What you can do in your dashboards: Principals

Your dashboards allow you to easily determine the metrics that matter and see real-time views into your firm's health without digging through reports.

Dashboards are customizable to reflect the workflow at your firm. What you see on your dashboards depends on your security settings and whether or not you are set up to design your own dashboards.

Don't see what you need? Work with your manager to determine your dashboard needs.

Your information needs

As a principal, your dashboards can be set up to help you:

• Analyze balances and trends in cash, accounts receivable, accounts payable, and work-in-progress.
• Track aging in accounts receivable and work-in-progress.
• Evaluate employee utilization throughout your firm.

These are just a few examples of what your dashboards can provide.

How do they work?

The dashboards display the information that matters the most to you:

• Home page: View an aggregate of your key information. With one look, you're instantly up-to-date.
• <Variable> pages: Click a link in a widget to go to a <variable> page that displays information specific to what you selected, such as the Project page.

This example illustrates how your dashboards may be set up:

(click to expand)