Firm - View WIP and Profitability Information
This dashboard widget displays the average hourly rate for your firm, which will help you to see if your firm is performing efficiently. It will show the average hourly rate for your firm for each month of the year.
Each month CCH iFirm looks at what jobs have WIP items for the month and if they have a net amount of 0.00. Those jobs are then included in the calculation for the monthly average hourly rate.
The monthly average hourly rate = total amount invoiced for jobs with net WIP of 0.00 / total hours worked on those jobs.
Click View Client Report at the top right of the widget to open the Grouped Client Profitability report and see what information has made up the monthly rate. The report will load with the filters and dates pre-selected based on widget settings.
Click the Settings button 
to change the:
- Title - the text that appears in the widget header.
- Contact Group1 - only visible if the firm filter has been activated in settings. It applies the firm filters that are defined in Contacts.
- Contact Group2 - only visible if the firm filter has been activated in settings. It applies the firm filters that are defined in Contacts.
- Job Owner - options include None and the job owner options that have been assigned to jobs.
- Contact Partner - options include None and the partner options that have been assigned in Contacts.
- Contact Manager - options include None and the partner options that have been assigned in Contacts.
