Hi Everyone,
Today’s release brings more support for teams.
Many of our customers loved the Teams function and we had several requests to make teams more meaningful in reviewing the data.
To accommodate this, we have done the following:
You can View the Company Dashboard data by Team
This will show team contributions (according to individual team member timesheet contributions) toward company revenue. The reason why we went with timesheets over relationship to matter (participant type etc) is because relationship to matter is already covered by the participant drop down selection.
You can view the Unrealised Cashflow data by team
You can now select team as the lens for the Unrealised Cashflow chart.
Hovering over the team’s name will show all the people associated with that team.
Hovering over the chart will show the totals, as per normal, but will also show if any team member is duplicated in another team’s data.
The cards at the top, displaying totals, will only ever count a team member once, so the totals are not polluted by someone being a part of multiple teams.
Thanks for your suggestions and continued support.
We look forward to the next release.
Tom