Spalding Reporting OS

Dashboard

Reporting overview. Core KPIs reflect imported matter data for the current month.

Core KPIs — Month-to-Date

New Leads
Month-to-Date
Sales Count
Month-to-Date
Revenue
Month-to-Date
Average Fee
Month-to-Date
Last Import
Most recent completed import run
Matters Imported
reporting_matters rows
Contacts Imported
reporting_contacts rows
Open Data Health Issues
auto + manual, status=open
critical 0
warning 0
info 0
Report Coverage
0 required fields
mapped 0
needs validation 0
unresolved 0
Lawmatics API
Live sync connection
Not connected
Last API sync: Not implemented yet