Dashboards and Widgets

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TeamConnect Business Intelligence provides a number of starter dashboards that can be configured to meet your specific needs, as they may not work with your system without customization and you may need to remap certain fields depending on your data model.

For more information on how to import starter dashboards, refer to TCBI - Dashboards.

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To identify whether your TeamConnect environment requires the TC Essentials vs. TC Enterprises template set, navigate to Admin Tab > Admin Settings Object > About > Check the Installed Product.

The following table provides the starter dashboard (.dash) files for download. Click the link to download the starter dashboards:

Product	Download Starter Dashboards	Description	Version Compatibility
TeamConnect Enterprise	TCBI_TC_Enterprise_Dashboards.zip	These dashboards provide comprehensive, data-driven insights across various aspects of legal and financial management, enabling organizations to make informed, strategic decisions. They help optimize budget tracking, improve vendor and matter management, enhance workload distribution, and ensure alignment with diversity and inclusion goals. By offering real-time visibility into key metrics, these dashboards drive efficiency, cost savings, and better decision-making across legal operations.	TCBI 6.3+
LegalHold	TCBI_LH_Dashboards.zip	These dashboards offer a comprehensive view of legal hold management, enhancing tracking, compliance, and decision-making. By providing insights into active holds, responsible attorneys, non-respondent custodians, and aging holds, they help prioritize actions, improve accountability, and ensure timely resolution, ultimately streamlining the legal hold process and strengthening organizational compliance	TCE7.0+ TCBI 7.0+ LH Integration 2.0+ LegalHold 2.5.3+
InvoiceIQ Dashboards	TCBI_IIQ_Dashboards.zip	These dashboards help users by providing valuable insights into law firm performance, financial decisions, and risk assessments. They allow for efficient tracking of budget adherence, identification of potential savings, performance comparisons across firms, and monitoring of diversity goals. The dashboards streamline decision-making, improve cost management, and minimize human intervention, all while offering tailored views based on firm-specific data and InvoiceIQ metrics.	TCE 6.3.5 TCBI 6.3.0 InvoiceIQ 1.1

Product

Download Starter Dashboards

Description

Version Compatibility

TeamConnect Enterprise

TCBI_TC_Enterprise_Dashboards.zip

These dashboards provide comprehensive, data-driven insights across various aspects of legal and financial management, enabling organizations to make informed, strategic decisions.

They help optimize budget tracking, improve vendor and matter management, enhance workload distribution, and ensure alignment with diversity and inclusion goals. By offering real-time visibility into key metrics, these dashboards drive efficiency, cost savings, and better decision-making across legal operations.

TCBI 6.3+

LegalHold

TCBI_LH_Dashboards.zip

These dashboards offer a comprehensive view of legal hold management, enhancing tracking, compliance, and decision-making.

By providing insights into active holds, responsible attorneys, non-respondent custodians, and aging holds, they help prioritize actions, improve accountability, and ensure timely resolution, ultimately streamlining the legal hold process and strengthening organizational compliance

TCE7.0+
TCBI 7.0+
LH Integration 2.0+
LegalHold 2.5.3+

InvoiceIQ Dashboards

TCBI_IIQ_Dashboards.zip

These dashboards help users by providing valuable insights into law firm performance, financial decisions, and risk assessments.

They allow for efficient tracking of budget adherence, identification of potential savings, performance comparisons across firms, and monitoring of diversity goals. The dashboards streamline decision-making, improve cost management, and minimize human intervention, all while offering tailored views based on firm-specific data and InvoiceIQ metrics.

TCE 6.3.5
TCBI 6.3.0
InvoiceIQ 1.1

The following table provides links to detailed documentation for the various components referenced in this article/topic.

Dashboards and Widgets	Components	Description
InvoiceIQ Starter Dashboards	InvoiceIQ - Assistant General Counsel Dashboard	This page provides an overview of the Assistant General Counsel InvoiceIQ starter dashboard, which highlights matter budget performance, invoice compliance, and spending insights to support financial decision-making.
	InvoiceIQ - General Counsel Dashboard	This page provides an overview of the General Counsel InvoiceIQ starter dashboard, offering insights into matter budget performance, law firm compliance, and financial adjustments to support strategic decision-making.
	InvoiceIQ - MitraCodes Summary Dashboard	This page provides a brief overview of the MitraCodes summary dashboard, which offers users quick access to key metrics through visual widgets.
	InvoiceIQ - Vendor Comparative Dashboard	This page provides an overview of the Vendor Comparative and Diversity Comparison dashboards, which display law firm performance and diversity metrics using InvoiceIQ widgets to support benchmarking and goal tracking.
	InvoiceIQ- Enhanced Vendor Performance Dashboards	This page provides an overview of the Enhanced Vendor Performance Dashboard, which displays InvoiceIQ metrics for a specific law firm using widgets and is embedded within the contact record for firm-specific insights.
Starter Dashboards	Diversity, Equity, & Inclusion Starter Dashboard	This page provides an overview of the Diversity, Equity, & Inclusion (DEI) dashboard, which visualizes spend percentages in relation to DEI metrics using graphs and charts for quick insights.
	General Counsel Starter Dashboard	This page provides an overview of the General Counsel starter dashboard, which displays budget performance, spend trends, and key matters to support financial decisions and risk assessments.
	Litigation Starter Dashboard	This page provides an overview of the Litigation starter dashboard, which offers insights into open litigation work, supporting decision-making based on the workload of litigation attorneys and practice leads.
	Matter Financials Starter Dashboard	This page provides an overview of the Matter Financials starter dashboard, which helps attorneys monitor a matter's performance against its budget. It supports decision-making by displaying budget vs. actual spend, pending/accrual spend, and historical budget adherence.
	Matter Invoices Breakdown Starter Dashboard	This page provides an overview of the Matter Invoices Breakdown starter dashboard, which offers insights into invoice totals by vendor, fees by top timekeepers, and expenses broken down by invoice code. It helps identify potential savings by providing visibility into spending patterns.
	Matter Spend Analytics Dashboard	This page provides an overview of the Matter Spend Analytics dashboard, which offers detailed spend insights, helping you make informed decisions about the remaining budget for your matters.
	Matter Starter Dashboard	This page provides an overview of the Matter Starter Dashboard, which displays the overall workload and supports operational decision-making. It offers insights into open matters by various criteria and shows the trend of incoming work over the past 12 months, helping to balance matter workload effectively.
	Spend Summary Starter Dashboard	The Spend Summary starter dashboard provides visibility into the company’s outside spend, showing trends over specific time periods (last year, this year to date, last 90 days) to help identify and manage potential risks. Ideal for the Invoice Home Page.
	Vendor Relationship Starter Dashboard	The Vendor Relationship dashboard offers an overview of a vendor’s performance and relationship across assigned matters. It is designed to be embedded within an individual vendor contact record upon import.
Widgets	Add a timestamp to widgets that shows the lastest ecube refresh	This page explains how to add a timestamp to widgets to show the last successful eCube refresh time, helping users confirm data recency.
Widgets	View Currency Exchange Rate on non-posted Invoices	This page explains how to configure a widget that displays currency exchange rates for invoices that have not yet been posted in TeamConnect.