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Practice Pro - Homepage Dashboard and Dashboard widgets

Practice Pro - Homepage Dashboard and Dashboard widgets

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Written by Keith Bell

When users first log into Practice Pro, they are presented with the homepage dashboard. The dashboard is role-based, meaning the widgets and information displayed depend on the user’s permissions and responsibilities within the system.

The primary goal of the homepage is to provide:

  • A complete, all-in-one office solution

  • Easy access to critical information

  • Reduced navigation and fewer clicks

  • Immediate visibility into important metrics

Typical dashboard widgets include:

  • Attorney hours over the last 13 months

  • Year-to-date collections

  • Matter accounts receivable (AR) aging

  • Client AR aging

  • Firm performance metrics

These dashboards are designed to surface the most important information immediately upon login.

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