Calculations > Key Performance Indicators (KPIs) > Fee Arrangement Sticker KPIs

Fee Arrangement Sticker

A yellow Fee Arrangement sticker displays on the Matter Performance page, providing a quick preview of the arrangement. Click the arrow on the right of the sticker to expand it. Each fee type —Hourly (fees of a matter depend on number of hours worked) or Non-Hourly—has a sub-type. Specific details display for each sub-type. Review the details below.

Note: The Matter Performance screen will display the fee arrangement sticker details only in the case that a fee arrangement was set up for the relevant matter. If all phases in a matter have the same fee arrangement, the fee arrangement name will be displayed on the sticker. If all phases in a matter have different fee arrangements, the sticker name will be displayed as Multi Fee Type. For more details, refer to the Arrangements section.

Note: The details displayed below for each type and sub-type are out-of-the-box and can be customized.

Standard (Hourly)

The client is charged for each hour that a resource works on the matter.

Field	Description
Avg Rate	Average entered rate for standard hourly. (Sum of billed amount / Sum of worked hours)
Planned Avg Rate	Sum of budget amount / Sum of budget hours
OCG Flags	Total count of arrangement violation rules
Next Billing Date	Billing rules defined in Fee Arrangement
Discount	Bottom of the bill discount + rate discount (standard rate - matter rate)

Fee Cap (Hourly)

The client is charged for each hour that a resource works on the matter but a maximum amount of fees is set. The client will not be billed for an amount in excess of the fee cap.

Field	Description
Above Cap	Above budgeted cap. Billable fees: (Billed amount + WIP amount)
Realization	Fee cap / Billed value at firm standard rate
Margin	(Fee cap - Sum of billed base salary cost - Sum of billed firm overhead) / Fee cap
Fee Cap	The maximum amount of fees that client will be billed. Fee cap amount
Actual Avg/Planned Avg	Average entered rate: Sum of billed amount / Sum of worked hours Planned average: Fee cap amount / Sum of budget hours
OCG Flags	Total count of arrangement violation rules
Next Billing Date	Billing rules defined in Fee Arrangement
Discount	Bottom of the bill discount + rate discount (standard rate - matter rate)

Collar (Hourly)

Hourly rates with a range above and below the budget.

Field	Description
Below Collar	Fees that are below the bottom range limit (bottom collar) of the budget. (Billable fees: Billed amount + WIP amount)
Billed Realization	Sum of billed amount / Sum of value at firm standard rate.
Billed Margin	(Sum of billed amount - Sum of billed base salary cost - Sum of billed firm overheard) / Sum of billed amount
Top Collar	The maximum amount above the budget.
Budget Amount	Total amount budgeted for the matter (i.e., sum of budgeted hours * selected rate applied to the matter).
Bottom Collar	The maximum amount below the budget.
Above Collar Discount	The amount discounted when amount exceeds the top collar of the budget.(Top collar budget percentage)
Below Collar Premium	Bottom collar budget percentage.
Actual Avg/Planned Avg	Average entered rate: Sum of billed amount / Sum of worked hours Planned Average: Collar budget / Sum of budget hours
OCG Flags	Total count of arrangement violation rules
Discount	Bottom of the bill discount + rate discount (standard rate - matter rate)

Recurring Fee Cap (Hourly)

The client is charged for each hour that a resource works on the matter but a maximum amount of fees is set. The client will not be billed for an amount in excess of the fee cap. This is a recurring arrangement, the duration of which depends on the setup in Fee Arrangements.

Field	Description
Above Cap	Above budgeted cap. Billable fees: (Billed amount + WIP amount)
Billed Realization	Recurring fee amount / Billed value at firm standard rate
Billed Margin	(Recurring fee amount - Sum of billed base salary cost - Sum of billed firm overhead) / Recurring fee amount
Fee Cap	The maximum amount of fees that client will be billed. Recurring fee cap amount.
Actual Avg/Planned Avg	Average entered rate: Sum of billed amount / Sum of worked hours Planned average: Collar budget / Sum of budget hours
OCG Flags	Total count of arrangement violation rules
Next Billing Date	The next time client will be billed.
Discount	Bottom of the bill discount + rate discount (standard rate - matter rate)

Partial Contingency - Hourly

The amount charged is dependent on the success of the matter.

Field	Description
Success Amount (KPIs depend on selection in Fee Arrangement)	Success Holdback: Billable amount - ((Billable amount * Success holdback) / 100)
	Success Premium Amount: Billable amount + Success premium amount
	Success Fee Amount: Billable amount + Success fee amount
	Success Premium Percentage: Billable amount + ((Billed amount * Success percentage) /100)
(Success) Realization	Success fee / Sum of billed value at firm standard rate
(Success) Margin	(successFee - (billedCost + billedOverhead)) / successFee) * 100) billed cost : BaseSalaryCost * billedfactor billedcost : FirmOverhead * billedFactor FirmOverhead depends upon Global Setting in Admin. It can be either DepartmentOverhead or OfficeOverhead
Busted (KPIs depend on selection in Fee Arrangement)	Penalty Discount: Billable Amount - ((Billed Amount * Penalty Discount) / 100)
	Penalty Discount Amount: Billable Amount - Penalty discount amount
	Penalty Fee Amount: Billable amount + Penalty fee amount
(Busted) Realization	Busted Fee / Sum of billed value at firm standard rate
(Busted) Margin	Busted Fee / Sum of billed value at firm standard rate
OCG Flags	Total count of arrangement violation rules
Next Billing Date	The next time client will be billed.
Discount	Bottom of the bill discount + rate discount (standard rate - matter rate)

Fixed Fee (Non-Hourly)

Client is charged an agreed upon amount regardless of hours worked.

Field	Description
Revenue Actual vs. Planned	Revenue Actual: Fixed fee amount / Entered hours Planned: Fixed fee amount / Budget hours
Realization	Fixed fee amount/ Billed value at firm standard rate
Margin	(Fixed fee amount - Sum of billed base salary cost - Sum of billed firm overheard) / Fixed fee amount
Fixed Fee	An agreed upon amount the client is charged
Entered Hours	Sum of hours entered for the matter.
Budget Hours	Sum of hours that are budgeted for the matter.
Value at Standard Rate	Sum of Billed value at firm standard rate
OCG Flags	Total count of arrangement violation rules
Discount	Bottom of the bill discount + rate discount (standard rate - matter rate)
Next Billing Date	Billing rules defined in Fee Arrangement

Partial Contingency - Non-Hourly

The amount charged is dependent on the success of the matter.

Field	Description
Success Revenue (KPIs depend on selection in Fee Arrangement)	Success Holdback: Billable amount - ((Billable amount * Success holdback) / 100)
	Success Premium Amount: Billable amount + Success premium amount
	Success Fee Amount: Billable amount + Success fee amount
	Success Premium Percentage: Billable amount + ((Billed amount * Success percentage) /100)
	Revenue per Hour Worked: Success fee - Entered hours Planned as of Today: Success fee / Budgeted hour
	Success Realization: Success fee / Sum of billed value at firm standard rate
	Success Margin: (successFee - (billedCost + billedOverhead)) / successFee) * 100) billed cost : BaseSalaryCost * billedfactor billedcost : FirmOverhead * billedFactor FirmOverhead depends upon Global Setting in Admin. It can be either DepartmentOverhead or OfficeOverhead
Busted (KPIs depend on selection in Fee Arrangement)	Penalty Discount: Billable amount - ((Billed amount * Penalty discount) / 100)
	Penalty Discount Amount: Billable amount - Penalty discount amount
	Penalty Fee Amount: Billable amount + Penalty fee amount
	Realization: Busted fee / Sum of billed value at firm standard rate
	Margin: Busted fee / Sum of billed value at firm standard rate
OCG Flags	Total count of arrangement violation rules
Next Billing Date	Billing rules defined in Fee Arrangement
Discount	Bottom of the bill discount + rate discount (standard rate - matter rate)

Recurring Fixed Amount (Retainer- Non-Hourly)

Client is charged an agreed upon amount regardless of hours worked. This is a recurring arrangement, the duration of which depends on the setup in Fee Arrangements.

Field	Description
This Month	Revenue Per Hour Worked Actual vs. Planned as of Today: Current month collected amount / Current month entered hours
	Planned: Current month budget amount / Current month budget hours
	Realization: Current month collected amount / Current month value of firm at standard rate
	Margin: (Current month collected amount - Current month collected cost - Up to current month collected firm overhead) / Current month collected amount
Year to Month	Revenue per Worked Actual: Collected amount up to current date / Entered hours up to current date Planned as of today: Budget amount up to current date / Budget hours up to current date
	Realization: Up to current date collected amount / Up to current date value of firm at standard rate
	Margin: (Up to current date collectedamount - Up to current date collected cost - Up to current date collected firm overhead) / Up to current date collected amount
OCG Flags	Total count of arrangement violation rules
Discount	Bottom of the bill discount + rate discount (standard rate - matter rate)
Next Billing Date	Billing rules defined in Fee Arrangement

Contingency

The firm's fee is based on a percentage of the amount awarded in the case.

Field	Description
Avg Rate	Sum of billed amount / Sum of worked hours
Planned Avg Rate	Sum of budget amount / Sum of budget hours
OCG Flags	Total count of arrangement violation rules
Next Billing Date	Billing rules defined in Fee Arrangement
Discount	Bottom of the bill discount + rate discount (standard rate - matter rate)