Dashboards: Tile List
Introduction
Matters.Cloud includes the ability to create tailored dashboards that provide real-time data and insights into various aspects of your practice. In this knowledge base article, we provide a comprehensive list of the tiles available for use on dashboards within Matters.Cloud.
These tiles can be used to display different types of data, including financial metrics, team performance, and client data. By using this article as a reference, you can create powerful dashboards that provide a clear and detailed overview of your practice's performance, allowing you to make informed decisions and drive growth.
Tiles
| Tile | Description |
| Aged unbilled fees by matter | Displays a firmwide list of
matters with the following columns: - Matter - Total* - 0-30* - 31-60* - 61-90* - 90+* *Unbilled fees |
Aged unbilled fees by person | Displays a firmwide list of people with the following columns: - Person - Total* - 0-30* - 31-60* - 61-90* - 90+* *Unbilled fees |
| AnyLaw | Displays a search box providing access to initiate a search using AnyLaw |
| BAILII | Displays a search box providing access to initiate a search using BAILII |
| Billable fees by client | Displays a firmwide list of
clients with the following columns: - Client - Billable hours - Billable fees Includes filters for month and year to date based on the fiscal year. |
| Billable fees by matter | Displays a firmwide list of
matters with the following columns: - Client - Matter - Billable hours - Billable fees Includes filters for month and year to date based on the fiscal year. |
Billable fees by matter type | Displays a firmwide list of matter types with the following columns: - Matter type - Billable hours - Billable fees Includes filters for month and year to date based on the fiscal year. |
| Billable fees by person | Displays a firmwide list of
people with the following columns: - Person - Billable hours - Billable fees Includes filters for month and year to date based on the fiscal year. |
| Billable hours by client | Displays a firmwide list of
clients with the following columns: - Client - Billable hours Includes filters for month and year to date based on the fiscal year. |
| Billable hours by matter | Displays a firmwide list of
matters with the following columns: - Client - Matter - Billable hours Includes filters for month and year to date based on the fiscal year. |
Billable hours by matter type | Displays a firmwide list of matter types with the following columns: - Type - Billable hours Includes filters for month and year to date based on the fiscal year. |
| Billable hours by person | Displays a firmwide list of
people with the following columns: - Person - Billable hours Includes filters for month and year to date based on the fiscal year. |
| Billable hours by person vs prior year | Displays a firmwide list of
people with the following columns: - Person - Billable hours - Prior year - Variance - Variance % Includes filters for month and year to date based on the fiscal year. |
| Fees billed by client | Displays a firmwide list of
clients with the following columns: - Client - Fees billed Includes filters for month and year to date based on the fiscal year. |
| Fees billed by mattter | Displays a firmwide list of
matters with the following columns: - Client - Matter - Fees billed Includes filters for month and year to date based on the fiscal year. |
Fees billed by matter type | Displays a firmwide list of matter types with the following columns: - Type - Fees billed Includes filters for month and year to date based on the fiscal year. |
| Fees billed by person | Displays a firmwide list of
people with the following columns: - Person - Fees billed Includes filters for month and year to date based on the fiscal year. |
Fees billing realization by client | Displays a firmwide list of clients with the following columns: - Client - Fees* - Fees billed - Realization (%) Includes filters for month and year to date based on the fiscal year. *Based on the fees originally recorded on the associated time records. |
Fees billing realization by matter | Displays a firmwide list of matters with the following columns: - Client - Matter - Fees* - Fees billed - Realization (%) Includes filters for month and year to date based on the fiscal year. *Based on the fees originally recorded on the associated time records. |
Fees billing realization by person | Displays a firmwide list of people with the following columns: - Person - Fees* - Fees billed - Realization (%) Includes filters for month and year to date based on the fiscal year. *Based on the fees originally recorded on the associated time records. |
Fees collected by person | Displays a firmwide list of people with the following columns: - Person - Fees collected Includes filters for month and year to date based on the fiscal year. |
| Google Scholar | Displays a search box providing access to initiate a search using Google Scholar |
Hours billing realization by client | Displays a firmwide list of clients with the following columns: - Client - Hours* - Hours billed - Realization (%) Includes filters for month and year to date based on the fiscal year. *Based on the hours originally recorded on the associated time records. |
Hours billing realization by matter | Displays a firmwide list of matters with the following columns: - Client - Matter - Hours* - Hours billed - Realization (%) Includes filters for month and year to date based on the fiscal year. *Based on the hours originally recorded on the associated time records. |
Hours billing realization by person | Displays a firmwide list of people with the following columns: - Person - Hours* - Hours billed - Realization (%) Includes filters for month and year to date based on the fiscal year. *Based on the hours originally recorded on the associated time records. |
| Key indicators | Displays a set of KPI
indicators: - Hours this month - Active tasks - Draft invoices (as owner) - Open invoices (as owner). |
| Matter balances | Displays a firmwide list of
matters with the following columns: - Client - Matter - Unbilled fees - Unbilled expenses - Open invoices - Trust / Client acount |
Matters exceeding fees estimate threshold | Displays a firmwide list of matters where actual fees is greater than 80% of the estimates fees value with the following columns: - Client - Matter - Actual fees - Estimated fees |
My aged unbilled fees | Displays a list of matters for the dashboard user with the following columns: - Matter - Total* - 0-30* - 31-60* - 61-90* - 90+* *Unbilled fees |
| My attributed fees billed by matter | Displays a list of matters for
the dashboard user with the following columns: - Client - Matter - Fees billed* Includes filters for month and year to date based on the fiscal year. *Displays a percentage of the fees billed value as defined via the attribution tab for each matter listed. |
| My billable fees by matter | Displays a list of matters for
the dashboard user with the following columns: - Client - Matter - Billable hours - Billable fees Includes filters for month and year to date based on the fiscal year. |
| My billable hours by client | Displays a list of clients with
data for the user with the following columns: - Client - Billable hours Includes filters for month and year to date based on the fiscal year. |
| My billable hours by matter | Displays a list of matters with
data for the user with the following columns: - Client - Matter - Billable hours Includes filters for month and year to date based on the fiscal year. |
| My clients - billable fees | Displays a list of clients owned
by the user with the following columns: - Client - Matter - Billable hours - Billable fees Includes filters for month and year to date based on the fiscal year. |
| My clients - fees billed | Displays a list of clients owned
by the user with the following columns: - Client - Matter - Fees billed Includes filters for month and year to date based on the fiscal year. |
| My clients - top matters by billable hours | Displays a list of the top 5 matters for clients owned by the user based on billable hours. |
| My clients - unbilled fees | Displays a list of clients owned
by the users with the following columns: - Client - Unbilled fees |
| My favorites | Displays a list of favorite Matters and Opportunities for quick access by the user. |
| My fees billed by client | Displays a list of clients with
data for the user with the following columns: - Client - Fees billed Includes filters for month and year to date based on the fiscal year. |
| My fees billed by matter | Displays a list of clients with
data for the user with the following columns: - Client - Matter - Fees billed Includes filters for month and year to date based on the fiscal year. |
My hours billing realization by matter | Displays a list of matters with data for the user with the following columns: - Client - Matter - Hours* - Hours billed - Realization (%) Includes filters for month and year to date based on the fiscal year. *Based on the hours originally recorded on the associated time records. |
My fees billing realization by matter | Displays a list of matters with data for teh user with the following columns: - Client - Matter - Fees* - Fees billed - Realization (%) *Based on the fees originally recorded on the associated time records. |
My hours billing realization by matter | Displays a list of matters with data for the user with the following columns: - Client - Matter - Hours* - Hours billed - Realization (%) Includes filters for month and year to date based on the fiscal year. *Based on the hours originally recorded on the associated time records. |
| My invoices | Displays a list of draft invoices owned by the user. |
My matters - aged unbilled fees | Displays a list of matters owned by the user with the following columns: - Matter - Total* - 0-30* - 31-60* - 61-90* - 90+* *Unbilled fees |
| My matters - balances | Displays a list of matters owned
by the user with the following columns: - Client - Matter - Unbilled fees - Unbilled expenses - Open invoices - Trust / Client acount |
| My matters - billable fees | Displays a list of matters owned
by the user with the following columns: - Client - Matter - Billable hours - Billable fees |
| My matters - fees billed | Displays a list of matters owned
by the user with the following columns: - Client - Matter - Fees billed Includes filters for month and year to date based on the fiscal year. |
| My matters - top clients by billable hours | Displays a list of the top 5
clients for matters owned by the user based on billable hours. Includes filters for month and year to date based on the fiscal year. |
| My matters - unbilled fees | Displays a list of matters owned
by the user with the following columns: - Client - Unbilled fees |
My non-billable hours by matter | Displays a list of matters with data for the user with the following columns: - Client - Matter - Non-billable hours Includes filters for month and year to date based on the fiscal year. |
| My tasks | Displays a list of tasks in either an open or in-progress status owned by the user. |
| My top clients by unbilled fees | Displays a list of the top 5
clients for the user based on unbilled fees. Includes filters for month and year to date based on the fiscal year. |
| My top matters by billable hours | Displays a list of the top 5
matters for the user based on billable hours. Includes filters for month and year to date based on the fiscal year. |
| My top matters by fees billed | Displays a list of the top 5
matters for the user based on fees billed. Includes filters for month and year to date based on the fiscal year. |
| My top matters by unbilled fees | Displays a list of the top 5 matters for the user based on unbilled fees. |
My total hours by client | Displays a list of clients with data for the user with the following columns: - Client - Billable hours - Non-billable hours - Total hours Includes filters for month and year to date based on the fiscal year. |
My total hours by matter | Displays a list of matters with data for the user with the following columns: - Client - Matter - Billable hours - Non-billable hours - Total hours Includes filters for month and year to date based on the fiscal year. |
| My unbilled fees by matter | Displays a list of matters with
data for the user with the following columns: - Client - Matter - Unbilled fees |
Non-billable hours by matter | Displays a firmwide list of matters with the following columns: - Client - Matter - Non-billable hours Includes filters for month and year to date based on the fiscal year. |
Non-billable hours by person | Displays a firmwide list of people with the following columns: - Person - Non-billable hours Includes filters for month and year to date based on the fiscal year. |
Outstanding invoices | Displays a firmwide list of outstanding invoices with the following columns: - Invoice - Client - Amount - Amount due |
| Setup checklist | Displays a checklist prompting the user if they need to setup a rate or add a user profile picture |
| Top clients by billable hours | Displays a firmwide list of the
top 5 clients based on billable hours. Includes filters for month and year to date based on the fiscal year. |
| Top matters by billable hours | Displays a firmwide list of the
top 5 matters based on billable hours. Includes filters for month and year to date based on the fiscal year. |
| Top matters by unbilled fees | Displays a firmwide list of the top 5 matters based on unbilled fees. |
| Total collected by invoice | Displays a firmwide list of
invoices with the following columns: - Invoice - Client - Amount* *Representing the total payments allocated including fees, expenses and tax. |
| Total hours by client | Displays a firmwide list of
clients with the following columns: - Client - Billable hours - Non-billable hours - Total hours Includes filters for month and year to date based on the fiscal year. |
| Total hours by matter | Displays a firmwide list of
matters with the following columns: - Client - Matter - Billable hours - Non-billable hours - Total hours Includes filters for month and year to date based on the fiscal year. |
| Total hours by person | Displays a firmwide list of
people with the following columns: - Person - Billable hours - Non-billable hours - Total hours Includes filters for month and year to date based on the fiscal year. |
| Displays a pre-defined feed of the latest tweets for a nominated Twitter account. | |
| Unbilled fees by client | Displays a firmwide list of
clients with the following columns: - Client - Unbilled fees |
| Unbilled fees by matter | Displays a firmwide list of
matters with the following columns: - Client - Matter - Unbilled fees |
| Unbilled fees by person | Displays a firmwide list of
matters with the following columns: - Person - Unbilled fees |
| Useful links | Displays a list of useful links created by an administrator. |
| User profile | Displays a user profile picture
with title and the following quick actions buttons: - Time entry - Disbursement entry - New task - New event |
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