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Spend Summary Sample Dashboard

TeamConnect Business Intelligence provides a number of sample 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.

Spend Summary

The Spend Summary sample dashboard shows the company’s outside spend and is ideal for the Invoice Home Page.
Spend-Summary-6-23-2020.png

The Spend Summary sample dashboard provides users with information on open matters based on legal spend by matter type, month, vendors, and main assignee and includes the following widgets:

Legal Spend by Matter Type displays the sum of all posted invoices by the primary matter type. Edit this widget by adding or removing filters, like Matter Type or Fiscal Year. 

Spend-Summary-Legal spend by matter type.png

Legal Spend by Month displays the sum of all posted invoices by month, broken into fiscal years. The "Month Numbers" on the X-axis (1-12) will reflect the months that your company's fiscal year starts and ends on. For example, if your fiscal year is July-June, then 1 = July on the graph. Edit the information in this widget by adding or removing filters, like Fiscal Year.

Spend-Summary-Legal spend by month.png

Spend by Fiscal Year (FY) displays the sum of all posted invoices by fiscal year.
Spend-Summary-Spend by fy.png

Legal Spend by Top 10 Vendors displays the sum of all posted invoices for the top 10 firms according to most spend. Add or remove vendors from this list using the vendor filter.
-Spend-Summary-Legal spend by top 10 vendors.png

Legal Spend by Main Assignee displays the sum of all posted invoices according to the primary assignee of the billed matters. Add or remove main assignees to/from the pie chart using the main assignee filter.

Spend-Summary-legal spend main assignee.png

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