This product is currently in early access.
The Fee Earners Dashboard and the associated reports provide individual performance metrics for you as a fee earner. This provides direct visibility into personal KPIs and financial metrics. KPI tracking is embedded directly into daily workflows, allowing you to monitor WIP, billing, collections, and performance indicators—all within Actionstep. This provides direct insight into daily work, clarity, ownership, and accountability for you and helps you drive stronger engagement and improved financial outcomes for your firm.
To access the dashboard:
- In Practice Management, click Insights > Business Intelligence in the main toolbar. The Insights page appears.
- In the list on the left, click Fee Earner (under Business Intelligence). The Fee Earner Dashboard is displayed.
- 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