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 You
Want

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 on
300+ 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.