How to Set a Billing Target

Objective:

• To create performance metrics to better track personal goals

Environment:

• Clio Manage

Additional Information:

This will not affect your billing/payments—it is only for display purposes on the Personal Dashboard.

Procedure:

From Settings:

1. Go to Settings
2. Select Profile
3. Select Personal Performance
4. Enter your Default Billing Rate, Target Billings, Working Days, and Fiscal Year End
5. Click Save Performance Information

From Dashboard: 

1. Click on Dashboard in the black sidebar on the left of the screen
2. In the Billable Hours Target box, click the gear icon
3. Enter your Default Billing Rate, Target Billings, Working Days, and Fiscal Year End
4. Click Save Performance Information