This article describes the GhostPractice® Web Dashboard. 

A Dashboard module has been added for fee earners, showing fee progress against targets.

The module allows fee earners to view their progress for fees recorded against targets. The system caters to both financial and time targets and will use the existing user preference for the Achievement target type. 

To access User Preferences: 

1. Under GhostPractice Application, select the Dashboard menu
2. User Preferences are also displayed on the user's profile via the User's module under the Preferences tab

The screenshot below displays the Fee Earner's Dashboard: 

• This example shows the fee earner’s achievements based on their financial targets

• Financial and time targets are configured in the Users module

  The dashboard will always display the achievement type for the logged-on user.

KPI figures are displayed for different periods: 

• Today

• MTD (month to date)

  MTD will either display postings for the current month or postings for the current period, depending on the firm's reporting preference.

• YTD (year to date)

By default, the KPI calculations are based on the fee earner’s billable and unbillable fees within the respective period.

Use the checkboxes to change the type of transactions that should be used: 

Fee Earner

By default, the logged-in user is the selected Fee Earner: 

To view progress for a subordinate, change the fee earner selection at the top left of the page. 

Dashboard Components 

KPI Dial 

• The dial shows the KPI progress as a percentage

• The green line shows the percentage achieved against the target

  

Bar Graph 

• The bar graph is another representation of fees against target
• The figures on the top left of the bar is fees recorded
• The figure on the top right of the bar is the fee target

• The breakdown of fees (billable and unbillable) displays below the bar

  

Fee Drill Through 

Users have the ability to drill-down on their (or their subordinates) Today and MTD fee Targets.

To drill through:

1. Click the arrow icon on the top of the Today and MTD fee targets
2. A new browser tab will open showing the new Fees view

3. This view lists all fee postings that make up the KPI figures

   

The Fees view is similar to the Transactions module, allowing users to view the transaction detail and edit from this view.

To view detail/edit: 

1. Click on an entry to view additional detail about the transaction
2. If the fee is editable, the “Edit” button will display on the bottom right of the panel
3. Click  the edit button to re-load the fee in edit mode

4. The option to edit a fee is also available via the fees overview screen:

   • Click on the kebab menu of the relevant fee to access the Edit menu item
   • Click Edit