Your My Performance dashboard

A guide to the My Performance dashboard — what each element shows, how to navigate the metric tabs, and how to drill into the detail behind any number.

Reading your target progress

Understand how to read and interpret your target charts — daily actuals, monthly cumulative view, and financial year performance.

Making sense of Company Dashboard type views

Understand what each view type shows on the Company Dashboard and how to use them to segment firm-wide revenue data.

Reading stagnation charts

Guide Reading stagnation charts 4 min read · Team leader Partner Principal / Firm owner Team Efficiency Stagnation Efficiency Team leader Priya Sharma runs a weekly meeting with her team. They open with targets to check if they are on track, move to the Unrealised Cashflow page to clear outstanding WIP, then open the stagnation […]