Your dashboard

The dashboard answers what you open the console to find out. It opens after you sign in, and from Dashboard at the top of the sidebar. There is more than one: My day for everyone, the built-in dashboards your role reads, the ones you build and the ones others share with you.

Which dashboard opens

The button beside Dashboard names the one on screen; press it to choose another. They are listed as Built in, Yours and Shared with you. The dashboard you chose last opens next time in the same browser. Until you choose, you open on the one set for your role, or My day where none is set.

The built-in dashboards

• My day: today's diary, your deadlines this week, court this week, what waits on your decision, your tasks, your time against target, clients' messages waiting on you and your matters.
• My practice: your hours and utilisation, what you billed and collected, your realisation, work in progress, matters and overdue tasks.
• Managing partner: the firm's billing and collections, work in progress, what clients owe, cash at bank, client money held, utilisation, realisation, matters opened, how many enquiries became matters, and the matters at risk.
• Finance: cash, what clients owe and for how long, what the firm owes suppliers and when, unbilled work and disbursements, withholding tax, statements due and money not yet identified.
• Intake: enquiries received, how many became matters, how quickly they were answered, and new clients by source with their cost.
• Practice area: the revenue, hours, matters, people and contribution of the practice areas you lead.

Each built-in dashboard shows only to someone whose role reads its reports, and each tile is judged on its own: a tile reading a report you may not open is left out rather than shown empty.

The tiles

• A headline figure reads its report over its period, with the change on the period before, its share of the firm's target where one is set, and the largest cause of the change. A figure the report could not give reads Not available, never a nought.
• A report's rows drawn shows the report as a chart: a trend over months, or bars for the largest clients, people or areas.
• A report's first rows lists the first five rows with their leading figure.
• One of your lists shows the first few items of a list such as your deadlines or tasks, with a link to the register that holds the rest.

Every report tile ends with Open the report, and a figure opens it too, with the same period and grouping the tile used. From there you can drill into the records behind any figure.

Build your own

From the dashboard's menu choose New dashboard, or Copy to a new dashboard to start from the one on screen. Name it, then Add a tile: choose what it shows, the report, the figure or grouping, and the period. A period such as This month moves with the day. Drag a tile by its handle, or use the arrow keys, to move it; on a phone use the up and down buttons. Choose how wide each tile is, from one column to the full width. Build dashboard saves it. To change it later choose Arrange and edit from the menu.

Share a dashboard and set a role's first

Choose Share to show your dashboard to people or to everyone holding a role. Each reader sees only the tiles their own access opens. Only you can change or delete it.

Someone allowed to share reports can choose Open first for a role to set the dashboard a role's holders open on. A built-in dashboard may be any role's first; a dashboard someone built must first be shared with the role.

Start somewhere else

To open on another page after signing in, open your profile, then Preferences, and choose the Start page: Dashboard, Matters, Calendar, Time or Tasks. A page you may not open sends you to the dashboard instead.