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General Counsel Starter Dashboard

TeamConnect Business Intelligence provides a number of starter dashboards. These dashboards 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.

The minimum version that supports this starter dashboard is TCBI 6.2.0 

Introduction 

The General Counsel starter dashboard shows how individual matters are performing against the budget overall and is ideal for the Main home page. It support day-to-day business decisions, risk assessments, and “course corrections” based on financial data by showing how we are performing to budget (on budgeted matters) as well as showing overall spend trends by matter type and vendors, and finally by highlighting significant (high-priority) matters.
General Counsel_Sample_Dashboard.png

The General Counsel dashboard provides general counsel users with a quick overview of spend by matter type and vendor, and high priority matters and includes the following widgets: 

Budget vs Spend by Matter type displays the sum of all budgets broken down by matter type, as compared to spend. This report only includes data for matters that have matter-specific budgets, and includes data for all fiscal years as selected in the Filters section.

General Counsel_Budget_vs_Spend.png

 

Spend Trend by Matter Type shows spend by month, over a period of time, broken down by matter type. This report includes data for all fiscal years as selected in the Filters section.
General Counsel_Spend_Trend_Matter.png
 

Top 10 Vendor Budget vs Spend shows the sum of all budgets broken down by vendor, as compared to spend. This report shows the top 10 vendors according to amount of spend. Use the filters on the right to set a time period.

General Counsel_Top_10_Vendor_Chart.png

Top 10 Vendor Spend Trend shows spend by month, over a period of time, broken down by vendor for the top 10 with highest spend. This report includes data for all fiscal years as selected in the Filters section.
General Counsel_Top_10_Vendor_Graph.png

High Priority Matters shows a list of all opened or reopened matters, grouped by Main Assignee, where the matter priority has been set to High.

General Counsel_High_Priority_Matter.png

Detailed Specification

Widget Name Description Type Parameters Obeys dashboard filters Design
Essentials
(EaB)
Enterprise (Legal/FM)
Budget vs spend by matter type

For Essentials:
Sum of all budgets broken down by matter type, as compared to spend. Report only includes data for matters that have matter-specific budgets. Includes data for all fiscal years as selected in the Filters section.

For Enterprise:
Sum of all budgets broken down by dispute category, as compared to spend. Report only includes data for disputes that have dispute-specific budgets. Includes data for all fiscal years as selected in the Filters section.

Bar

Category: Matter.Matter Default Category (renamed to Matter Type)

Values:Account budget and spend.Account Total Budget Allocated (renamed to Budget)

Account budget and spend.Account Total Spend (renamed to Total Spend)

Widget Filters: Account Total Budget Allocated > 0

Category: Dispute.Dispute Default Category

Values:Account budget and spend.Account Total Budget Allocated (renamed to Budget)

Account budget and spend.Account Total Spend (renamed to Total Spend)

Widget Filters: Account Total Budget Allocated > 0
Yes

Bar type: classic

Legend: bottom

X-axis: grid lines and labels

Y-axis: grid lines and labels
Spend Trend by Matter Type Shows spend by month, over a period of time, broken down by matter/dispute type. Includes data for all fiscal years as selected in the Filters section. Line

X-Axis: Months in account.account period start on

Values: Account budget and spend.Account Total Spend

Break by: matter.matter default category

X-Axis: Months in account budget and spend.account period start on

Values: Account budget and spend.Account Total Spend

Break by: dispute.dispute default category
Yes

Line type: straight, bold

Legend: bottom

X-axis: grid lines and labels

Y-axis: grid lines and labels
Top 10 vendor budget vs. spend Sum of all budgets broken down by vendor, as compared to spend. Shows top 10 vendors according to amount of spend. Use the filters on the right to set the time period. Column

Category: account.account vendor

Values:

Account budget and spend.Account Total Budget Allocated (renamed to Budget)

Account budget and spend.Account Total Spend (renamed to Total Spend); Ranking by top 10 (this shows as a widget filter); order descending

Widget Filters: Account Total Budget Allocated > 0; Account Total Spend Top 10 by ranking

Category: account.account vendor

Values:

Account budget and spend.Account Total Budget Allocated (renamed to Budget)

Account budget and spend.Account Total Spend (renamed to Total Spend); Ranking by top 10 (this shows as a widget filter); order descending

Widget Filters: Account Total Budget Allocated > 0; Account Total Spend Top 10 by ranking; Account vendor to filter out N/A
Yes

Bar type: classic

Legend: bottom

X-axis: grid lines and labels

Y-axis: grid lines and labels
Top 10 vendor spend trend Shows spend by month, over a period of time, broken down by vendor for the top 10 with highest spend. Includes data for all fiscal years as selected in the Filters section. Line

X-Axis: Months in account.account period start on

Values: Account budget and spend.Account Total Spend

Break by: account.account vendor; ranking by top 10 according to total spend (this shows as a widget filter)

X-Axis: Months in account budget and spend.account period start on

Values: Account budget and spend.Account Total Spend

Break by: account.account vendor; ranking by top 10 according to total spend (this shows as a widget filter)

Widget filters: Account vendor to filter out N/A
Yes

Line type: straight, bold

Legend: bottom

X-axis: grid lines and labels

Y-axis: grid lines and labels

High Priority (by assignee)

For Essentials:
A list of all opened or reopened matters, grouped by Main Assignee, where the matter priority has been set to High. This widget does not comply with filters on this page. Users may drill into the matter by clicking on the Matter Name hyperlink.

For Enterprise:
A list of all opened or reopened dispute, grouped by Main Assignee, where the dispute priority has been set to High. This widget does not comply with filters on this page. Users may drill into the dispute by clicking on the dispute Name hyperlink.

Pivot

Rows:

Matter.Matter Main Assignee Name (renamed to Main Assignee) (grouped by this value)

Matter.Matter Number

Matter.Matter Name

Matter.Matter Default Category (renamed to Matter Type)

Matter Details.Matter Sub-Type

Matter.Matter Current Phase (renamed to Phase)

Matter.Primary Key (set thousands separator to have no comma)

Filters:

Matter Details.Priority TEXT filter, priority = High

Matter.Matter current phase -TEX filter: equals open, equals reopen

Rows:

Dispute.Dispute Main Assignee Name (renamed to Main Assignee) (grouped by this value)

Dispute.Dispute Number

Dispute.Dispute Name

Dispute.Dispute Default Category

Dispute.Dispute Current Phase

Dispute.Dispute Primary Key (set thousands separator to have no comma)

Filters:

Dispute Details.Significant Matter, selected to 'Yes'

Dispute.Dispute current phase - TEXT filter: equals open, equals reopen
No

Items per page: 25

Colors: column headers

Implementation Notes

For TeamConnect Enterprise:

Budgets and Spend are all “normalized” to the system’s base currency once invoices are posted.  Any custom modifications to show budgets/spend in other currencies will have to be applied to this dashboard as customization.

Significant Matter flag:  for the high priority matters table, many systems do not have a “significant matter” flag, this may need to be added in order to utilize the widget. Or else a different field for denoting priority may be used, and the widget should be remapped to utilize that field.

For TeamConnect Essentials:

Budgets and Spend are all “normalized” to the system’s base currency once invoices are posted.  Any custom modifications to show budgets/spend in other currencies will have to be applied to this dashboard as customization.

Summary

As a quick summary, this dashboard addresses some of the following activites:

  • What is our overall spend? when, where, with whom?
  • How are we tracking Spend vs. Budget?
  • How much do I spend on this (type of) matter in general?
  • Are my vendors submitting accurate budgets?
  • What matters should I pay attention to ? or escalate/
  • What is deviating from timelines/budgets?
  • Was this article helpful?