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How is the "Expected" Amount Calculated on the Personal Dashboard?

Objective:

  • How the Expected Amounts are calculated on the Personal Dashboard

Environment:

  • Clio Manage

Additional Information:

For more information on the the Financial Metric Targets are calculated click here.

Answer:

Expected Billings are calculated as follows:

This Year

This Year Target / 365 days * Number of days in the year so far

Eg. $300,000 / 365 * 133 (May 13) = $109,315.07

This Month

This Month Target / 31 days * Number of days in month so far

Eg. $25,000 / 31 * 13 (May 13) = $10,483.87

This Week

This Week Target / 7 days * Number of days in the week so far

Eg. $5,769.23 / 7 * 4 (Thursday) = $3296.70

Today

Today Target / 24hrs * Number of hours in the day so far

Eg. 1,153.85 / 24 * 14hrs = $673.08

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