¶ Personal Dashboard
The Personal Dashboard in LawPractica provides each user with a clear, real‑time overview of their daily tasks, billing activity, and financial performance. It is designed to help users stay organized and monitor their productivity at a glance.
¶ 1. Overview of the Personal Dashboard
The Personal Dashboard displays personalized information for the logged‑in user, including:
- Today’s agenda
- Tasks due today
- Calendar events
- Hourly metrics
- Billing metrics
- Financial comparison charts
The dashboard updates automatically based on your activity and assigned work.
¶ 2. Today’s Agenda
This section summarizes what requires your attention today.
¶ Includes:
- Due tasks (e.g., “You have 1 task due today”)
- Calendar events (e.g., “You have no calendar event for today”)
This helps you quickly understand your workload for the day.
¶ 3. Hourly Metrics
The Hourly Metrics panel shows your time‑related performance for:
- Today
- This Month
- This Year
This allows you to track how much billable time you have entered and compare it across different periods.
¶ 4. Billing Metrics
This section summarizes your billing‑related activity, including:
- Total prebills and their amount
- Unpaid bills
- Overdue bills
- Unbilled time & fees
- Unbilled client expenses
Each metric includes a View link to open the related billing list for more details.
¶ 5. Financial Comparison Charts
The dashboard includes visual comparison charts to help you understand your financial performance over time.
¶ Available comparisons:
- Weekly Comparison
- Monthly Comparison
- Yearly Comparison
- Detailed Financial Comparison
These charts help you monitor trends and evaluate productivity and revenue patterns.
¶ 6. Training Mode
A toggle is available to enable Training Mode, which displays charts and graphs using sample data. This is useful for demonstrations or onboarding new staff without exposing real financial information.
