Executive Dashboard
C-Suite Intelligence · Confidential
Active Today
—
LIVE
Executive Overview
Attorney Performance
Pipeline & Leads
Revenue
Practice Areas
Quarterly Review
No Overview Data Available
Overview data is loaded automatically from the latest Attorney Tracker
upload. No data is available yet.
Executive Overview
Lead Quality & Conversion
Qualified Leads
iQualified Leads
—
Qualified Lead Rate
iQualified Lead Rate
—
Rejected Lead Rate
iRejected Lead Rate
—
Signed Clients
iSigned Clients
—
Marketing Efficiency & ROI
Cost Per Qualified Lead
iCost Per Qualified Lead
—
Case Acquisition Cost
iCase Acquisition Cost
—
Marketing ROI
iMarketing ROI
—
—
Estimated Revenue
iEstimated Revenue
—
Revenue & Firm Performance
Average Case Value
iAverage Case Value
—
—
Total Firm Settlements
iTotal Firm Settlements
—
Avg Settlement (Firm)
iAvg Settlement (Firm)
—
—
Client Referral Rate
iClient Referral Rate
—
—
Click a highlighted KPI above to view its chart
No Attorney Tracker Data Available
Attorney performance data is loaded automatically from the latest
Attorney Tracker upload. No data is available yet.
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
—No insights available yet.
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 |
|---|---|
| No data available | |
↓ Trending Down
MoM adjusted settlement value < −5% — needs attention
| Attorney | Division |
|---|---|
| No data available | |
Division Settlement Value Breakdown
Adjusted settlement value by
division
No division data available
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
—
No Revenue Data Available
Revenue data is loaded automatically from the latest QuickBooks
upload. No data is available yet.
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 |
|---|---|---|---|---|---|
| No revenue data available | |||||
No Practice Area Data Available
Practice area data is loaded automatically from the latest
QuickBooks upload. No data is available yet.
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 |
|---|---|---|
| No practice area data available | ||
Quarterly Leadership Review
Quarterly Trend — Signed Clients & Qualified Leads
—
KPI Scorecard
—