Canopy has several liveboard templates available. You can access these pre-built dashboards as is, or use them as templates to continue building on and make it more customizable for your firm!
Canopy Liveboard Templates
Good to Know:
Selecting "Explore" on any data point will give you the option to Filter, Add, Replace, or Compare different data points.
Selecting the three-dot menu will give you the option to Make a Copy, Pin, Show underlying data, Download, or Present.
Some dashboards give you the option to add or adjust different values:
1. Navigate to Insights from the primary navigation bar.
2. Under the Home tab, you will see the available Canopy Liveboard Template.
Billing Dashboard
Billing Realization / Client Profitability
Capacity
Client Dashboard
Service item Analysis
Subtask Dashboard
Super WIP
Task Dashboard
Team Member Production Analysis
Time Dashboard
Billing Dashboard
When clicking on the Billing Dashboard, there is preset data available to view. These reports will be defaulted to "General".
Billed Revenue
Billable Revenue
Billed Time Entry Hours
YTD Billed Revenue
Weekly Billed Revenue
Invoices Sent Monthly
YOY Monthly Billed Revenue
Invoice Details Report
The Liveboard dives into the current report and breaks data down by:
Service
Monthly Revenue by Service Item (Last 12 Months)
Weekly Revenue by Service Item (Last 52 Weeks)
Revenue & Billed Hours by Service Item (Year to Date)
Client
Monthly Revenue by Client (Last 12 Months)
Revenue by Client by Service Item (Year to Date)
Revenue & Billed Hours by Client (Year to Date)
Team Member
Monthly Billed Hours & Revenue by Team Member (Year to Date)
Unbilled Hours & Revenue by Team Member (Year to Date)
Weekly Billed Hours & Revenue by Team Member (Last 52 Weeks)
Aged Receivables
Aged Receivables Summary
Aged Receivables Detail
Billing Realization / Client Profitability
Realization displays as a percentage and measures how much is billed compared to what was billable. What was billable is based on the set rates for the team member or service.
This liveboard dives into the current report offered in Billing and breaks data down by:
Service
Service Profitability
Team Member
Team Member Profitability
Task
Task Profitability
Budget vs Time
When clicking on the Capacity Dashboard, there are preset data available to view. These reports will be defaulted to "Tasks".
Open Task Count
Remaining Task Budgeted Hours
Average Open Task Budgeted Hours
Average Open Task Logged Hours
Open Tasks Due Next 30 Days
Open Task Count by Due Date
Open Task Budget vs Logged Hours
Remaining Budgeted Hours & Open Task Count by Task Assignee
Open Task Count by Due Date
Completed Task Analysis
Daily Task Capacity
Weekly Task Capacity
Monthly Task Capacity
Annual Task Capacity
The Liveboard dives into the current report and breaks data down by:
Subtasks
Client Dashboard
Client Dashboard gives you insight into how many Active clients you have and drills down much further with your data.
Active Clients
Active Business Clients
Active Individual Clients
Prospects
Client Count by State
Client Count by Client Age
Clients Created Monthly
YOY Clients Created Monthly
Client Count by Tag
Client Count by Client Owner
Client Count by Occupation
Client Count by Monthly Birthdates
Service item Analysis
This dashboard is used to analyze billed time entries and revenue by service item.
The Dashboard defaults to "This Year"
YTD Monthly Revenue by Service Item
YTD Service Item Realization Report
YTD Client Count by Billed Services
YTD Service Item Billed Rate
YTD Revenue & Billed Hours by Service Item
YTD Monthly Revenue by Service Item
YTD Monthly Service Item Billed Hours & Rate
YTD Total Revenue vs Revenue Billed from Time Entry
Subtask Dashboard
This dashboard gives you insight into all your subtask data.
Open Subtasks
Overdue Subtasks
Completed Subtasks
Percentage Compete
Subtasks Completed Monthly
Subtasks Created Monthly Year Over Year
Subtasks Created Monthly
Open Subtasks by Status
Subtasks By Assignee and Status
Open Subtask Count by Subtask Assignee
Note: You can add additional values to your dashboard.
Super WIP
This dashboard shows all the unbilled time and unbilled revenue in your account.
Unbilled Hours
Unbilled Revenue
WIP
Monthly Unbilled Hours and Unbilled Revenue by Time Entry Start Date
WIP Time Entries Table
WIP Aging
The Liveboard dives into the current report and breaks data down by:
Service Item
WIP
Unbilled Hours and Unbilled Revenue by Service Item
WIP Aging
Team Member
WIP
Unbilled Hours and Unbilled Revenue by Team Member
Unbilled Hours by Team Member
Unbilled Revenue by Team Member
WIP Aging
Task Dashboard
This dashboard can drill down to all tasks created in your firm.
Open Tasks
Overdue Tasks
Completed Tasks
Percentage Complete
Tasks Completed Monthly
Tasks Completed Monthly Year Over Year
Tasks Created Monthly
Open Tasks By Status
Tasks by Assignee and Status
Open Task Count by Task Assignee
Note: You can add additional values to your dashboard.
Team Member Production Analysis
This dashboard displays your productivity in your firm and drills down by year-to-date data.
Average Billed Rate (YTD By Invoice Date)
Billed Revenue by Team Member (YTD By Invoice Date)
Team Member Productivity (YTD By Invoice Date. Based on Time Entries billed within the time period)
Monthly Revenue By Team Member (YTD by Monthly Invoice Date)
Monthly Hours by Team Member (YTD By Monthly Time Entry Date. This table shows all-time entered by each team member in the time period)
Monthly WIP Hours & WIP Revenue By Team Member (YTD By Monthly Time Entry Date. This table shows all-time entered by each team member in the time period that is billable but has not yet been billed)
Production Analysis (YTD by Time Entry Date)
Note: You can add additional values to your dashboard.
The Liveboard dives into the current report and breaks data down by:
Last Year
The same data as above for the previous year.
Staff Utilization
Current Week Daily Staff Utilization (Based on an 8-hour work day).
Weekly Staff Utilization (Based on a 40-hour work week).
Monthly Staff Utilization (Based on a 173-hour work month).
Annual Staff Utilization (Based on 2080 annual work hours).
Time Dashboard
This dashboard shows all the hours worked, billed/unbilled hours, and drills into the budget and actual work completed.
Hours Worked (Month to Date)
Billable Hours (Month to Date)
Billed Hours (Month to Date)
Billable Time Percentage (Month to Date)
Monthly Hours by Team Member (Last 12 Months)
Weekly Hours (Last 52 Weeks)
Billable Hours by Team Member
Hours By Team Member
Average Time Entry Duration by Team Member
Daily Hours by Team Member
Budget vs Actual (All Completed Tasks)
Note: You can add additional values to your dashboard.
The Liveboard dives into the current report and breaks data down by:
Service Item
Weekly Hours by Service Item (Last 52 Weeks)
Monthly Hours by Service Item (Last 12 Months)
Total Hours by Service Item Name
Average Time Entry Duration by Service Item
Team Member Hours by Service Item (Last 30 Days)
Hours by Service Item (Last 30 Days)
Daily Hours by Service Item (Last 30 Days)
Client
Hours by Client (Last 12 Months)
Monthly Hours by Client (Last 12 Months)
Client Hours by Team Member (Last 30 Days)
Client Hours by Service Item (Last 30 Days)
Billed Time Entries
Billable & Billed Hours by Team Member (Billed Amount based only on hours billed, does account for manual invoice line items)
Billable & Billed Hours by Client (Billed Amount based only on hours billed, does account for manual invoice line items)
Billable vs Billed by Service Item (This compares all Billable Time Entry Hours with Billed Time Entry Hours)
Monthly Hours by Team Member (Last 12 Months)
Weekly Hours (Last 42 Weeks)
Weekly Billable Hours (Last 52 Weeks)
Daily Billed Hours by Team Member (Last 30 Days)
Daily Billed Hours by Service Item (Last 30 Days)
Hours by Billed Month (Last 12 Months, color slice represents the month in which the time entry was billed)
Canopy Tip: If you would like more training on insights, please visit Canopy Insights Training!