Finance Dashboard
A firm-wide view of your financial health: what you've worked, billed, and collected, plus what's still outstanding.
Use the period selector in the top right to switch between This month, This quarter, This year, and All time.
Summary Cards#
| Card | What it tells you |
|---|---|
| Unbilled (WIP) | Value of approved time not yet invoiced, across all matters |
| Accounts receivable | Total outstanding balance on finalized invoices |
| Billed | Total invoiced in the selected period |
| Collected | Total payments received in the period |
| Worked (billable) | Value of all billable time logged in the period |
| Realization | Billed ÷ worked — how much of your work's standard value you actually billed |
| Collection rate | Collected ÷ billed — how much of what you billed you've been paid |
| Effective rate | Billed ÷ billable hours — your real average hourly rate |
Billed vs Collected#
A six-month chart compares what you billed against what you collected each month, so you can see cash-flow direction at a glance.
Accounts Receivable Aging#
Outstanding invoices are grouped into aging buckets — Current, 1–30, 31–60, 61–90, and 90+ days (90+ is highlighted in red). Below the buckets, the open-invoices list shows each invoice's matter, due date, age, and balance.
Use the Remind button on any open invoice to email the client a payment reminder. The message is due-date aware — it adapts whether the invoice is still upcoming or already overdue.
By Timekeeper and By Matter#
Two breakdown tables round out the page:
- By timekeeper — billable vs non-billable hours, billable %, and value per person
- By matter — worked, billed, collected, and outstanding per matter; each row links straight to that matter's Billing tab
See Invoicing and Time Tracking for where these numbers come from.