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
The General Counsel starter dashboard shows how individual matters are performing against the budget overall and is ideal for the Main home page.
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.
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.
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.
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.
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.