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Are Taxes, Interest, or Expenses Included in the Firm Dashboard Calculations?

Objective:

  • What is included in the firm dashboard calculations?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

In the Firm Dashboard, taxes, interest, and expenses are not included in any of the data or calculations, they would be considered non-operating revenue, and the firm dashboard attempts to only give a view of the operating performance of the firm.

 

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