Matter 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 starter dashboard shows the overall workload and is ideal for Matters home pages. It supports operational decision-making such as balancing matter workload by providing an overview of open matters by various criteria and showing the trend of incoming work from the trailing 12 months.
The Matter sample dashboard provides information on open matters based on matter type, main assignee, month, and state (physical geography).and includes the following widgets:
Open Matters by Primary Type shows the breakdown of opened and reopened matters by primary matter type.
Note: Matters that start as one matter type but are converted to litigation later are classified by their original matter type.
Open Matters by Main Assignee shows the breakdown of opened and reopened matters by the primary assignee. Use this widget by clicking on the pie piece with an assignee's name. The other widgets on the page will reflect additional matter information based on the main assignee you select.
New Matter by Month/Matter Type (Trailing 12 Months) shows the number of matters opened in each of the last 12 months, broken down by primary matter type. At a glance, you can see the amount of matters and matter types that are opened each month. Click a piece of the bar graph to dig into the details of that specific matter type, and the other widgets on the screen will reflect information about the matter type you've selected.
Open Matters by State is a US map that shows opened and reopened matters by the state as designated on the Matter / General Info tab. Click any state in this widget and the other widgets will reflect relevant matter information that is specific to that state.
Matter Summary (Reports page only) is a table that displays a list of matters including their dispute number, name, category, opened date, current phase (open or reopened), primary assignee, and primary key. Like all widgets on this dashboard, this report will filter to show only matters matching the selected criteria and can be exported to Excel or PDF. The matters displayed in this table will reflect the matter information that is selected in other widgets. For example, if you click on a state in the above widget, then the matters in the table will show matters for that certain state.
Detailed Specification
| Widget Name | Description | Type | Parameters | Obeys dashboard filters | Design | |
|---|---|---|---|---|---|---|
| Essentials (EaB) |
Enterprise (Legal/FM) | |||||
| Open Matters by Primary Matter Type |
For Essentials: For Enterprise: |
pie |
Category: Matter.matter default category (this is the primary matter type) Values: # of unique by Matter.matter number Widget filter: Matter.Matter current phase - use text option: equals open, equals reopen |
Category: Dispute.dispute default category (this is the primary matter type) Values: # of unique by Dispute.dispute number Widget filter: Dispute.Dispute current phase - use text option: equals open, equals reopen |
Yes |
Labels - categories - value - percent |
| Open Matters by Main Assignee |
For Essentials:
|
pie |
Category: Matter.Matter Main assignee name (renamed to main assignee) Values: # of unique by Matter.matter number Widget filter: Matter.Matter current phase - TEXT filter: equals open, equals reopen |
Category: Dispute.Dispute Main assignee name Values: # of unique by Dispute.dispute number Widget filter: Dispute.dispute current phase - TEXT filter: equals open, equals reopen |
Yes |
Labels - categories - value - percent |
| New Matters by Month/Matter Type (Trailing 12 Months) |
For Essentials: For Enterprise: |
stacked column |
Category: Months in Matter.Opened On; add filter for last 360 days Values: # of unique by Matter.matter number Break by: Matter.Matter Default Category Widget Filters: none |
Category: Months in dispute Opened On; add filter for last 360 days Values: # of unique by dispute.dispute number Break by: dispute.dispute Default Category Widget Filters: none |
Yes |
Legend (bottom) X-axis labels Y-axis grid lines and labels |
| Open Matters by State | For Essentials: US map showing opened and reopened matters by the state as designated on the Matter / General Info tab. For Enterprise: US map showing opened and reopened disputes by the state as designated on the Dispute / General Info tab. |
area map (US) |
Country/State: Matter Detail.State/Province Values: # of unique by Matter.matter number; Range: manual min/max; gradient (light pink to dark green) Widget filter: Matter.Matter current phase - TEXT filter: equals open, equals reopen |
Country/State: dispute Details.jurisdiction Values: # of unique by dispute.dispute number; Range: manual min/max; gradient (light pink to dark green) Widget filter: dispute.dispute current phase - selected to filter on open and reopen |
Yes | map type USA |
| Matter Summary |
For Essentials: For Enterprise:
|
table |
Columns: Matter.Matter # Matter.Matter Name (hyperlink) Matter Details.Matter Default Category (renamed to Matter Type) Matter Details.Matter Subtype Matter Details.Opened On (set to Days) Matter.Matter Current Phase (rename to Current Phase) Matter.Matter Main Assignee Name (rename to Main Assignee) Matter Details.State/Province Matter.Matter Primary Key (set thousands separator to have no comma) Widget filter: Matter.Matter current phase - use text option: equals open, equals reopen |
Columns: dispute.dispute # dispute.dispute Name dispute Details.dispute Default Category dispute.dispute Opened On (set to Days) dispute.dispute Current Phase dispute.dispute Main Assignee Name dispute.dispute Primary Key (set thousands separator to have no comma) Widget filter: dispute.dispute current phase - use text option: equals open, equals reopen |
Yes | borders, manual column width, alt. colors, word wrap headers, 25 items per page |
Implementation Notes
For TeamConnect Essentials:
- Most of the fields should map to the starter database without any necessary changes unless any customization was done during implementation.
- The Map widget is set to US states by default. It can also be modified to show a world map of countries - If this is done, the mapping field should be switched to Country.
For TeamConnect Enterprise:
The Map widget is set to jurisdiction by default and assumes jurisdictions will be mapped to US states. If that is not the case, there are several options:
-
Remove the widget from the dashboard.
-
If you want to keep the map, you can add a new field for States onto matters and map the dashboard to that field (rather than using region).
-
If you want to show matters by country instead of by US state, you can switch the design to show Countries instead of USA. You will need to either add countries into the jurisdiction dropdown, or create a new field for countries on matters, and remap the widget to that field.
Summary
As a quick summary, this dashboard addresses some of the following activities:
- What are we working on?
- Am I using my resources optimally?
- What am I missing?