Performance Report — Know Your Numbers at a Glance

The Performance Report is a real-time dashboard showing the health of your firm's billing. Four key metrics at a glance: Utilization, Realization, Collection, and Hours. Available for the whole firm or individual timekeepers, with drill-down by week, month, or custom period.

What Is the Performance Report?

The Performance Report is your firm's health dashboard. Instead of exporting data to spreadsheets or waiting for monthly accounting reports, you get real-time answers to the questions that matter most:

• A real-time dashboard showing the health of your firm's billing
• Four key metrics at a glance: Utilization, Realization, Collection, and Hours
• Available for the whole firm or individual timekeepers — see the big picture or drill into one person
• Drill down by week, month, or custom period — flexible date ranges for any analysis

The Four KPIs

These are the four numbers that tell you whether your firm is healthy. Each one answers a different question.

Utilization — Are You Billing Enough Hours?

What percentage of available hours are billable? Utilization shows actual billable hours vs. target hours. A color-coded progress bar makes it instantly readable, and comparison to the previous period shows whether you're trending up or down.

Realization — How Much Survives to Invoices?

How much of your billable value survives to invoices? Calculated as billed amount divided by billable value. 100% means no write-downs. If this number is low, you're doing work that never gets billed — and that's a problem you need to address.

Collection — Are You Actually Getting Paid?

How much of what you billed did you actually collect? This shows payments received vs. total billed. This is the metric that actually puts money in your account. High realization with low collection means you have a payment problem, not a billing problem.

Hours — How Much Time Are You Logging?

Total hours logged, broken down into billable vs. non-billable. Comparison to the previous period helps you spot trends. If total hours are high but billable hours are low, you know where the efficiency problem is.

The Timekeeper Table

Below the KPI cards, the Timekeeper Table breaks everything down in detail.

When viewing "All Timekeepers": rows show each timekeeper with their individual metrics. You can instantly see who is hitting targets and who needs support.

When viewing a single timekeeper: rows show each day in the period. You can see daily patterns — which days are most productive, which days have gaps.

Columns include:

• Billable Hrs — hours marked as billable
• Non-Bill Hrs — hours marked as non-billable
• Total Hrs — sum of billable and non-billable
• Target — the target hours for the period
• Util % — utilization percentage
• Billable Value — dollar value of billable hours at rate
• Avg Rate — average effective rate for the period

Target indicators make scanning easy: 🔴 red dot means below target, 🔵 blue dot means at or above target. A TOTALS row at the bottom sums everything up.

Interactive Charts

Numbers in a table are useful. Seeing them as a chart reveals patterns you'd miss otherwise.

• Click the graph button (top-right of the table) to visualize any column
• Chart dropdown lets you switch between Billable Hrs, Billable Value, Utilization, or any other metric
• Bar chart shows trends across the selected period
• Great for spotting patterns — which days are most productive? Which timekeepers need support?

Navigation & Filters

The Performance Report has flexible navigation to let you look at exactly the data you need:

• Period selector: Choose Weekly, Monthly, or a custom date range
• Date navigation: Arrow buttons step forward and back through periods. A "Today" button jumps to the current period instantly.
• Timekeeper filter: View all timekeepers at once, or drill into one person's performance for a detailed day-by-day breakdown

Tips for Using Performance Report

• Check it weekly to catch utilization dips before they become a problem. Monday mornings are ideal.
• Use the per-timekeeper view to have productive check-ins with associates. Data-driven conversations are better than guesswork.
• Compare Realization to Collection — if realization is high but collection is low, you have a payment problem, not a billing problem. Different problems need different solutions.
• Set realistic targets for each timekeeper based on their role. Associates, paralegals, and partners all have different billing expectations.
• Use the charts to spot patterns — a timekeeper with consistently low Fridays might benefit from a different schedule.

Keep Exploring

The Performance Report is one piece of the analytics toolkit. Explore these related tutorials:

• Essential Reports — the full suite of built-in reports beyond Performance
• Report Assistant — build custom reports with natural language queries
• Launchpad — the command center where your daily work happens
• Running Reports — how to generate, export, and schedule any report