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:
- Go to Settings
- Select Profile
- Select Personal Performance
- Enter your Rate, Target, Working Days, and Year End
- Click Save Practice Information
From Dashboard:
- Click on Dashboard in the black sidebar on the left of the screen
- In the Billable Hours Target box, click the gear icon
- Enter your Rate, Target, Working Days, and Year End
- Click Save Practice Information