AO
Targets

Fee Earner Targets

Monitor billing targets, collection targets, time capture targets, matter contribution, and performance against financial goals.

Monthly target
$750,000
Achieved
$482,500
Target completion
64%
Behind target
$267,500
Partner targets
91%
A. Okafor
$164K / $180K
On track
79%
E. Vance
$118K / $150K
Watch
93%
R. Blake
$112K / $120K
On track
74%
J. Halden
$74K / $100K
Watch
Associate targets
80%
E. Cole
$48K / $60K
87%
T. Morgan
$52K / $60K
76%
S. Adaeze
$38K / $50K
88%
P. Ojo
$44K / $50K
Variance table
TeamTargetActualVarianceTrend
Corporate$240K$218K-9%+2%
Litigation$210K$148K-30%-9%
IP$130K$98K-25%-6%
Real Estate$100K$112K12%+12%
Advisory$70K$58K-17%-4%
Under-target recommendations
  • · J. Halden: reassign 2 stale IP matters or extend consultation slots
  • · S. Adaeze: increase billable capture rate — 21 missing entries
  • · Litigation group: convert 4 stalled matters into billed WIP
Fee earner targets

Ashworth & Vance LLP · live demonstration data

Target revenue
$5.60M
▲ 1.0%
Actual revenue
$4.82M
▲ 14.1%86%
Target hours
18,200
▼ 6.2%
Actual hours
16,480
▲ 12.3%
Utilisation
78.6%
▲ 10.4%
Realisation
91.4%
▼ 8.5%
Performance versus target
Target versus actual revenue by month
12 monthsQuarterYTDBy officeBy practice
732K549K366K183K0KAug · actual $329.0K · target $460.0K · var -28%-28%AugSep · actual $616.0K · target $466.0K · var 32%+32%SepOct · actual $429.0K · target $472.0K · var -9%-9%OctNov · actual $572.0K · target $478.0K · var 20%+20%NovDec · actual $530.0K · target $484.0K · var 10%+10%DecJan · actual $489.0K · target $490.0K · var 0%+0%JanFeb · actual $597.0K · target $496.0K · var 20%+20%FebMar · actual $378.0K · target $502.0K · var -25%-25%MarApr · actual $620.0K · target $508.0K · var 22%+22%AprMay · actual $381.0K · target $514.0K · var -26%-26%MayJun · actual $595.0K · target $520.0K · var 14%+14%JunJul · actual $491.0K · target $526.0K · var -7%-7%Jul
Actual revenueTargetPrior yearValues in $K · hover a bar for exact figures
Trend intelligence
Monthly pace and year-end projection
6272K4794K3317K1839K362KCumulative actual · Aug · 402KCumulative actual · Sep · 824KCumulative actual · Oct · 1240KCumulative actual · Nov · 1682KCumulative actual · Dec · 2104KCumulative actual · Jan · 2548KCumulative actual · Feb · 2986KCumulative actual · Mar · 3402KCumulative actual · Apr · 3846KCumulative actual · May · 4262KCumulative actual · Jun · 4548KCumulative actual · Jul · 4820KRequired pace · Aug · 466KRequired pace · Sep · 933KRequired pace · Oct · 1400KRequired pace · Nov · 1866KRequired pace · Dec · 2333KRequired pace · Jan · 2800KRequired pace · Feb · 3266KRequired pace · Mar · 3733KRequired pace · Apr · 4200KRequired pace · May · 4666KRequired pace · Jun · 5133KRequired pace · Jul · 5600KAugSepOctNovDecJanFebMarAprMayJunJul
Cumulative actualRequired paceUnit: $K
Distribution heatmap
Performance heatmap · utilisation by fee earner
FebMarAprMayJunJul
J. Hollis KC
7
95
37
81
68
56
P. Adeyemi
22
96
23
88
57
68
S. Ravel
36
95
8
93
43
78
M. Chen
50
91
15
96
29
86
T. Morgan
63
85
30
96
14
92
L. Ibarra
73
77
44
93
9
95
E. Cole
82
67
57
88
24
96
LowModerateHighPercentage utilisation against the 1,450-hour annual standard.
Operational register
Fee earner scorecard
Fee earnerGradeTarget revActual revTarget hrsActual hrsUtilisationRealisationProjectionStatus
J. Hollis KCPartner$318.0K$871.0K1450121291%92%Above planMaintain
T. MorganSenior associate$891.0K$472.0K1450151886%89%At riskCoaching
S. RavelAssociate$518.0K$778.0K1450142781%96%Below planRecovery plan
M. ChenPartner$804.0K$687.0K1450134093%82%Above planMaintain
P. AdeyemiSenior associate$719.0K$600.0K1450157069%98%At riskCoaching
A. OkaforAssociate$637.0K$830.0K1450110496%82%Below planRecovery plan
E. ColePartner$854.0K$364.0K1450162069%96%Above planMaintain
L. IbarraSenior associate$416.0K$880.0K1450111193%89%At riskCoaching
R. FenwickAssociate$900.0K$371.0K1450156881%92%Below planRecovery plan
9 of 9 records
Detail panel
Recommended corrective actions
Rebalance workload
3 fee earners
shift 120 hrs from litigation
Narrative coaching
5 fee earners
improve realisation 3 pts
Rate review
2 clients
below panel rate
Matter reallocation
M-2016
margin negative
Recruitment
1 associate
shipping capacity
Bonus recalibration
Q3
targets revised
Exceptions and risk
Exception queue and recommended actions
2 open
Utilisation below 60%
E. Cole
$96K shortfall
Hours above 120% capacity
P. Adeyemi
burnout risk
Audit and history

Every financial change is captured with user, timestamp, value movement and audit reference

Recent activity
  1. Payment posted01 Jul · 10:10
    N. Salim·Meridian Holdings PLC · M-2041·$6.0K·AUD-7700
  2. Invoice edited02 Jul · 11:11
    A. Okafor·Nordic Shipping AS · M-2035·$87.0K·AUD-7701
  3. Credit note approved03 Jul · 12:12
    D. Feld·Vertex Biotech Ltd · M-2024·$34.0K·AUD-7702
  4. Retainer adjusted04 Jul · 13:13
    J. Hollis KC·Lagos Bay Estates · M-2029·$74.0K·AUD-7703
  5. Trust transfer completed05 Jul · 14:14
    N. Salim·Kestrel Insurance · M-2007·$62.0K·AUD-7704
  6. Expense approved06 Jul · 15:15
    A. Okafor·Halcyon Partners · M-2011·$51.0K·AUD-7705
  7. Tax report exported07 Jul · 16:16
    D. Feld·Orion Media Group · M-2016·$81.0K·AUD-7706