Dashboards: Tile List

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*
- 91-120*
- 121+*

*Unbilled fees

Includes filters for selected currency. 
Aged unbilled fees by person
Displays a firmwide list of people with the following columns:

- Person
- Total*
- 0-30*
- 31-60*
- 61-90*
- 91-120*
- 121+*

*Unbilled fees

Includes filters for selected currency.
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 selected date range and currency.
Billable fees by client owner
Displays a firmwide list of client owners with the following columns:

- Person
- Billable hours
- Billable fees

Includes filters for selected date range and currency.
Billable fees by department
Displays a firmwide list of departments with the following columns:

- Department
- Billable hours
- Billable fees

Includes filters for selected date range and currency.
Billable fees by location
Displays a firmwide list of locations with the following columns:

- Location
- Billable hours
- Billable fees

Includes filters for selected date range and currency.
Billable fees by matter Displays a firmwide list of matters with the following columns:

- Client
- Matter
- Billable hours
- Billable fees

Includes filters for selected date range and currency.
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 selected date range and currency.
Billable fees by person Displays a firmwide list of people with the following columns:

- Person
- Billable hours
- Billable fees

Includes filters for selected date range and currency.
Billable hours by client Displays a firmwide list of clients with the following columns:

- Client
- Billable hours

Includes filters for selected date range.
Billable hours by client owner
Displays a firmwide list of client owners with the following columns:

- Person
- Billable hours

Includes filters for selected date range.
Billable hours by department
Displays a firmwide list of departments with the following columns:

- Department
- Billable hours

Includes filters for selected date range.
Billable hours by location
Displays a firmwide list of locations with the following columns:

- Location
- Billable hours

Includes filters for selected date range.
Billable hours by matter Displays a firmwide list of matters with the following columns:

- Client
- Matter
- Billable hours

Includes filters for selected date range.
Billable hours by matter type
Displays a firmwide list of matter types with the following columns:

- Type
- Billable hours

Includes filters for selected date range.
Billable hours by person Displays a firmwide list of people with the following columns:

- Person
- Billable hours

Includes filters for selected date range.
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 selected date range.
Billable hours by person vs target
Displays a firmwide list of people with the following columns:

- Person
- Billable hours
- Target
- Percentage

Includes filters for selected date range.
Fees billed by client Displays a firmwide list of clients with the following columns:

- Client
- Fees billed

Includes filters for selected date range and currency.
Fees billed by department
Displays a firmwide list of departments with the following columns:

- Department
- Fees billed

Includes filters for selected date range and currency.
Fees billed by location
Displays a firmwide list of locations with the following columns:

- Location
- Fees billed

Includes filters for selected date range and currency.
Fees billed by matter Displays a firmwide list of matters with the following columns:

- Client
- Matter
- Fees billed

Includes filters for selected date range and currency.
Fees billed by matter type
Displays a firmwide list of matter types with the following columns:

- Type
- Fees billed

Includes filters for selected date range and currency.
Fees billed by person Displays a firmwide list of people with the following columns:

- Person
- Fees billed

Includes filters for selected date range and currency.
Fees billed by person vs target
Displays a firmwide list of people with the following columns:

- Person
- Fees billed
- Target
- Percentage

Includes filters for selected date range and currency.
Fees billed by source
Displays a firmwide list of sources with the following columns:

- Source
- Fees billed

Includes filters for selected date range and currency.
Fees billing realisation by client
Displays a firmwide list of clients with the following columns:

- Client
- Fees*
- Fees billed
- Realisation (%)

Includes filters for selected date range and currency.

*Based on the fees originally recorded on the associated time records.
Fees billing realisation by department

Displays a firmwide list of departments with the following columns:

- Department
- Fees*
- Fees billed
- Realisation (%)

Includes filters for selected date range and currency.

*Based on the fees originally recorded on the associated time records.

Fees billing realisation by location

Displays a firmwide list of locations with the following columns:

- Location
- Fees*
- Fees billed
- Realisation (%)

Includes filters for selected date range and currency.

*Based on the fees originally recorded on the associated time records.

Fees billing realisation by matter
Displays a firmwide list of matters with the following columns:

- Client
- Matter
- Fees*
- Fees billed
- Realisation (%)

Includes filters for selected date range and currency.

*Based on the fees originally recorded on the associated time records.
Fees billing realisation by person
Displays a firmwide list of people with the following columns:

- Person
- Fees*
- Fees billed
- Realisation (%)

Includes filters for selected date range and currency.

*Based on the fees originally recorded on the associated time records.
Fees collected by department
Displays a firmwide list of departments with the following columns:

- Department
- Fees collected

Includes filters for selected date range and currency.
Fees collected by location
Displays a firmwide list of locations with the following columns:

- Location
- Fees collected

Includes filters for selected date range and currency.
Fees collected by person
Displays a firmwide list of people with the following columns:

- Person
- Fees collected

Includes filters for selected date range and currency.
Google Scholar Displays a search box providing access to initiate a search using Google Scholar
Hours billing realisation by client
Displays a firmwide list of clients with the following columns:

- Client
- Hours*
- Hours billed
- Realisation (%)

Includes filters for selected date range.

*Based on the hours originally recorded on the associated time records.
Hours billing realisation by matter
Displays a firmwide list of matters with the following columns:

- Client
- Matter
- Hours*
- Hours billed
- Realisation (%)

Includes filters for selected date range.

*Based on the hours originally recorded on the associated time records.
Hours billing realisation by person
Displays a firmwide list of people with the following columns:

- Person
- Hours*
- Hours billed
- Realisation (%)

Includes filters for selected date range.

*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 account

Includes filters for selected currency.
Matters exceeding fee 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:

- Client
- Matter
- Total*
- 0-30*
- 31-60*
- 61-90*
- 91-120*
- 121+*

*Unbilled fees

Includes filters for selected currency.
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 selected date range and currency.

*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 selected date range and currency.
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 selected date range.
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 selected date range.
My clients - billable fees Displays a list of clients owned by the user with the following columns:

- Client
- Billable hours
- Billable fees

Includes filters for selected date range and currency.
My clients - billable hours
Displays a list of clients owned by the user with the following columns:

- Client
- Billable hours

Includes filters for selected date range.
My clients - fees billed Displays a list of clients owned by the user with the following columns:

- Client
- Fees billed

Includes filters for selected date range and currency.
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.

Includes filters for selected date range.
My clients - unbilled fees Displays a list of clients owned by the users with the following columns:

- Client
- Unbilled fees

Includes filters for selected currency.
My favourites Displays a list of favourites 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 selected date range and currency.
My fees billed by matter Displays a list of matters with data for the user with the following columns:

- Client
- Matter
- Fees billed

Includes filters for selected date range and currency.
My fees billing realisation by matter
Displays a list of matters with data for the user with the following columns:

- Client
- Matter
- Fees*
- Fees billed
- Realisation (%)

Includes filters for selected date range and currency.

*Based on the fees originally recorded on the associated time records.
My hours billing realisation by matter

Displays a list of matters with data for the user with the following columns:

- Client
- Matter
- Hours*
- Hours billed
- Realisation (%)

Includes filters for selected date range.

*Based on the hours originally recorded on the associated time records.

My invoices Displays a list of draft invoices owned by the user with the following columns:

- Invoice
- Matter
- Amount
My matters - aged outstanding invoices

Displays a list of matters owned by the user with the following columns:

- Client
- Matter
- Total*
- 0-30*
- 31-60*
- 61-90*
- 91-120*
- 121+*

*Outstanding invoices

Includes filters for selected currency.

Note: This tile has a variant for each of owner (responsibility type 1) and supervisor (responsibility type 2).

My matters - aged unbilled fees
Displays a list of matters owned by the user with the following columns:

- Client
- Matter
- Total*
- 0-30*
- 31-60*
- 61-90*
- 91-120*
- 121+*

*Unbilled fees

Includes filters for selected currency.

Note: This tile can be included for either responsibility type 1 (owner) or responsibility type 2 (supervisor).
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 account

Includes filters for selected currency.

Note: This tile can be included for either responsibility type 1 (owner) or responsibility type 2 (supervisor).
My matters - billable fees Displays a list of matters owned by the user with the following columns:

- Client
- Matter
- Billable hours
- Billable fees

Includes filters for selected date range and currency.

Note: This tile can be included for either responsibility type 1 (owner) or responsibility type 2 (supervisor).
My matters - fees billed Displays a list of matters owned by the user with the following columns:

- Client
- Matter
- Fees billed

Includes filters for selected date range and currency.

Note: This tile can be included for either responsibility type 1 (owner) or responsibility type 2 (supervisor).
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 selected date range.

Note: Currently this tile is only available for responsibility type 1 (owner).
My matters - unbilled fees Displays a list of matters owned by the user with the following columns:

- Client
- Matter
- Unbilled fees

Includes filters for selected currency.

Note: This tile can be included for either responsibility type 1 (owner) or responsibility type 2 (supervisor).
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 selected date range.

Note: Currently this tile is only available for responsibility type 1 (owner).
My tasks Displays a list of tasks in either an open or in-progress status owned by the user with the following columns:

- Task
- Due date
- Actions
My top clients by billable hours
Displays a list of the top 5 clients for the user based on billable fees.

Includes filters for selected date range.
My top clients by fees billed
Displays a list of the top 5 clients for the user based on fees billed.

Includes filters for selected date range and currency.
My top clients by unbilled fees Displays a list of the top 5 clients for the user based on unbilled fees.

Displays for current point in time only.

Includes filters for selected currency.
My top matters by billable hours Displays a list of the top 5 matters for the user based on billable hours.

Includes filters for selected date range.
My top matters by fees billed Displays a list of the top 5 matters for the user based on fees billed.

Includes filters for selected date range and currency.
My top matters by unbilled fees Displays a list of the top 5 matters for the user based on unbilled fees.

Displays for current point in time only.

Includes filters for selected currency.
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 selected date range.
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 selected date range.
My unbilled fees by matter Displays a list of matters with data for the user with the following columns:

- Client
- Matter
- Unbilled fees

Displays for current point in time only.

Includes filters for selected currency.
New Matters Opened By Person
Displays a firmwide list of people with the following columns:

- Person
- Count

Includes filters for selected date range.
Non-billable hours by matter
Displays a firmwide list of matters with the following columns:

- Client
- Matter
- Non-billable hours

Includes filters for selected date range.
Non-billable hours by person
Displays a firmwide list of people with the following columns:

- Person
- Non-billable hours

Includes filters for selected date range.
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 selected date range.
Top clients by unbilled fees
Displays a firmwide list of the top 5 clients based on unbilled fees

Includes filters for selected currency.
Top matters by billable hours
Displays a firmwide list of the top 5 matters based on billable hours.

Includes filters for selected date range.
Top matters by unbilled fees

Displays a firmwide list of the top 5 matters based on unbilled fees.

Displays for current point in time only.

Includes filters for selected currency.

Total billed by matter
Displays a firmwide list of matters with the following columns:

- Client
- Matter
- Fees
- Expenses
- Tax
- Total

Includes filters for selected date range and currency.
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.

Includes filters for selected date range and currency.
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 selected date range.
Total hours by department
Displays a firmwide list of departments with the following columns:

- Department
- Billable hours
- Non-billable hours
- Total hours

Includes filters for selected date range.
Total hours by location
Displays a firmwide list of locations with the following columns:

- Location
- Billable hours
- Non-billable hours
- Total hours

Includes filters for selected date range.
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 selected date range.
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 selected date range.
Twitter
Displays a pre-defined feed of the latest tweets for a nominated Twitter (X) account.
Unbilled fees by client

Displays a firmwide list of clients with the following columns:

- Client
- Unbilled fees 

Displays for current point in time only.

Includes filters for selected currency.

Unbilled fees by matter

Displays a firmwide list of matters with the following columns:

- Client
- Matter
- Unbilled fees

Displays for current point in time only.

Includes filters for selected currency.

Unbilled fees by person

Displays a firmwide list of people with the following columns:

- Person
- Unbilled fees

Displays for current point in time only.

Includes filters for selected currency.

Upcoming events
Displays a list of upcoming events linked to the user calendar or shared calendars with the following columns:

- Event
- Dates
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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