Dashboard
Read firm time, work-value, invoicing, and collection signals.
- Access:
- Premium: Dashboard
- For:
- Billing staff, Workspace admins, Premium users
- Updated:
- Aug 26, 2026
Range and refresh
| Control | What it does | Availability |
|---|---|---|
| 7 days / 30 days / 90 days | Changes the activity period used by period-based metrics and charts. | Dashboard access |
| Refresh | Reloads current workspace records. | Dashboard access |
Summary metrics
| Control | What it does | Availability |
|---|---|---|
| Billable time | Billable seconds recorded in the selected period. | Dashboard access |
| Work value | Professional fees produced by recorded work in the selected period. | Dashboard access |
| Realization | Selected-period work already included on invoices. | Dashboard access |
| Cash collected | Payments recorded in the selected period. | Dashboard access |
| Unbilled WIP | Open professional fees that have not been invoiced. | Dashboard access |
| Outstanding A/R | Unpaid issued invoice balances, including the overdue amount. | Dashboard access |
Reports and signals
Team highlights, recorded-time trend, work-to-cash movement, team performance, top accounts, receivables aging, and Needs attention are derived from current records. Select a team or account row where the page provides a drill-down.
Recorded time is one operating signal. It is not a complete performance appraisal and does not measure assignments, leave, availability, work quality, or matter complexity.
Related guides
- Billing rates and performanceSet rate priority and review professional-fee performance.
- InvoicesBuild an invoice from saved time and expenses, then export it.
- Productivity reportsSchedule weekly PDF summaries for yourself or the workspace team.
- Premium feature accessUnderstand the ₱999 monthly account bundle, payments, and preserved access.