The Legal Spend Dashboard displays financial information for a specific period of time. The information for each selected time period displays together.
Snapshot amounts
The following metrics display at the top (from left to right):
- Overall Billed Amount. The overall amount charged for services for the selected time frame, after applying any discounts or taxes.
- Approved Amount. The portion of the Overall Billed Amount that was approved.
- Savings Amount. The total adjustment savings on approved invoices (i.e. realized savings from adjustments). Does not include discounts.
- Savings %. The percentage difference between the Overall Billed Amount and the Approved Amount.
Panels
The visual part of the dashboard. Panels contain detailed, interactive information (via charts and tables).
You cannot drill down to the matter or charge level. Access the appropriate report for this level of detail.
- Approved Amount by Year. A graph and trend line showing the approved amounts on a year-to-year basis. By default, the three most recent years available display.
- Approved Amount by Matter Type. The approved amount broken down by individual matter types.
- Approved Amount by Division. The amount approved for each division (office).
- Approved Amount by Firm. The amount approved for each law firm and the corresponding billed hours.