Reading your target progress
Fee earner
Tom Chen checks his target every week as part of his routine. Looking at the daily actuals chart mid-week, he can see which days are tracking below the daily rate and uses that to plan the rest of his week. By staying just above the daily target consistently, he finishes the month at 110% — not by a single big day, but by steady daily output.
The target progress view shows how your billable activity is tracking against your targets — both within the current month and across the financial year. If you have multiple targets, each one appears as its own section on the same page.
What this shows you
A clear picture of where you stand against your targets today, how the month is shaping up, and how consistently you are hitting targets over time.
What you're looking at
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1Target header — shows the target name, calculation method, metric, and the date the target started. If you have multiple targets, each one has its own header and set of charts below it.
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2This month actuals chart — bar chart showing your daily fee entries against a flat daily target rate. The daily rate is calculated from your working days for that month. If your firm has opted in to leave-adjusted targets, public holidays and approved leave are also factored in.
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3This month chart — cumulative chart showing your fees building through the month against the projected target trajectory. The target line extends to the end of the month; your actuals stop at today.
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4This month performance card — shows your current percentage attainment, your actual figure vs your target, and the metric being tracked.
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5Financial Year chart — shows your performance across each month of the financial year with the target line overlaid. Updates to reflect whichever financial year contains the selected month.
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6Financial Year performance card — shows your overall attainment percentage for the year and how many months you have hit target out of the total periods so far.
How best to use this page
- Check it weekly, not just at month end. The daily actuals chart is most useful mid-week — it shows you where you stand in real time and gives you room to adjust before the month closes.
- Use the daily rate as your planning guide. The target line on the actuals chart reflects your actual available working days for the month. If your firm has opted in to leave-adjusted targets, it will also account for public holidays and approved leave — so the bar you are measuring against reflects your real capacity, not a flat calendar split.
- Use the financial year chart to spot patterns. Consistently hitting or missing in the same months is worth noting. It can signal workload cycles, leave periods, or business development gaps worth addressing.
- Drill into the detail on your performance pages. If a number looks off or you want to understand what is sitting behind a result, head to your performance pages where you can see what you actually worked on.
Your target page tells you not just where you are, but whether your current pace will get you there. The daily actuals chart is the most actionable view — check it mid-week and use it to shape the days ahead.