Dashboard
Dashboard
Your Dashboard is the landing screen when you first log into Danalix. It provides fast, easy and convenient access to many frequently used features such as key performance indicators, clients and matters search, time tracker, calendar agenda, ability to create activity, and chat with a Danalix team member.
The Dashboard feature is available on all Danalix subscription plans.
Key Performance Indicators
The Dashboard gives a snapshot view of key performance indicators for your firm such as:
● Total Income
● Total General Expenses
● Total Hours Billed
● Hourly Fees
● Block Fees
● Expenses
Some information are presented as a Bar Chart and gives you a snapshot of your Total Hours Billed, Block Fees, and Expenses.
Dashboard Content Filter & Customization
By using the Date range filter, you can display information such as expenses, hourly fees, block fees, billed hours and income content within a specific date range.
You can also customize certain screen content (some elements) within this Bar Chart by hiding or un-hiding them. These include the Bar chart hourly fees, block fees, and expense content.
To hide the content: click on the bar chart legend label located at the top of the bar chart. You will notice a strikethrough on the legend label when the content is hidden.
To unhide the content: click on the legend label to remove the strikethrough.
Other Dashboard features include:
● The ability to quickly search for a Client and Matter.
● Quick Links to most frequently used features such as: Specific Time Entry, Expense Entry, Block Time Entry, Record Trust Payment, and Record General Invoice Payment.
● Today Agenda, which highlights all your Activities for the current date.
All your Calendar entries for the current day are right at your fingertips. No need to enter your “to do list” on other devices. Today’s Agenda reminds you of everything you have upcoming for the current day, with details and due time. You can access the full Calendar to view your weekly and monthly Calendar entries from Today’s Agenda.
Updated on: 08/09/2023
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