Tip of the Week: The Dashboard
1 min read

Tip of the Week: The Dashboard

Free on-demand webinar

How to Get Clients to Pay On Time: 15 Tips in 15 Minutes!

Watch Now

Recommended by

ForbesAdvisor - The Best Legal Billing Software Of 2022

Learn How You Can Get More Reviews For Your Law Firm

Download free guide
Table of contents
2
3
Share:
1 min read

Every business has a direction and a destination. To reach that destination, you need to set out goals and expectations to provide your employees with a systematic and achievable firm vision. Not only that, when you set personal goals it can be motivating for your employees when they achieve and accomplish their targets. With it being the start of a new year, this week’s Tip of the Week looks at our Dashboard feature to help your firm see great things in 2020!

With the Dashboard, you can track yearly hourly goals and billing goals, with an easy-to-read graphical view through which you can track and view individual billing performances against the annual billable hour goals.

To access your Dashboard, first, ensure it is enabled under Account>Settings>General tab.

Next up, click on Dashboard>Settings>Targets and Permissions from the top menu bar. This is where you can set up annual Target Hours and Target Billing Rates for each individual user.

Once you’ve set these targets up, you can see the actual progress against targets set under Dashboard>Dashboard through visual graphs. The ‘Amount’ tab even shows the actual billable amount against the collected amount.

The benefits of reviewing these individual billing statistics are to increase revenue by providing an insight into where your staff is meeting expectations and where the firm is suffering through inadequate billing. This feature also directly addresses each individual Timekeeper, which means you can watch out for personal progress and accountability.

If you’d like TimeSolv support for more help in understanding our Dashboard feature, please call 1.800.715.1284 or Contact support!

Contact support

Stay up to date with the latest articles, educational resources, and news

Subscribe to our newsletter

You might also like

Tip of the Week: Include Inactive Staff and Projects in Time Search

At TimeSolv, we are committed to continuously improving our software to meet your...
Tip of the Week Streamline Time Tracking with Read-Only Task Code Narratives

Tip of the Week: Streamline Time Tracking with Read-Only Task Code Narratives

This week, we're excited to introduce an enhancement that enables users to make task...
Tip of the Week Introducing the Ability to Mark Expenses as Vendor Paid

Tip of the Week: Introducing the Ability to Mark Expenses as Vendor Paid

In the fast-paced world of legal and professional services, staying ahead requires more...
Tip of the Week Create Consolidated Invoice Groups with Ease!

Tip of the Week: Create Consolidated Invoice Groups with Ease!

In the dynamic world of legal and professional services, staying ahead often means...
Tip of the Week Introducing Unique ID for Time Entries

Tip of the Week: Introducing Unique ID for Time Entries

In the fast-paced world of professional services, managing time efficiently is paramount...
Tip of the Week Unlocking the Power of Customization - Introducing the Option to Download Firm View or Client View of Your Invoice

Tip of the Week: Unlocking the Power of Customization – Introducing the Option to Download Firm View or Client View of Your Invoice

TimeSolv is excited to introduce a new feature that empowers you with even greater...
Managing Contacts and Associations

Tip of the Week: Managing Contacts and Associations

Contacts are an important part of TimeSolv, as they are used to send invoices and...
Tip of the Week: Introducing the Financials Dashboard Feature - Gain Powerful Insights at Your Fingertips!

Tip of the Week: Introducing the Financials Dashboard Feature – Gain Powerful Insights at Your Fingertips!

TimeSolv is thrilled to announce the launch of an exciting new feature - the Financials...
Ability to Transfer Payments from Operating to Trust Account

Ability to Transfer Payments from Operating to Trust Account

TimeSolv has just rolled out a new feature that allows users to transfer money entered...

Tip of the Week: Payments and Allocations

Invoicing is an essential aspect of any business, as it allows for timely and accurate...