Onit Documentation

Financials Dashboard

by Sigmarie Soto 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.

Note: These User Guides will be updated as more features are added and revised. Check in frequently for more information.

The dashboard is separated into the following charts/sections:

  • Hours
  • Billed Expenses
  • Billed Fees
  • Discounts
  • 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

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 or select an option to narrow the results based on your needs. By default, the 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; select IS or IS NOT to include/exclude a specific matter or multiple matters)
  • Vendors (default is all; select IS or IS NOT to include/exclude a specific vendor or multiple vendors)
  • Legal Entities (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)

KPI/Chart Descriptions

Hours Total hours defined as:
  • Sum of billed quantity/units across invoices
  • Line items with a positive billed amount
  • Line items with type = ‘F'
Billed Expenses Total billed defined as:
  • Sum of the line item amounts across invoices
  • Line items with a positive billed amount
  • Line item type = ‘E'
Billed Fees Total billed defined as:
  • Sum of the line item amounts across invoices
  • Line items with a positive billed amount
  • Line item type = ‘F’ and/or ‘IF'
Discounts Total discounts defined as:
  • Sum of fee discounts across invoices
Top 10 Lists Each of the top 10 lists show 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.).
Previous Article Using Reports in Unity eBilling

Unity eBilling End User Guides

Getting Started With Unity eBilling 3
Admin Settings in Unity eBilling 9
Vendors in Unity eBilling 3
Matters in Unity eBilling 3
Invoices in Unity eBilling 6
CounselMatch in Unity eBilling 1
Reporting in Unity eBilling 1
Financials in Unity eBilling 1

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