Show Payments Received in Dashboard
in progress
Vinny R
marked this post as
in progress
Vinny R
Kyle Duya
Thank you for the feedback — that’s a very valid point.
We’re currently expanding our dashboard capabilities through Insights, starting with Time Insights. These are interactive charts that allow you to click on a specific month and drill down into billable time across multiple dimensions — such as timekeeper, client, matter, and practice area — giving you much deeper visibility than the current dashboard filters allow.
Displaying payments received for the month is absolutely aligned with where we’re headed. This will be addressed as part of our upcoming Billing & Payments Insights, which are planned in the next phase of our Insights rollout.
Our goal is to move beyond static dashboard widgets and provide interactive, drill-down visibility across all key financial and operational metrics.
We appreciate the input — it directly supports the direction we’re building toward. This should be launched in the next few weeks.
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