Executive Dashboard
C-Suite Intelligence · Confidential
—
LIVE
Executive Overview
Attorney Performance
Pipeline & Leads
Revenue
Practice Areas
Executive Overview
Total Leads
—
Signed Clients
—
Qualified Leads
—
Qualified Lead Rate
—
Rejected Lead Rate
—
Client Referral Rate
—
Qualified Lead Rate — Trend
Monthly trend
Attorney Performance
—
Total Value
—
Settlements
Total Settlement Value
iFormulaSum of all
settlement amounts for all attorneys in selected period.
Source: Attorney Tracker
Source: Attorney Tracker
—
—
—
Avg Settlement
iFormula —
MeanTotal Settlement Value ÷ Total Settled Cases
Formula — MedianMiddle settlement value when all cases sorted ascending. Removes outlier distortion.
Source: Attorney Tracker
Formula — MedianMiddle settlement value when all cases sorted ascending. Removes outlier distortion.
Source: Attorney Tracker
—
Mean firm-wide
Best Division
iFormulaDivision
with highest adjusted settlement value in period.
Source: Attorney Tracker (division formula v1)
Source: Attorney Tracker (division formula v1)
—
—
Top performer this period
Attorneys Tracked
iFormulaCount of
distinct attorney names with at least 1 settlement in selected
period.
Source: Attorney Tracker
Source: Attorney Tracker
—
—
AI-Generated Insights · Auto-generated from settlement
data
—Select a data file to load insights.
Settlement Value by Division
Adjusted value
Trending Up vs. Down by Division
Trending attorneys by division
| Rank | Attorney | Division | Cases | Total Value | Avg Settlement | Median Est. | Outlier % | Trend |
|---|
↑ Trending Up
MoM adjusted settlement value > +5%
| Attorney | Division |
|---|---|
| Select a data file | |
↓ Trending Down
MoM adjusted settlement value < −5% — needs attention
| Attorney | Division |
|---|---|
| Select a data file | |
Division Settlement Value Breakdown
Adjusted settlement value by division
Select a data file to load division breakdown
Pipeline & Lead Intelligence
—
Active Leads
Total Active
—
—
48-hr Burst
—
—
Lead → Case Conv.
—
—
Top State
—
—
Lead Source Distribution
—
Case Type Breakdown
—
Lead Intake by Weekday
—
Disposition by Weekday
—
Revenue & Financial Performance
Total Revenue YTD
—
Avg Revenue per Case
—
Current Month Revenue
—
Cases Settled YTD
—
—
Monthly Revenue Trend
YTD monthly revenue
Revenue by Office
Office breakdown
Attorney Revenue Leaderboard
Ranked by total revenue
| # | Attorney | Cases | Total Revenue | Avg per Case | % of Total |
|---|---|---|---|---|---|
| Select a QuickBooks data file | |||||
Practice Area Breakdown
Highest Revenue Area
—
—
Highest Avg Case Value
—
—
Revenue by Case Type
Case type revenue breakdown
Case Type Breakdown
Revenue and share of total
| Case Type | Revenue | % of Total |
|---|---|---|
| Select a QuickBooks data file | ||