One of key objectives of RedView Acuity is to make management information available to users quickly and easily, all in the one place.
Recognising that professional staff spend a good deal of their time in Outlook, Acuity now provides the ability to access a mini dashboard of key information with a single click of a button on the Outlook ribbon.
This means you can now you can keep an eye on important business metrics from the same place as you manage your emails and calendar.
The mini dashboard provides a cross section of KPIs including new matters, billable and non-billable hours, fees recorded, billed and collected. Additionally, you can quickly and easily change the period displayed from current month and year, to the previous month balances. As well as current balances for debtors, unbilled fees and unbilled disbursements are provided.
The built in, role based security works the same way as Acuity access via the web portal and allows leaders to review the KPIs for the whole firm, their practice group/department or team – right down to individual fee earners.
If the user has fee earner level access only then only their personal KPIs are displayed.
Click here for an overview of how it all works.
Installation is simple by following the guide here.
Note that you will need your user id, password and firm id to register. Get in touch with your RedView system administrator if you are unsure of your firm ID.
The RedView Team