The information in this article applies to Acumen, a Practice Management add-on that provides enhanced reporting dashboards for your firm. To learn more, please contact your customer success manager or your account representative.
This product is currently in early access.
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 Aged Outstanding Fees chart shows balances due by age brackets over time. It helps communicate aging risk of debt at a glance without a lot of overwhelming detail.
Click the chart to view the WIP Fees report, the details of which are covered in Summary Financial Breakdown: Firm Management Dashboard.
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