Your My Performance dashboard
Aisha tells Priya in their one-on-one that she would like to be promoted and wants to understand what steps she can take to better her chances. Priya pulls up the performance page and walks her through the invoiced and collected tabs — explaining that while Aisha's target measures billable fees, that is primarily a measure of quantity, not quality. Quality gets you noticed as much as quantity, and write-downs and discounts tell their own story. Together they set a goal around Aisha's invoiced and collected metrics and agree to track it over the coming months using the performance pages.
David notices his invoiced total is reasonable each month but his discounts are consistently high. Digging into the summary card reports, he can see the pattern repeats across a cluster of matters — clients are regularly disputing costs at invoice time. He takes the issue to his team leader and they identify that his matter estimates are often under-scoped. David works on his estimating, discounts fall, and the client experience improves.
The My Performance dashboard gives you a view of your personal billing activity across three metrics — billable fees, fees invoiced, and fees collected. Each metric has its own tab with the same layout but different data points. Use this page to understand your current month, look back at past months, and spot patterns in your performance over time.
A personal performance record covering billable activity, invoiced fees, and collections — with the ability to drill into any month and see exactly what sits behind each number.
What you're looking at
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1Page tabs — switch between Dashboard (this page), Individual Targets, and Team Targets.
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2Metric tabs — switch between Billable, Invoiced, and Collected views. Each tab has a distinct colour so you can quickly tell which one you are on. The layout is the same across all three; the data points change.
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3Matter Type filter — filters the entire page by matter type. Use it to isolate performance across a specific practice area, for example to see what you billed on conveyancing matters vs commercial matters.
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4Summary cards — three cards showing the key figures for the selected month. Click any card to generate an exportable report showing all the underlying records that make up that number.
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5Month selector — changes the period shown across the summary cards, bar chart, and pie chart. Use it to step back through prior months and review what performance looked like at the time.
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6Bar chart — shows your activity broken into weekly bands for the selected month. Displays two or three related data points depending on which metric tab you are on.
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7Pie chart — shows the proportional split of those same data points for the selected month.
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8Trends section — shows your activity across a selectable window of months. Use the radio button selector to overlay a rolling or flat average — useful for smoothing out one-off months and seeing the direction of your performance over time.
Key features and functionality
Exportable reports from summary cards
Every summary card on every metric tab is clickable. Clicking a card generates an exportable report showing all the underlying records — matters worked on, timesheets submitted, invoices raised, and so on — for that figure in the selected month. This is the fastest way to get from a headline number to the detail behind it. Change the month first to pull the report for any prior period.
Month selector
The month selector controls what period the bar chart, pie chart, and summary cards display. Stepping back to a prior month and clicking a summary card will export the records for that month — useful when you want to understand what was different in a quieter or stronger period.
Trendlines
The Trends section at the bottom of the page shows your performance across a selectable window of months. You can overlay either a rolling average or a flat average using the radio button selector. The rolling average reflects recent momentum; the flat average gives you a stable baseline to measure against.
Matter Type filter
The Matter Type filter applies to the entire page — all cards, charts, and the trends section update when you change it. Use it to compare your performance across different practice areas or to focus a conversation on a specific type of work.
Metric tabs and what each one covers
Each tab shows a different stage of the billing cycle. For a deeper look at what each tab contains and how to read its data points, see the dedicated guides linked in the related articles below.