Executive Portfolio provides extensive, customizable chart and table views of client and financial data summarized from the billing and accounting information managed within your current accounting system.

Instant access to accurate financial performance information is critical for effective practice management and development. Executive Portfolio employs a customizable data mart to create multi-dimensional views or portfolios of the information captured during Time & Cost Accounting and Client Billing, and is managed within ProVantage or your current accounting system. Once created, these portfolios can be viewed using the drill-down, charting and table views to:

• Analyze the performance of the entire firm by over 80 dimensions including office, practice area, area of law, or timekeeper. This can help you evaluate the contribution of practice groups, departments, and individuals.
• Graphically display key business indicators such as utilization, activity, and the value of billable work to improve firm management and profitability.
• Monitor critical success factors such as realization, billing and payment lags, variances, and write-offs to improve cash-flow management.

Download Datasheet Here. Requires Adobe Acrobat Reader.