Portal Menus > Matters > Monitor

Matter Monitor

The Matter Monitor report provides thorough performance statistics for a single matter. The report consists of a KPI panel and several tabs that each offer a different view of the matter's performance. Select a Matter and from the drop-down menu, choose Monitor.

The Matter Monitor page is displayed.

To modify the date range for the data displayed, choose a month and year using the drop-down menus at the top of the page (they default to the current month and year) and then make a selection to determine how far back from the selected month and year you would like to pull data. Options are One Month, Whole Year, Last 3 Months, Last 6 Months, Last 12 Months, Last 13 Months, Last 24 Months, Last 36 Months, Current Month, Year to Date, and All Time.

Note: Profit per Partner calculations on left KPI panel are distinguished by time period. However the Profit per Partner calculations on the KPI tab are always displayed for "All Time" period.

A Phase selection field displays directly above the KPI panel. The default view is All Phases; however, if this is a phase-level budget, you can click the drop-down arrow to select a specific phase.

A Task Code Set selection field may display for matters with No Budget if the matter is associated with client and firm task codes. You can select to view task codes for client or firm.

Note: For an already existing Matter with matter level budget and time entry, if a new phase level budget is created and marked as active, the time entries in such a case, will be disassociated from the former matter level budget and associated to the new phase level budget, in the Matter Performance Report.

Key Performance Indicator (KPI) Panel

The table below describes standard KPIs for this screen and does not reflect any customizations that may have been made by a System Administrator. Performance, or time entry performance, pulls information based on hours worked in the specified period. This includes billed and unbilled hours as well as write-down hours that were entered during this time. The source is the TimeMonth table, which is time entry data aggregated by month for each person. No other tables, such as invoice or payment tables, are used.

Section	KPI	KPI Description
Fees	Billed	Fee Amount invoiced to the client.
	Unbilled	Amount of Worked Fees Entered but not yet billed to the client.
	Write-Down(/Up)	Sum of Fees not billed to client (Write-Down) or sum of additional fees billed to client when invoice is issued (Write-Up).
	Billable Fees	Sum (Billed Fees + Unbilled Fees) Tip: You can show / hide the Billable Fees on the KPI Panel for various users. Admin: Permission Group: KPI> View (Total) Billable Fees KPI Monitor Page.
	Entered Amount	Total Entered Hours multiplied by the Value at Matter Rate.
	Value at Firm Standard Rate	Total Entered Hours multiplied by the Value at Firm Standard Rate.
Expenses	Unbilled Internal	Sum (Expenses) of Internal Cost WIP entries.
	Unbilled External	Sum (Expenses) of External Cost WIP entries.
	Total Internal	Sum (Internal Expenses)Firm responsibility
	Total External	Sum (External Expenses)Client responsibility
	Total Expenses	Sum (Internal Expense + External Expense)
	Write-Down/Up Expenses	Sum of Expenses not billed to client (Write-Down) or sum of additional expenses billed to the client when the invoice is issued (Write-Up).
	Fees + Expenses	Sum (Total Fees + Total Expenses)
Note: To view Expenses KPI for a matter, turn on option for Show Expenses in Month, in the Action drop down menu.
Budgeted Fees (Total)	Total Budget	Sum of Budgeted Phase/Task values for the matter or the Sum of Hours multiplied by the Matter Rate (Agreed Rate) for each fee earner.
	Billable for Budget	Sum of all Billed Fee for the work done post the budget start date.
	Total Remaining Fee	Budgeted Fees minus Billable for Budget. Note: This KPI will not be displayed for monthly budget matters, matters budgeted at monthly fixed fee / fee cap, and for matters with recurring budget without a start /end date.
	Excluded Billable	Fees Excluded from the Budget based on the budget start date – if the fees are transacted before the budget start dates or have been manually excluded from budget , will be included within this bucket.
Worked	Realization	The realization for all rates types, except Fixed Fees is calculated as - Entered Fees/ Value at Firm Standard Rate for Hours Entered For Fixed Fee rate type, Realization is calculated as: If the Fixed Fees is more than the Entered Fees - Entered Fees/ Value at Firm Standard Rate for Hours Entered If the Fixed Fees is less than the Entered Fees - Fixed Fees/ Value at Firm Standard Rate for Hours Entered For Phases with Multiple Fee Arrangement (with Higher and Lower Fixed Fees)- Determine the Numerator for each Phase (as shown above, either Fixed Fees or Entered Fees). Select the Numerator from each Phase and add them, to arrive at (Total Numerator) Select the Value at Firm Standard Rate for each Phase and add them, to arrive at (Total Denominator) The Worked Realization for Multiple Phase Arrangement will now be calculated as (Total Numerator / Total Denominator) Tip: You can show / hide the Worked Realization on the KPI Panel for various users. Admin: Permission Group: KPI> View Worked Realization on Matter Performance.
	Leverage	Entered Non Partner Lawyer Hours / Entered Partner Hours Tip: You can show / hide the Worked Leverage on the KPI Panel for various users. Admin: Permission Group: Global> Can View Leverage
	Margin	Entered Amount minus Lawyer Cost/ Entered Amount Tip: You can show / hide the Worked Margin on the KPI Panel for various users. Admin: Permission Group: Matter> View Matter Margin or Admin: Permission Group: Sensitive Datar> View Margin Column.Both these permissions apply to worked margin. Ensure to enable / disable both.
	Profit Per Partner	Margin / Partner FTE Tip: You can show / hide the Profit per Partner KPI on the KPI Panel for various users. Admin: Permission Group: Matter> Role Permission - Can view worked profit per partner
	Revenue Per Lawyer	Entered Amount / Total Lawyer FTE Tip: You can show / hide the Revenue per Lawyer on the KPI Panel for various users. Admin: Permission Group: Matter> Role Permission - Can view worked revenue per lawyer
Billed	Realization	Billed Fee/ Value at Firm Standard Rate associated to the Entered Hours Billed, which includes write down hours. If applicable, the target realization for the matter/phase displays to the right of this KPI in parentheses. Tip: You can show / hide the Billed Realization on the KPI Panel for various users. Admin: Roles>Permission Group: Matter> Can View Accrual Billed Realization.
	Margin	(Billed Fee- Billed Cost) / Billed Fees Note: Billed Cost is the cost of Entered hours billed, which includes write down as well.
	Margin	Tip: You can show / hide the Billed Margin on the KPI Panel for various users. Admin: Roles>Permission Group: KPI> Can View Billed Margin on Matter Monitor.
	Leverage	Entered Hours Billed for Non Partner/ Entered Hours Billed for Partner Note: You can choose to define fee earner classes to be included in numerator and denominator of leverage through Admin: Fee Earner Class> Edit Record
	Leverage	Tip: You can show / hide the Billed Leverage on the KPI Panel for various users. Admin: Roles>Permission Group: Global> Can View Leverage
	Profit Per Partner	Billed Margin / Billed Partner FTE Tip: You can show / hide the Profit per Partner KPI on the KPI Panel for various users. Admin: Permission Group: Matter> Can view billed profit per partner
	Revenue Per Lawyer	Total Billed Fee / Lawyer FTE Tip: You can show / hide the Revenue per Lawyer on the KPI Panel for various users. Admin: Permission Group: Matter> Can view billed revenue per lawyer

For more information about how KPIs are calculated, see Key Performance Indicators. If a fee arrangement was set up for the matter, refer to Fee Arrangement Sticker for more information. For Profit Per Partner KPI calculation, refer to Profit Per Partner KPI section.

Tabs

By Month

For each month included in the report based on the time period selection made, the following information may show in a bar graph:

Tip: Hovering your mouse over the month bars on the graph shows the values for those months.

Value of Time at Matter Rate: Total Entered Hours multiplied by Agreed-Upon Rate for the Matter
Billed Fees: Fee Amount invoiced during this month.
Budgeted Fees: Total Fee Amount budgeted for this month.

Entered Expenses: Total Expenses incurred during this month.
Budgeted Expenses: Total Expenses anticipated for this month according to the budget.

A chart at the bottom of the screen shows the same information, with percentage columns to compare actual fee/expense amounts to the budgeted fees/expenses.

Note: The Budget, and the % Budget column will not be displayed if there is no end date on any phase or spend plan.

Clicking on a month opens the Time Report with the following data:

Note: If you have created a Spend Plan/ Forecast for your budget, you can monitor the Value of Time at Matter Rate amount against the planned spend/forecast for the budget.

In the Matter Properties dialog: Monthly Monitor Mode settings, set the option to Spend or Forecast. The Accrued Fees chart will be updated to compare actual fee/expense amounts against the Spend / Forecast fees/expenses.

Budgeted: Total Fee Amount budgeted for this month.

Billed: Fee Amount invoiced during this month.
Unbilled: Amount of Work Entered but not yet billed.
Remaining: Budgeted Fees minus Billable for Budget
Value at Firm Standard Rate: Entered Hours multiplied by the Standard Rate.
Entered Hours: Number of Hours worked on the matter, as entered by timekeeper(s).
Entered Leverage: Ratio of Non-Partner Entered Hours to Partner Entered Hours during this period.

The chart at the bottom of the Time Report provides the additional data for each timekeeper working on the matter for that specific month:

Entered Hours: Number of Hours Worked on the matter, as entered by the timekeeper.
Rate: Agreed Rate on the matter.
Entered Amount: Entered Hours multiplied by Matter Rate.
Last Time Entry: Calendar date of last entry of time worked on matter.

Clicking on a link to a specific person opens the Time Report window for the timekeeper.

Tip: You can show / hide the Agreed Realization in the Time Report window. Admin: Permission Group: Time Entry> Can view Agreed Realization on Time Entry Report. This permission will also hide the Agreed Realization in the Person Report in the Person tab.

KPI

The KPI tab provides a different visual representation of the figures shown on the KPI panel in the form of a grid.

Tip: You can show / hide the KPI tab for various users. Admin: Permission Group: Global> View Monitor KPI Tab. This permission will also hide the KPI tab in the export report.

Additional information appears on the KPI tab (only the additional details are provided below). An option (radio button) is available to select to view Budgeted or Total KPIs:

Budgeted provides Entered, Billed, WIP, Budgeted, Budgeted- Billed - WIP KPIs for values on the grid below.
Total provides Entered ,Billed and WIP KPIs for values on the grid below.

On the Budgeted-Billed-WIP column, color coding is used to identify issues with budgets (threshold warnings). Colors vary based on the extent to which matters exceed the budget threshold (three levels should be defined in Admin>Global Settings: Level 1: Green, Level 2: Amber, Level 3: Red)

Refer to Profit Per Partner KPIs in the Calculation section.

Section	Details		Description
Fees and Expenses (Total Time): This section provides a summary of the revenue associated to the matter, calculated based on Entered, Billing, WIP, and Budget amounts thereby assessing performance against budget.
Fees and Expenses	Fees - Revenue for legal services provided by your firm.	Entered	SUM (Entered Fee per Time Entry) Entered Fee per Time Entry = Entered Hours Matter Rate for the Resource*
		Billed	SUM (Billed Fee per Time Entry) Billed Fee per Time Entry =Amount Invoiced per Time Entry
		WIP	SUM (WIP Fee per Time Entry) WIP Fee per Time Entry = WIP hours Matter Rate*
		Budgeted	Sum of Fees Budgeted for the Matter or Phase
		Budget - Billed- WIP	Variance of Budget vs. Actual SUM (Budgeted Fee) - SUM (Billed Fee) - SUM (WIP Fee)
	Expenses/ Costs - Disbursements/Costs associated to the matter that can be billed.	Entered	Disbursement Amount Recorded SUM (Entered Expenses)
		Billed	Disbursement Amount Billed. SUM (Billed Expenses)
		WIP	Disbursement Amount Recorded but not Billed. SUM (WIP Expenses)
		Budgeted	Disbursement Amount Budgeted. SUM (Budgeted Expenses)
		Budget-Billed-WIP	Variance of Budget vs. Actual SUM (Budgeted Expenses) - SUM (Billed Expenses) - SUM (WIP Expenses)
	Total (Fees + Expenses)	Entered	SUM (Entered Fees) + SUM (Entered Expenses)
		Billed	SUM (Billed Fees) + SUM (Billed Expenses)
		WIP	SUM (WIP Fees) + SUM (WIP Expenses)
		Budgeted	SUM (Budgeted Fees) + SUM (Budgeted Expenses)
		Budget-Billed-WIP	SUM (Budgeted - Billed - WIP) Fee + SUM (Budgeted - Billed - WIP) Expenses
	Realization	Entered	Entered Amount/ Value at Firm Standard Rate for Hours Entered
		Billed	Billed Fee/ Value of Entered Hours billed at Firm Standard Rate
		WIP	WIP Fee/ Value of WIP Hours at Firm Standard Rate
		Budgeted	Budgeted Fee/ Budgeted Value at Firm Standard Rate
Tip: You can show / hide the Realization for various users. Admin: Permission Group: KPI> View Budget Realization on Matter Budget Report If these permissions are applied, in the exported PowerPoint reports the Realization % will be displayed as N/A in place of the actual values. In the Excel export reports Realization % value will be hidden.
	Value at Firm Standard Rate (VFSR)- Revenue recorded, valued at the individual’s standard rate and aggregated for the various levels displayed within Umbria	Entered	Fees recorded for all Entered hours, valued at the Firm Standard Rate (VFSR) SUM (Entered Hours * VFSR)
		Billed	The original hours associated to the billed transactions valued at the Firm Standard Rate (VFSR). SUM (Entered Hours Billed * VFSR)
		WIP	Entered fees that have not been billed, valued at the Firm Standard Rate (VFSR). *SUM (WIP Hours VFSR)**
		Budgeted	Budget amount, valued at the Firm Standard Rate (VFSR). SUM (Budgeted Hours * VFSR)
	(Average) Avg Rate - the weighted average rate associated with all fee transactions	Entered	Weighted Average Work Rate. SUM(Entered Fees)/SUM(Entered Hours)
		Billed	Weighted Average Billed Rate. SUM(Billed Fees)/SUM(Billed Hours)
		WIP	Weighted Average WIP Rate. SUM (WIP Fees)/SUM(WIP Hours)
		Budgeted	Weighted Average Budget rate. SUM (Budgeted Fees)/SUM(Budgeted Hours)
Profitability Summary (Total Time) - This section provides details on Matter Profitability – using individual cost rates. Umbria calculates various profit figures that help assess financial performance for the Matter or Phase. Tip: You can show / hide the Profitability Summary (Total Time) on the KPI tab for various users. Admin: Permission Group: KPI> View Profitability Summary KPI Monitor Page Note: Fee Cap is a form of hourly fee type, that sets an agreed maximum amount of fees for a matter. For matters with fee cap arrangement, if the fee cap amount (Arrangement Fee) is less than the Estimated Effort, this cap amount is used to derive all profitability calculations. Fixed Fee is a non-hourly fee type which defines a fixed amount of fee, independent of the actual or estimated effort. For matters with fixed fee arrangement, all profitability calculations use the fee amount (Arrangement Fee) to calculate KPIs.
Profitability Summary (Total Time)	Profit Before Partner Share - profit available to distribute among partners. For Non-partner, the number includes compensation and overhead; and for partners, it only includes overhead.	Entered	SUM (Entered Fees) - *SUM(Entered Hours Cost Rate)**
		Billed	SUM(Billed Fees) - *SUM(Entered Hours Billed Cost Rate)**
	Note: Entered Hours Billed includes Billed and Write Down hours by default (when Billed Factor is selected in Global Settings). Alternatively, this could be Billed, Write Down plus WIP Hours which were logged before last time entry date in the most recent Invoice (when Billed Period Factor is selected in Global Settings)
		WIP	SUM(WIP Fees) - *SUM (WIP Hours Cost Rate)**
		Budgeted	SUM (Budgeted Fees) - *SUM (Budget Hours Cost Rate)**
	Tip: You can show / hide the Profit Before Partner Share on the KPI tab for various users. Admin: Permission Group: Matter> View Profit Before Partner Share
	Revenue Per Lawyer (RPL) (Annual) - Average Revenue generated by each lawyer in the firm	Entered	SUM(Entered Fees )/ [SUM(Entered Hours per Lawyer/ Target Hours for that Lawyer)
	Note: When applied at a matter level, RPL represents the average revenue generated by each lawyer, provided all matters in the firm are similarly staffed.
		Billed	SUM(Billed Fees )/ [SUM(Entered Hours Billed per Lawyer /Billed Target Hours for that Lawyer)
	Note: Entered Hours Billed includes Billed and write down hours by default (when Billed Factor is selected in Global Settings). Alternatively, this could be Billed, Write Down plus WIP Hours which were logged before last time entry date in the most recent Invoice (when Billed Period Factor is selected in Global Settings) .
		WIP	SUM(WIP Fees)/ [SUM (WIP Hours per Lawyer / Entered Target Hours for that Lawyer)
		Budgeted	SUM(Budgeted Fees)/ [SUM (Budgeted Hours per Lawyer/ Entered Target Hours for that Lawyer)
	Tip: You can show / hide the Revenue Per Lawyer (Annual) on the KPI tab for various users. Admin: Permission Group: Matter> View Revenue Per Lawyer
	Cost Per Lawyer (CPL)(Annual)- Average cost for a lawyer in the firm	Entered	SUM (Cost )/ [SUM(Entered Hours per Lawyer /Target Hours for that Lawyer)
	Note: When applied at a matter level, CPL represents the average cost per lawyer, provided all matters in the firm are similarly staffed.
	Tip: You can show / hide the CPL on the KPI tab for various users. Admin: Permission Group: Matter> View Cost Per Lawyer
		Billed	SUM (Billed Cost)/ [SUM (Entered Hours Billed per Lawyer /Target Hours for that Lawyer)
	Note: Entered Hours Billed includes Billed and write down hours by default (when Billed Factor is selected in Global Settings). Alternatively, this could be Billed, Write Down plus WIP Hours which were logged before last time entry date in the most recent Invoice (when Billed Period Factor is selected in Global Settings).
		WIP	SUM (WIP Costs)/ [SUM (WIP Hours per Lawyer /Target Hours for that Lawyer )
		Budgeted	SUM (Budgeted Costs)/ [SUM(Budgeted Hours per Lawyer /Target Hours for that Lawyer)
	Margin %	Entered	(Entered Amount- [Cost-Entered]/ Entered Amount
		Billed	(Billed Fees- [Cost-Billed])/ Billed Fee
		WIP	(WIP Fees- [Cost-WIP])/ WIP Fees
		Budgeted	(Budgeted Fees- [Cost-Budgeted])/ Budgeted Fees
	Tip: You can show / hide the Margin % on the KPI tab for various users. Admin: Roles>Permission Group: Matter> View Matter Margin.
	Note: If you apply this permission, in the exported PowerPoint reports the Margin % values will be displayed as N/A in place of the actual values. In the Excel reports this value will be hidden.
	Profit Per Partner - This is a financial metric to measure the firm’s financial health, more specifically the partner’s financial health.	Entered	Profit before Partner Share/ [SUM(Entered Hours per Partner /Target Hours for that Partner)]
	Tip: Profits per Partner is calculated by dividing a firm's gross revenue (after costs) by the number of the firm's equity partners, to give a number that represents the amount of compensation each lawyer would be paid (if profits were distributed equally). When applied at a matter level, it represents the average compensation that would be paid to each partner.
	Tip: You can show / hide the PPP on the KPI tab for various users. Admin: Permission Group: Matter> View Profit Per Partner
		Billed	Profit before Partner Share / [SUM(Entered Hours Billed per Partner /Target Hours for that Partner)]
	Note: Entered Hours Billed includes Billed and Write Down hours by default (when Billed Factor is selected in Global Settings). Alternatively, this could be Billed, Write Down plus WIP Hours which were logged before last time entry date in the most recent Invoice (when Billed Period Factor is selected in Global Settings).
		WIP	Profit before Partner Share / [SUM (WIP Hours per Partner /Target Hours for that Partner)]
		Budgeted	Profit before Partner Share / [SUM(Budget Hours per Partner /Target Hours for that Partner)]
	Tip: You can show / hide the Profit Per Partner KPI on the KPI tab for various users. Admin: Roles>Permission Group: Matter> Can view PPP in Matter Performance page
	Cost - Total direct costs and overhead costs associated with the matter	Entered	*SUM (Entered Hours Cost Rate)**
		Billed	*SUM (Entered Hours Billed Cost Rate)**
	Note: Entered Hours Billed includes Billed and write down hours by default (when Billed Factor is selected in Global Settings). Alternatively, this could be Billed, Write Down plus WIP Hours which were logged before last time entry date in the most recent Invoice (when Billed Period Factor is selected in Global Settings).
		WIP	*SUM (WIP Hours Cost Rate)**
		Budgeted	*SUM (Budgeted Hours Cost Rate)**
	Total Lawyer / Partner- Ratio of total Lawyers and Partner working on a matter	Entered	Lawyer Entered Hours / Partner Entered Hours
		Billed	Lawyer Entered Hours Billed/ Partner Entered Hours Billed
	Note: Billed numbers include WIP transactions whose work date is less than the max work date on the latest invoice. "Bill Period Factor" field in the database, flags transactions that should be included within the calculation.
		WIP	Lawyer WIP Hours/ Partner WIP Hours
		Budgeted	Lawyer Budgeted Hours/ Partner Budgeted Hours
	Tip: You can show / hide the Total Lawyer/ Partner ratio on the KPI tab for various users. Admin: Permission Group: Matter> View Total Lawyer / Partner
	(Non-Partner Lawyer)NPL : Partner Ratio -	Entered	NPL Entered Hours/ Partner Entered Hours
		Billed	NPL Entered Hours Billed/ Partner Entered Hours Billed
	Note: Entered Hours Billed includes Billed and write down hours by default (when Billed Factor is selected in Global Settings). Alternatively, this could be Billed, Write Down plus WIP Hours which were logged before last time entry date in the most recent Invoice (when Billed Period Factor is selected in Global Settings).
		WIP	NPL WIP Hours/ Partner WIP Hours
		Budgeted	NPL Budgeted Hours/ Partner Budgeted Hours
	(Non Partner Lawyer Fee Earner)NPLFE : Partner Ratio	Entered	NPLFE Entered Hours/ Partner Entered Hours
		Billed	NPLFE Entered Hours Billed/ Partner Entered Hours Billed
	Note: Entered Hours Billed includes Billed and write down hours by default (when Billed Factor is selected in Global Settings). Alternatively, this could be Billed, Write Down plus WIP Hours which were logged before last time entry date in the most recent Invoice (when Billed Period Factor is selected in Global Settings).
		WIP	NPLFE WIP Hours/ Partner WIP Hours
		Budgeted	NPLFE Budgeted Hours/ Partner Budgeted Hours
	Tip: You can show / hide the NPLFE: Partner ratio on the KPI tab for various users. Admin: Permission Group: Matter> View NPLFE: Partner Ratio
Staffing Summary (Total Time): This section provides details about the staffing associated with a matter, allocating FTEs as a fraction of target hours. These measures are used within the profitability section to calculate Profit per Partner (PPP), Revenue per Lawyer (RPL), and Cost per Lawyer.
Staffing Summary (Total Time):	Leverage - is the ratio of Non-Partner hours to Partner hours	Entered	SUM(Entered Hours for Non-Partners)/ SUM (Entered Hours for Partner)
		Billed	SUM(Entered Hours Billed for Non-Partners)/ SUM (Entered Hours Billed for Partner)
	Note: Entered Hours Billed includes Billed and write down hours by default (when Billed Factor is selected in Global Settings). Alternatively, this could be Billed, Write Down plus WIP Hours which were logged before last time entry date in the most recent Invoice (when Billed Period Factor is selected in Global Settings).
		WIP	SUM (WIP Hours for Non-Partners)/ SUM(WIP Hours for Partner)
		Budgeted	SUM (Budgeted Hours for Non-Partners)/ SUM (Budgeted Hours for Partner)
	Equity Partner FTEs-Equity Partner FTE contribution on a matter or phase	Entered	SUM (Entered Hours per Equity Partner)/ Annual Target Hours for that Equity Partner
		Billed	SUM (Entered Hours Billed per Equity Partner)/ Annual Target Hours for that Equity Partner
		WIP	SUM (WIP Hours per Equity Partner)/ Annual Target Hours for that Equity Partner
		Budgeted	SUM (Budgeted Hours per Equity Partner)/ Annual Target Hours for that Equity Partner
	Partner FTEs - Partner FTE contribution on a matter or phase	Entered	SUM (Entered Hours per Partner)/ Annual Target Hours for that Partner
		Billed	SUM (Entered Hours Billed per Partner)/ Annual Target Hours for that Partner
		WIP	SUM (WIP Hours per Partner)/ Annual Target Hours for that Partner
		Budgeted	SUM (Budgeted Hours per Partner)/ Annual Target Hours for that Partner
	Tip: You can show / hide the Partner FTEs on the KPI tab for various users. Admin: Permission Group: Matter> View Partner FTEs
	Other Lawyer FTEs- Non-Partner Lawyer FTE contribution on a matter or phase	Entered	SUM (Entered Hours per Other Lawyer)/ Annual Target Hours for that Other Lawyer
		Billed	SUM ( Entered Hours Billed per Other Lawyer)/ Annual Target Hours for that Other Lawyer
		WIP	SUM (WIP Hours per Other Lawyer)/ Annual Target hours for that Other Lawyers
		Budgeted	SUM (Budgeted Hours per Other Lawyer)/ Annual Target hours for that Other Lawyers
	Tip: You can show / hide the Other Lawyer FTEs on the KPI tab for various users. Admin: Permission Group: Matter> View Other Lawyer FTEs
	Total Lawyer FTEs - Sum of FTE contribution associated to all fee earner classes that are flagged as lawyers	Entered	Total (Entered Partner FTE) + Total (Entered Other Lawyer FTE)
		Billed	Total (Billed Partner FTE) + Total (Billed Other Lawyer FTE)
		WIP	Total (WIP Partner FTE) + Total (WIP Other Lawyer FTE)
		Budgeted	Total (Budgeted Partner FTE) + Total (Budgeted Other Lawyer FTE)
	Tip: You can show / hide the Total Lawyer FTEs on the KPI tab for various users. Admin: Permission Group: Matter> View Total Lawyer FTEs
	Other Fee Earner FTEs - Sum of FTE contribution for titles that are not flagged as lawyer	Entered	SUM (Entered Hours per Non-Lawyer)/ Annual Target Hours for that Non-Lawyer
		Billed	SUM (Entered Hours Billed per Non-Lawyer)/ Annual Target Hours for that Non-Lawyer
		WIP	SUM (WIP Hours per Non-Lawyer )/ Annual Target Hours for that Non-Lawyer
		Budgeted	SUM (Budgeted Hours per Non-Lawyer)/ Annual Target Hours for that Non-Lawyer
	Tip: You can show / hide the Other Fee Earner FTEs on the KPI tab for various users. Admin: Permission Group: Matter> View Other Fee Earners FTEs
	Total FTEs - Sum of FTE contributions	Entered	Total (Entered Lawyer FTEs) + Total (Entered Other Lawyer FTEs)
		Billed	Total (Billed Lawyer FTEs) + Total (Other Fee Earners FTEs)
		WIP	Total (WIP Lawyer FTEs) + Total (Other Fee Earners FTEs)
		Budgeted	Total (Budgeted Lawyer FTEs) + Total (Other Fee Earners FTEs)
	% Partner Hours	Entered	SUM (Partner Entered Hours) /SUM(Entered Hours)
		Billed	SUM (Partner Entered Hours Billed) /SUM(Entered Hours Billed)
		Budgeted	SUM (Partner Budgeted Hours) /SUM (Budgeted Hours)
Hours (Total Time):This section details the total Entered, WIP, Billed, and Budgeted hours for a matter.
Hours (Total Time)	Hours for Matter	Entered	Total Hours Recorded on a matter.
		Billed	Total Hours Billed on a matter.
		WIP	Total Hours Recorded on a matter that have not been Billed.
		Budgeted	Total Hours Budgeted on a matter.
		Budget-Billed-WIP	SUM (Budget Hours)- SUM(Billed Hours)- SUM (WIP Hours)
	Write-Down Hours	Entered	SUM (Total Entered Written Down Hours)
	Non-Billable Hours	Entered	SUM(Total Entered Non Billable hours)
Excluded from Budget (Total Time): The section details the fees and costs that are excluded from the analysis. Time (Fees) excluded is determined based on start date of the budget and manual exclusion of time entry. If the entered hours is before the start date , it will be excluded from the analysis. For Budget, these are transactions flagged as excluded during the budgeting process.
Excluded from Budget (Total Time)	Excluded Fees	Entered	SUM (Entered Fee) entered prior to the Budget start date
		Billed	SUM (Billed Fee) entered prior to the Budget start date
		WIP	SUM (WIP Fee) entered prior to the Budget start date
	Excluded Expenses	Entered	SUM (Entered Expense) entered prior to the Budget start date
		Billed	SUM (Billed Expense) entered prior to the Budget start date
		WIP	SUM (WIP Expense) entered prior to the Budget start date
	Total Excluded	Entered	SUM (Excluded Entered Fee + Excluded Entered Expenses)
		Billed	SUM (Excluded Billed Fee + Excluded Billed Expenses)
		WIP	SUM (Excluded WIP Fee + Excluded WIP Expenses)

Profitability Details

Click the bulb on the top right corner of the KPI table, to view the Profitability Details.

Tab	Description
Data	Displays all the time entries, as entered by the time keeper. (Source -TimeMonth table (time entry data aggregated by month per person/ per matter/ per department/ per office). Mouse hover on the KPI's, displays the values used for calculations. Note: The Target Hours column (source GLTarget table) in the Data tab, will pick only those target hours that are in the date range of the time-entries. If the date range is not available, it will pick the latest target hours for calculation.
Budget	Displays the total Budgeted Fees and Budgeted hours (source- MatterPhase table (budgeted hours entered per phase) and the MatterPhaseBudgetItem table (budgeted hours entered per person per phase).
Formula	Displays the formula used for profitability calculations.

Tip: You can show / hide the light bulb icon for various users. Admin: Permission Group: Matter> View Profitability KPI tab detail.

By Phase

On the By Phase tab, you can opt to view only Fee information, only Hours information, or to view All. If viewing All, the chart lists the following information for each phase.

Field	Description
Phase	Name of the Phase.
Fees	Sum of Entered Fees for this phase.
Budgeted Fees	Total Fees Budgeted for this phase.
Variance	Budgeted Fees minus Billable Fees.
% Used	(Billable Fees) / (Budgeted Fees).
Billable Hours	Entered Hours for this phase.
Budgeted Hours	Total Number of Hours Budgeted for this phase.
Variance	Budgeted Hours minus Billable Hours.
% Used	(Billable Hours) / (Budgeted Hours).
Entered Expenses	Total Expenses Entered for this phase.
Budgeted Expenses	Total Expenses Budgeted for this phase.
Variance	Budgeted Expenses minus Entered Expenses.
% Used	(Entered Expenses) / (Budgeted Expenses).

By Phase Detailed

The By Phase Detailed tab is similar to the By Phase tab but shows information for each individual timekeeper for each phase. You can opt to view only Fee information, to view only Hours information, or to view All. If viewing All, the chart lists the following information for each timekeeper for each phase.

Field	Description
Timekeeper	Name of the Timekeeper.
Last Time Entry	Date that the most recent entry was made for this timekeeper in this phase.
Billable Fees	Entered Fees for this timekeeper in this phase, excluding the write down amount.
Budgeted Fees	Total Fees Budgeted for this timekeeper for this phase.
Variance	Budgeted Fees minus Billable Fees.
% of Budget	(Billable Fees) / (Budgeted Fees).
Billable Hours	Entered Hours for this timekeeper in this phase.
Budgeted Hours	Total number of Hours Budgeted for this timekeeper for this phase, excluding the write down hours
Variance	Budgeted Hours minus Billable Hours.
% of budget	(Billable Hours) / (Budgeted Hours)

By Task Code

On the By Task Code tab, you can opt to view only Fee information, to view only Hours information, or to view All. If viewing All, the chart lists the following information for each task code.

Field	Description
Task Code	Name of the Task Code.
Last Time Entry	Date of the most recent time entry associated to this task code.
Billable Fees	Entered Fees for this Task Code, excluding the write down amount.
Budgeted Fees	Total Fees Budgeted for this Task Code.
Variance	Budgeted Fees minus Billable Fees.
% of Budget	(Billable Fees) / (Budgeted Fees).
Billable Hours	Entered Hours for this Task Code.
Budgeted Hours	Total Number of Hours Budgeted for this Task Code.
Variance	Budgeted Hours minus Billable Hours.
% of Budget	(Billable Hours) / (Budgeted Hours).

By Task Code Detailed

The By Task Code Detailed tab is similar to the By Task Code tab but shows information for each individual timekeeper for each task code. You can opt to view only Fee information, to view only Hours information, or to view All. If viewing All, the chart lists the following information for each timekeeper for each task code.

Field	Description
Timekeeper	Name of the Timekeeper.
Last Time Entry	Date that the most recent entry was made for this timekeeper for this task code.
Billable Fees	Entered Fees for this timekeeper for this task code, excluding the write downs.
Budgeted Fees	Total Fees Budgeted for this timekeeper for this task code.
Variance	Budgeted Fees minus Billable Fees.
% of Budget	(Billable Fees) / (Budgeted Fees).
Billable Hours	Entered Hours for this timekeeper for this task code.
Budgeted Hours	Total Number of Hours Budgeted for this timekeeper for this task code.
Variance	Budgeted Hours minus Billable Hours.
% of budget	(Billable Hours) / (Budgeted Hours).

Person

On the Person tab, you can choose to view Amount, Hours, or Budgeted information associated to a timekeeper. In the lower left corner of the screen, you can also opt to view the All time – Total - or select just a single month.

A stacked bar graph shows the total amount or the total hours for each timekeeper, broken down into WIP, Billed, and Write-Down subtotals. A chart below the graph provides the same information.

From the chart, clicking on a link to a specific person opens the Person Report window, which provides specific data regarding the timekeeper /matter:

Field		Description
Timekeeper name, Fee Earner Class, Fee Earner Category, Department		Name of the Timekeeper, Fee Earner Class, Fee Earner Category, and Department.
Rates	Firm Standard Rate	Hourly Rate based on the Firm Standard Rate Card for the matter currency.
	Value at Firm Standard Rate	Entered Hours multiplied by the Firm Standard Rate.
	Agreed	Rate agreed for the matter transactions.
	Agreed Realization	Value At Matter Rate / Value At Firm Standard Rate Tip: You can show / hide the Agreed Realization in the Person Report window. Admin: Permission Group: Time Entry> Can view Agreed Realization on Time Entry Report. This permission will also hide the Agreed Realization in the Time Report in the By Month tab.
	Billed Average Rate	Total Billed Fees/ Billed Hours
	Billed Realization	Billed Fees / Value At Firm Standard Rate
	Billed Hours	Entered Hours that have been billed to the client.
	Unbilled Hours	Sum (WIP Hours +Entered Hours) that have not been billed
	Write-Down Hours	Sum (Entered Hours) removed from matter prior to billing or during the billing process
	Entered Hours	Hours Entered for this matter
	Value of Time at Matter Rate	Total Entered Hours multiplied by Agreed-upon Rate for the Matter.
	Matter Rate with Additional Discount	Provided when an additional discount is applied to the Exception /Matter Rate Card.

Additional information is provided on the grid:

Field	Description
Timekeeper	Clicking the month opens the monthly Time Report. Select Prev to return to the Person Report.
Billed Hours	Entered Hours Billed to the client
Write-Down Hours	Total Entered Hours reduced during billing
WIP Hours	Total Billable Hours Entered but not Billed
Total Billable Hours	Entered Hours-Write Down Hours

Hours

Two donut graphs display on the Hours tab. For the graph on the left, select By Fee Earner Class to see a breakdown of billable amount earned by each class of timekeeper during the report time period. Select By Leverage if you simply wish to see the billable total entered by non-Partners vs. the billable total entered by Partners. Below the graph, you can see the total number of Billable Hours, the Billable Amount, and the Billable Rate (Billable Amount / Billable Hours) for each fee class (or for non-Partners and for Partners), as well as the percentage of the billable total that each entity comprises.

The graph on the left shows distribution of billable hours by each individual timekeeper. A chart below the graph shows each timekeeper's Billable Hours, Billable Amount, Billable Rate, and percentage of the total amount that the timekeeper represents.

Field	Label	Description
Fee Earner Class	Hours by Fee Class	Fee Class Name. Clicking on a link to a specific title opens the Person Report window.
Person	Hours by Person	Name of the Timekeeper. Clicking on a link to a specific title opens the Person Report window.
Rates	Firm Standard Rate	Hourly Rate based on the Firm Standard Rate Card for the matter currency.
	Value at Firm Standard Rate	Entered Hours multiplied by Firm Standard Rate.
	Agreed	Rate Agreed for the matter transaction.
	Agreed Realization	Value At Matter Rate / Value At Firm Standard Rate
	Billed Average Rate	Billed Fees / Billed Hours
	Billed Realization	Billed Fees / Value At Firm Standard Rate
	Billed Hours	Entered Hours that have been billed to the client.
	Unbilled Hours	Sum (WIP Hours). Entered Hours that have not been billed.
	Write-Down Hours	Sum of Entered Hours removed from matter prior to billing or during the billing process.
	Entered Hours	Hours Entered for this matter
	Value of Time at Matter Rate	Total Hours Worked multiplied by Agreed-upon Rate for the matter.

Additional information is provided on the grid:

Field	Description
Billable Hours	Entered Hours
Billable Amount	Entered Fees
% of Total	Total Entered Hours / Entered Hours per timekeeper
Billable Rate	Billable Amount / Billable Hours

Budget

The Budget tab displays only if the matter you are currently viewing has a budget.

At the top of the screen, a line graph shows three separate lines. One indicates the expected rate of budget completion (from 0-100% of the budget amount) based on the budget. A second shows the rate of budget completion based on actual fee accrual. A third shows the rate at which phases are being completed.

Tip: You can show / hide the budget completion value on the chart for various users. Admin: Permission Group: Budget >View Completion On Chart.

Click the Edit Budget button to manage/ edit the budget associated with the Matter. You will be directed to the Matter Planning page.

Below the graph, you can see the budget's start date as well as the total amount anticipated for the budget.

Additional information is provided on the grid:

Field	Description
Resources	Name of the Timekeeper
Budgeted Hours	Budget Hours
Hourly Rate	Agreed Rate for the matter.
Budgeted Fees	Total Fee Budgeted for a matter
Profit Margin	(Budgeted Revenue - Total Cost)/ Value at Firm Standard Rate
Realization	(Budgeted Revenue) / (Value at Firm Standard Rate)

Tip: You can show / hide the Profit Margin column for various users. Admin: Permission Group: Sensitive Data> View Budget Resource's Margin Column. These permissions will also hide the details from the export report.

Tip: You can show / hide the Matter Monitor Module for various users. Admin: Global Settings: Modules>Modules Visibility.