Summary Dashboard

The Summary Dashboard gives you an at a glance view on the person’s portfolio performance centred around chargeable time and billing targets whilst tracking timesheet progress and where the time was spent in the period.

The year, period and person Dashboard drop-downs allow you to look at all you team members results since you started using IRIS Time. These are automatically populated from your IRIS Database and work in the same way for all Dashboards that make use of these features.

User names appear in the drop-down list if they have been created as IRIS users. You can remove user names from appearing by registering them with time and fees and then also ticking the no longer employed box as shown in Figure 4, note this does not use up any of your timesheet licensing.

Chargeable Time Targets

See IRIS Practice Dashboards Global Dashboard > Time statement > Set Chargeable Targets / Holiday.

Fees Target to Date

See IRIS Practice Dashboards Billing Dashboard on how to enter fees budgets.

Fees Billed to Date

Automatically from IRIS.

Lockup

Automatically from IRIS Practice Dashboards.

Billing Deadline

See IRIS Practice Dashboards Global Dashboard > Financial >Set Billing Deadline.

Timesheet Status

Automatically from IRIS.

Staff Time Breakdown

Automatically from IRIS Practice Dashboards.