This article describes the available Performance reports within Insight Legal.
These reports cover:
Cash Flow Forecast
This cash flow report shows your brought forward cash from last month and allows you to compare your planned expenditure (input via budgets) against your expected cash balance
FE Analysis
This report allows you to display data on Fee Earner Performance based on:
- Year
- Period
- Department
- Fee Earner
- Bill Type
- Group
Practice Summary
This report can cover the financial year or the next 12 periods, by year and branch.