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How Are the Metrics Calculated in the Firm Dashboard?

Objective:

  • What if I do work in one month, bill it in the next, and then collect on it the month afterward?
  • Which dates are chosen to calculate the metrics for a given time period?
  • Firm dashboard metrics

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

Only the dates recorded on the underlying activities are included in calculation of the metrics for a given time period. No bill dates, due dates, or payment dates are used.

Eg. If some billable work is recorded in September, billed in October, and collected in November, the utilization, realization, and collections metrics will all reflect this work in their September period.

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