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How Do I Filter the Firm Dashboard by User?

Objective:

  • Filter Firm Dashboard by User
  • How to review individual contribution to Firm Dashboard metrics

Environment:

  • Clio Manage

Additional Information:

  • Being able to filter by User enables firms to drill into productivity and revenue performance on an individual level to uncover opportunities for recognition or additional coaching.
  • The Firm dashboard defaults to All Users.

Procedure:

  1. Go to Firm dashboard
  2. Select User from dropdown

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