Dashboard& Reporting
Empower Client Transparency Through Efficient & Accurate Matter Reporting
Dashboard & Reporting
Empower Client Transparency Through Efficient & Accurate Matter Reporting
Umbria Dashboard & Reporting Features
Umbria Dashboard & Reporting Features
Use Umbria to create visual dashboards with customizable KPIs. Quickly understand matter progress at a glance. Export to Excel or PDF and send relevant & accurate reports to clients and other stakeholders.
Reporting for Maximum Transparency
Flexible Dashboard Framework
Flexible Dashboard Framework
Create reports for any matter, client, client data, metadata, and more. Create dashboards for matters with or without plans. Use out-of-the-box and readily available dashboards or customize your own.
Mix and Match Widgets As You Want
Mix and Match Widgets As YouWant
Structure data the way it works best for you & clients. Structure by phase, office, department, period, and more. Take advantage of custom visualizations such as grids, pie charts, stacked, charts, and more. Gain the ability to drill through and drill down any KPI. Link to any report for a comprehensive view of matter progress.
Report on 300+ KPIs
Report on300+ KPIs
Focus on the most important KPIs for clients, partners, and other stakeholders. Choose from more than 300+ out-of-the-box KPIs or create your own.
Configurable Dashboards at Any Level
Configure dashboards and reports by role, client, matter, matter portfolio, planning, and more.
Configure dashboards and reports by role, client, matter, matter portfolio, planning, and more.
See Umbria’s Dashboard & Reporting Features in Action
Monitor on Multiple Plans at Once
Monitor on Multiple Plans at Once
Multi-year budget can be monitored at same time as a yearly one.
Quickly Export in Various Formats
Quickly Export in Various Formats
Export dashboards and reports in Excel, PDF, PNG, etc.
Explore Our Other Umbria Features:
Explore Our Other Umbria Features:
Matter Planning
Leverage Umbria’s flexibility and plan for any matter scenario or complexity.
Decision Support Tools
Empower Partners with decision tool such as What-If, Discount, and Write-Down Analysis.
Monitor & Alert
Monitor & alert on anything you can imagine with escalation, threshold alerts on WIP, Billed, Billable, and more.
Matter Planning
Leverage Umbria’s flexibility and plan for any matter scenario or complexity.
Monitor & Alert
Monitor & alert on anything you can imagine with escalation, threshold alerts on WIP, Billed, Billable, and more.
Dashboards & Reporting
Create beautiful widget-based dashboards and send accurate reports to all stakeholders.