Key Totals portlet

Alerts and notices

Check out the trending topics below or search for an answer.

Getting started
Contact us
Leave feedback

Internal Employees: Submit feedback using the new SharePoint request form

Please rate this topic.

Excellent    Good    Average    Poor

Did you find the information you need?

Yes    No

Name (optional):

Leave this blank:

Please tell us how we can make this topic more helpful.


Characters left:

The Key Totals portlet is available on the Firm and Client Dashboards.

This portlet provides production, billing, realization, and collection totals for the current day, period to date, year to date, and prior year to date. Totals for the firm are shown in the Firm Dashboard portlet; totals for the selected client are shown in the Client Dashboard portlet.

Related topics

Share This