the Firm Management dashboard:
- In Practice Management, go to Insights > Business Intelligence. The Insights page is displayed.
- Select Firm Management from the list of options on the left side of the page. The Firm Management Dashboard is displayed.
The Top Fee Earners table on the Firm Management dashboard highlights the individual fee earners with the highest financial performance during the selected period. It displays each fee earner’s work in progress (or WIP), billed, and collected amounts, providing a clear view of their contribution to the firm’s revenue cycle.
The table is sorted by Collected Fees, showcasing those fee earners who are delivering the greatest realized revenue for the firm.
Click the chart to view the Top Fee Earners Report for a detailed breakdown of this information. In the report, each fee earner is shown in individual rows of this report. Draft and deleted invoices are not included, nor are write-offs or credits. This report only filters Total Billed & Collected columns. Total Draft WIP still reflects WIP on draft invoices.
Top Fee Earners Report Details
- Fee Earner: Shows the name of the fee earner (or the time keeper of any time entries against a paid invoice).
- WIP Fees: Shows the total amount of WIP (fees only). This represents the time entries that belong to the associated fee earner.
- Draft WIP: Shows the total amount of WIP (draft invoice - fees only). This represents time entries that belong to the associated fee earner.
- Invoiced / Billed Fees: Shows the total amount of billed fees (fees only). This represents fee allocations billed that belong to the associated fee earner.
- Collected Fees: Shows the total amount of collected (fees only). This represents fee allocations collected that belong to the associated fee earner.
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