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How Are The Targets for Financial Metrics on the Personal Dashboard Calculated

Question:

  • How Are The Financial Metrics on the Personal Dashboard Calculated
  • Personal Dashboard target calculations

Environment:

  • Clio Manage

Additional Information:

  • For more information on the Personal Dashboard click here.
  • For more information on setting up your personal targets click here.

Answer:

This Year Target:

  • This is set by the "Target Billings" within the Personal Performance settings

This Month Target

  • Year Target / 12 = Monthly Target

This Week Target

  • Year Target / 52 = Weekly Target

Today Target

  • Year Target / "Working Days" setting within the Personal Performance settings = Today Target

 

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