Participant KPI Report

Modified on Tue, 1 Apr at 10:50 AM

In this article:

Brief Description
Use Cases
Finding and Using the Report
Available Filters
Report Output
Additional Notes

Brief Description

The Participant KPI (Key Performance Indicator) Report allows management to set and report on Key Performance Indicators for their staff. This reporting can be based on hours worked or invoiced fees per fee earner.

Use Cases

This report is useful for reviewing participant's Key Performance Indicator targets and whether they have met them.

Finding and Using the Report

In Actionstep, go to Reports > Matter Reports > Participant.

Then, refer to these articles for help generating and saving reports for future use:

Available Filters

Start Month and Start Year: Enter the start month and year for the report.
End Month and End Year: Enter the end month and year for the report.
Sales Type: Choose either Invoice or Ordered.
Actual Hours by month: When selected, this option shows the KPI and corresponding actual hours per month by fee earner. If it's cleared, this information is removed from the report.
Billable Hours by month: When selected, this option shows the KPI and billable hours per month by fee earner. If it's cleared, this information is removed from the report.
Sales by month: When selected, this option shows the KPI and invoiced fees per month by fee earner. If it's cleared, this is removed from the report.

Report Output

NOTE: The term "Invoice" in this report represents the invoiced fees by a fee earner (excluding draft invoices).

Participant: Shows the name of the participant. Clicking a name shows the Participant Details Report.
Monthly breakdown columns: Each month shows Actual Hours, Billable Hours, and Invoice hours, categorized into Actual and KPI figures. The % column shows the percentage of the target the fee earner has met. Specifically:
- <100% means the KPI has not been met (no color).
- 100% means the KPI has been met (green).
- >100% means the KPI has been exceeded (green) on both the actual and billable hours.

NOTE: If you discover differences between your invoiced amount figure and the total figures shown on this report, make sure all fee earners are included on the report. Remember, if you haven't set a KPI for a fee earner and they have fees attributed to them, they will not show on this report. You must set the KPI for that fee earner to add them to the report. To set the KPIs, go to Accounting > Accounts > KPIs.

Additional Notes

See Running a Participant KPI Report to learn more about generating this report.