Onit Documentation

Financials Dashboard

by Michael Nadeau Updated on

The Financials dashboard is a summary of legal spend for all matters and vendors, including Key Performance Indicators (KPIs) and Top 10 lists for core areas. This allows users to gain insights that help identify top matters/vendors and keep tabs on the climate of legal operations in general.

Go to Financials from the left-side navigation to view the dashboard.

The dashboard is separated into the following charts/sections:

  • Billed Hours
  • Total Legal Spend
  • Billed Expenses
  • Billed Fees
  • Adjustments
  • Total Spend (by month) 
  • Top 10 Vendors 
  • Top 10 Practice Areas 
  • Top 10 Matters 
  • Timekeeper Classification 
  • Top 10 Timekeepers 
  • Top 10 Task Codes 
  • Top 10 Expense Codes 
  • Top 10 Adjusted Lines 

Click the links within each section to go directly to the project/matter etc. 

This can be useful for answering general spend questions, such as:

  • How many hours have been billed?
  • How much in discounts have been applied?
  • What is the average billed rate by timekeeper classification?
  • What are my top 10 billed matters?
  • What are my top 10 vendors by billed amount, with hours and average rate?

Filtering

For each filter, leave the default setting or select an option to narrow the results as needed. By default, the View Spend Across dashboard is filtered to show data across all vendors/matters based on Worked Date for the past 12 months. 

Click Apply to reload the dashboard. 

  • Matters (default is all; use the drop-down menu to include a specific vendor or multiple matters)
  • Vendors (default is all; select use the drop-down menu to include a specific vendor or multiple vendors)
  • Legal Entities (default is all; use the drop-down menu to include a specific legal entity or multiple entities)
  • Practice Areas  (default is all; select IS or IS NOT to include/exclude a specific Legal Entity or multiple Legal Entities)
  • Date Range (default is past 12 months; click within the From/To fields to change if needed)
  • Date Type (default is Worked Date; change to Invoice Date or Received Date if needed)

You can also check the box to Include Taxes if desired. Click Reset to reset the selections or Apply to apply your changes. 

KPI/Chart Descriptions

Billed Hours

Total hours defined as:

  • Sum of billed quantity/units across invoices
  • Line items with type = ‘F'
Billed Expenses

Total billed defined as:

  • Sum of the line item amounts across invoices
  • Line item type = ‘E’ and/or ‘IE'
Billed Fees

Total billed defined as:

  • Sum of the line item amounts across invoices
  • Includes discounts
  • Line item type = ‘F’ and/or ‘IF'
Adjustments

Adjustments defined as:

  • Sum of line or invoice adjustments made by reviewers or automated rules, if applicable
Top 10 ListsEach of the top 10 lists shows the record name, average rate and number of hours, and the final amount. Click on a hyperlinked record name to view details (e.g., Matter Name, Vendor Name, Timekeeper Name, etc.).
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Unity ELM End User Guides

Getting Started with Unity ELM 9
Financials in Unity ELM 1
Matters in Unity ELM 4
Invoices in Unity ELM 7
Accruals in Unity ELM 2
Vendors in Unity ELM 7
Budgets in Unity ELM 4
Calendar in Unity ELM 2
Tasks in Unity ELM 2
Timekeepers in Unity ELM 4
Reporting in Unity ELM 7
Admin Settings in Unity ELM 24
Bulk Actions Tool in Unity ELM 3
Rule Management in Unity ELM 3
Integrations & Add-Ons for Unity ELM 6
DaaS (Data as a Service) for Unity ELM 1

Other Resources

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