Making sense of Company Dashboard type views
Marcus Reid wants to know which partners are driving the most revenue. He switches to the matter relationship view for the solicitor responsible for each matter, and the charts immediately show revenue broken down by fee earner. He clicks the largest segment in the Fees Collected chart to pull an exportable report.
Marcus is reviewing marketing spend and wants to compare Google Ads against LinkedIn. He switches to View by Referral Contact, filters to just those two channels, and the charts update to show the relative revenue contribution of each — from new matters through to collection.
The Company Dashboard shows firm-wide revenue and cashflow events across four metrics: new matters, billable fees, fees invoiced, and fees collected. Each chart is a lead indicator for the one above it — new matters drive billable work, billable work drives invoices, and invoices drive collections. The view type controls how that data is segmented across all four charts at once.
A firm-wide picture of revenue flow from matter opening through to collection, with flexible segmentation by team, matter type, referral source, or matter relationship.
What you're looking at
- 1Page title — confirms you are on the Company Dashboard.
- 2View by dropdown — selects how chart data is segmented across all four charts simultaneously.
- 3View Totals — shows combined firm figures with no segmentation; a totals summary card replaces the pie chart.
- 4View by Matter Type — segments all charts by matter type (e.g. conveyancing, family law).
- 5View by Referral Type — segments by referral category as recorded in your practice management software.
- 6View by Referral Contact — segments by specific referring contact or channel; a second filter lets you isolate one or more contacts.
- 7View by Team (Time-Entries) — segments by team based on timesheet allocations rather than matter ownership.
- 8View by Team Member (Time-Entries) — segments by individual staff member based on timesheet allocations.
- 9Matter relationship views — firm-specific views based on matter relationships in your practice management software. These vary by integration partner and are explained below.
- 10Time period dropdown — sets the time scale across all charts (e.g. last 12 months, quarterly, custom).
- 11Date range — sets the start and end date for the period displayed.
- 12Fees Collected chart — bar chart showing fees collected over time, segmented by the active view type, with a pie chart showing the proportional split.
How the view types work
Standard views
Matter relationship views
These views appear below the standard options and vary depending on your integration partner. They segment charts by the role a person plays on a matter — for example, the solicitor responsible, or the matter administrator.
Smokeball firms have three fixed matter relationship views: Responsible, Assisting, and Introducer.
Actionstep firms have dynamic views. Actionstep supports a large number of configurable matter relationships — Workzilla identifies which ones your firm has used and surfaces any that include a staff member and appear on more than 50% of matters. The list reflects how your firm actually uses its matter templates, so it will look different from firm to firm.
Pie charts and exportable reports
When a segmented view is active, each chart includes a pie chart on the right showing the proportional split across segments. Clicking any segment generates an exportable report for that data point. When View Totals is selected, the pie chart is replaced by a totals summary card.
Chart segmentation
When a segmented view is active, each bar in the chart is broken into colour-coded segments showing the relative contribution of each data point — referral type, team member, matter type, and so on. The legend above each chart identifies which colour corresponds to which segment.