Matter Invoices Breakdown 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 Matter Invoices Breakdown starter dashboard provides information on invoice totals by vendor, fees by (top 20) timekeepers, fees broken down by invoice code, and expenses broken down by invoice code. It helps to search for potential areas of savings by providing visibility into who is spending the money and how.
This sample dashboard includes the following widgets:
Invoice Totals by Vendor shows the net sum of all invoice line items for posted invoices and credit notes, broken out by invoice vendor. Add or remove data from this widget by using the Invoice Vendor filter.
Fees by Timekeeper (Top 20) shows the net sum of all invoice line item fees for posted standard and credit note invoices, broken out by timekeeper. Filtered to the top 20 based on amount of spend. Add or remove data from this widget by using the Timekeeper filter.
Fees Breakdown by Code and Expenses Breakdown by Code show spend by billing task code. The size and color saturation indicate highest billed codes based on amount billed. Note: Fee and Expense codes can also be added manually to invoices that are created in TeamConnect. Hover over a block (field) to quickly view information about that particular fee or expense. Add or remove data by adding or removing data using the Fee Code or Expense Code filters.
Detailed Specification
| Widget Name | Description | Type | Parameters | Obeys dashboard filters | Design | |
|---|---|---|---|---|---|---|
| Essentials (EaB) |
Enterprise (Legal/FM) | |||||
| Invoice Totals by Vendor | Net sum of all invoice line items for posted invoices and credit notes, broken out by invoice vendor. | Pie |
Categories: Invoice.Invoice Vendor Values: Invoice line item.invoice line item net total Widget Filters: Invoice Type equals Standard or equals Credit Note (using text filter) Invoice Posting Status equals Posted (using text filter) |
Categories: Invoice.Invoice Vendor Values: Invoice line item.invoice line item net total Widget Filters: Invoice Type equals Standard or equals Credit Note (using text filter) Invoice Posting Status equals Posted (using text filter) |
Yes |
Pie Type: classic Labels: categories, percent |
| Fees by Timekeeper (Top 20) | Net sum of all invoice line item fees for posted standard and credit note invoices, broken out by timekeeper. Filtered to the top 20 based on amount of spend. | Column |
Categories: Invoice line item.invoice line item timekeeper, ranked top 20 by invoice line item net total Values: Invoice Line Item.Invoice Line Item Net Total, sorted descending Widget Filters: Invoice Type equals Standard or equals Credit Note (using text filter) Invoice Posting Status equals Posted (using text filter) Invoice Line Item Task or Expense equals Fee (using text filter) |
Categories: Invoice line item.invoice line item timekeeper, ranked top 20 by invoice line item net total Values: Invoice Line Item.Invoice Line Item Net Total, sorted descending Widget Filters: Invoice Type equals Standard or equals Credit Note (using text filter) Invoice Posting Status equals Posted (using text filter) Invoice Line Item Task or Expense equals Fee (using text filter) |
Yes |
Column Type: classic Legend: bottom x-axis: grid lines, labels y-axis: grid lines, labels |
| Fees Breakdown by Code | Tree Map showing spend by billing task code. Size and color saturation indicate highest billed codes based on amount billed. | Tree Map |
Categories: invoice line item.invoice line item task category Size: invoice line item.invoice line item net total Color: invoice line item.invoice line item net total Widget Filters: Invoice Type equals Standard or equals Credit Note (using text filter) Invoice Posting Status equals Posted (using text filter) Invoice Line Item Task or Expense equals Fee (using text filter) |
Categories: invoice line item.invoice line item task category Size: invoice line item.invoice line item net total Color: invoice line item.invoice line item net total Widget Filters: Invoice Type equals Standard or equals Credit Note (using text filter) Invoice Posting Status equals Posted (using text filter) Invoice Line Item Task or Expense equals Fee (using text filter) |
Yes |
Captions: invoice line item task category Tooltip: Value |
| Expenses Breakdown by Code | Tree Map showing spend by expense code. Size and color saturation indicate highest billed codes based on amount billed. | Tree Map |
Categories: invoice line item.invoice line item expense type Size: invoice line item.invoice line item net total Color: invoice line item.invoice line item net total Widget Filters: Invoice Type equals Standard or equals Credit Note (using text filter) Invoice Posting Status equals Posted (using text filter) Invoice Line Item Task or Expense equals Expense (using text filter) |
Categories: invoice line item.invoice line item expense type Size: invoice line item.invoice line item net total Color: invoice line item.invoice line item net total Widget Filters: Invoice Type equals Standard or equals Credit Note (using text filter) Invoice Posting Status equals Posted (using text filter) Invoice Line Item Task or Expense equals Expense (using text filter) |
Yes |
Captions: invoice line item expense type Tooltip: Value |
Implementation Notes
For TeamConnect Essentials (EaB):
Dashboards that pull fields from the Invoice tables must be “normalized” for currency by including a currency conversion formula wherever spend elements are added.
If the formula is not added and a client has a mix of currencies coming in via invoices, the report will show incorrect data.
This dashboard has not been configured with this formula - it will be added starting with version 7 (a new version of the starter template will be released at that time). Therefore, clients should ensure that if they have foreign currency invoices, this dashboard is updated to account for that.
For TeamConnect Enterprise:
Dashboards that pull fields from the Invoice tables must be “normalized” for currency by including a currency conversion formula wherever spend elements are added. This requires an exchange rate field on Invoice to handle multiple currencies.
If the formula is not added and a client has a mix of currencies coming in via invoices, the report will show incorrect data.
This dashboard has not been configured with this formula - it will be added starting with version 7 (a new version of the starter template will be released at that time). Therefore, clients should ensure that if they have foreign currency invoices, this dashboard is updated to account for that.
Summary
As a quick summary, this dashboard addresses some of the following activities:
- What is our overall spend? when, where, with whom?
- What is the spend on this matter?