Budget Chart

A new chart is now available that provides an overview of the full year budget for staff.

Options are available to show fees billed, fees recorded, fees collected, billable hours and non-billable hours for staff members broken down by months in the year. Click here for a short video on setting up staff budgets.

When used on the Firm Dashboard the chart shows the total budget for all staff for the firm, office, department of team, depending upon the scope selected.

The drilldown shows the full year targets broken down by staff member.

When used on the Fee Earner Dashboard the chart provides a handy overview of the users personal set of targets for the year.

The RedView Team