Spend Summary 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 Spend Summary starter dashboard shows the company’s outside spend and is ideal for the Invoice Home Page. It provides visibility into where the money is going at a point in time (last year, this year to date, last 90 days) so that potential problem or risk areas can be identified and managed.
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.
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 by Fiscal Year (FY) displays the sum of all posted invoices by fiscal year.
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.
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.
Detailed Specification
| Widget Name | Description | Type | Parameters | Obeys dashboard filters | Design | |
|---|---|---|---|---|---|---|
| Essentials (EaB) |
Enterprise (Legal/FM) | |||||
| legal spend by matter type |
For Essentials (EaB): For Enterprise: |
Column |
Categories: Matter Details.Matter Type Values: Account Budget and Spend.Account Total Spend (renamed Total Spend) |
Categories: Dispute.dispute default category Values: Account Budget and Spend.Account Total Spend (renamed Total Spend) |
Yes |
Column Type: classic Legend: bottom X-axis: grid lines, labels Y-axis: grid lines, labels |
| Legal Spend by Month | Sum of all posted invoices by month, broken into fiscal years. The month numbers denote months within the fiscal year (ex: if Fiscal year = July through June, then 1 = July and so on) | Line |
X-Axis: Account Budget and Spend.Account Fiscal Month Values: Account Budget and Spend.Account Total Spend Break by: Account Budget and Spend.Account Fiscal Year |
X-Axis: Account Budget and Spend.Account Fiscal Month Values: Account Budget and Spend.Account Total Spend Break by: Account Budget and Spend.Account Fiscal Year |
Yes |
Line Type: straight bold Legend: bottom X-axis: grid lines, labels Y-axis: grid lines, labels |
| Spend by FY | Sum of all posted invoices by fiscal year | Pivot |
Rows: Account Budget and Spend.Account Fiscal Year (rename to Fiscal Year) Values: Account Budget and Spend.Account Total Spend (renamed to Total Spend); formatted for number to have zero decimals |
Rows: Account Budget and Spend.Account Fiscal Year (rename to Fiscal Year) Values: Account Budget and Spend.Account Total Spend (renamed to Total Spend); formatted for number to have zero decimals |
Yes |
Page Size: 25 items Colors: Alternating Rows |
| Legal Spend by Top 10 Vendors | Sum of all posted invoices for the top 10 firms according to most spend | Bar |
Categories: Account.Vendor Values: Account Budget and Spend.Account Total Spend (renamed to Total Spend); filtered by Ranking of Top 10 |
Categories: Account.Vendor Values: Account Budget and Spend.Account Total Spend (renamed to Total Spend); filtered by Ranking of Top 10 |
Yes |
Bar Type: classic Legend: bottom X-axis: grid lines, labels Y-axis: grid lines, labels |
| Legal Spend by Main Assignee |
For Essentials (EaB): For Enterprise: |
Pie |
Categories: Matter.Matter Main Assignee Name Values: Account Budget and Spend.Account Total Spend |
Categories: Dispute.Dispute Main Assignee Name Values: Account Budget and Spend.Account Total Spend |
Yes |
Pie Type: classic Legend: bottom Labels: category, value, percent |
Implementation Notes
For TeamConnect Essentials (EaB):
Spend is all “normalized” to the system’s base currency once invoices are posted. Any custom modifications to show spend in other currencies will have to be applied to this dashboard as customization.
For TeamConnect Enterprise:
Spend is all “normalized” to the system’s base currency once invoices are posted. Any custom modifications to show spend in other currencies will have to be applied to this dashboard as customization.
If Client TeamConnect Application does not use the Financial Management module (the older TeamConnect Legal Module is standalone), customization is necessary to use this dashboard.
Summary
As a quick summary, this dashboard addresses some of the following activities:
- What is our overall spend? when, where, or with whom?
- How much do I spend on this (type of) matter in general?