The dashboard in the admin system offers a concise overview of key metrics, providing insights into the number of matters and user activities within your environment. This guide will help you understand the various components of the dashboard and how to interpret them effectively.
Cards
Cards surface important data to help you quickly monitor performance, track engagement, and identify opportunities for action.
Card | Data in card |
Open matters | Count of number of live matters with a status of "open".
This metric excludes demo matters and live matters in the bin or deleted. |
On hold matters | Count of number of live matters with a status of "on hold".
This metric excludes demo matters and live matters in the bin or deleted. |
Closed matters | Count of number of live matters with a status of "closed".
This metric excludes demo matters and live matters in the bin or deleted. |
Live matters | Count of all live matters ever created - including those in the bin or deleted - to show total historical usage.
This metric excludes demo matters. |
Members | Count of active Members.
This metric excludes deactivated Members. |
Guests | Count of active Guests that have access to one or more of your matters.
This metric excludes deactivated Guests. |
Bar charts
Matters created
This chart is a valuable tool for tracking adoption trends and understanding how matter creation evolves month by month.
By default, this chart displays the number of live matters created in each of the last 12 months. You can modify this chart to show:
Demo matters: The number of demo matters created in each of the last 12 months. Simply click the "Demo" tab.
Last year comparison: The number of live or demo matters (depending on selection above) created in each of the previous corresponding 12 months. Simply press the Last year comparison toggle.
Hovering over each bar in the chart will display the number of matters created in that month.
Members created
This chart helps you track how many new Members are creating accounts each month, making it easy to spot onboarding trends and measure growth over time.
By default, this chart displays the number of Member accounts created in each of the last 12 months. You can modify this chart to show the number of Members created in each of the previous corresponding 12 months. Simply press the Last year comparison toggle.
Hovering over each bar in the chart will display the number of Member accounts created in that month.
Donuts
Matters by office
This chart shows the distribution of live matters created by each office, helping you understand where platform activity is concentrated across your organisation. It’s a useful way to identify which offices are actively using the platform and where adoption may be lower.
Hover over any section of the chart to view the exact percentage and total number of matters for each office. Note that the top 3 offices show in the donut, with any other offices grouped into an "another" category.
Matters by companies
This chart shows customer engagement by company. It helps you quickly what companies are actively using the platform, and how many matters they're in.
For each company, the chart displays:
The number of matters that include at least one user with an email address matching the domains assigned to that company.
The number of users who both:
Have an email address with a domain assigned to that company; and
Are involved in one or more of your matters.
Hover over each section of the chart to view the percentage and total counts for both users and matters associated with that company.
Activity
Recent live matters
Displays the 10 most recently created live matters, including the matter name, creator, and associated office. Hover over the timestamp to view the exact date and time each matter was created. Scroll to see other matters.
Recent new members
Shows the 10 most recently added users, along with their office name, location, and account creation date. Hover over the timestamp to see the precise time the user was created. Scroll to see other matters.
Top Matter Creators
Highlights the top 10 users who have created the most live matters. Each entry includes the user’s name, office, location, and total number of live matters they've created. Scroll to see other matters.
