Gone are the reports summarizing everything your business services teams accomplished last month/quarter/year. Law firm leadership wants to see how departments are driving business now and spotting opportunities for future growth.
Are your reports showing the business services team’s contribution to the firm’s overall business objectives? Does your leadership team have easy access to the critical key performance indicators (KPIs)? Can you see clear trends on the team’s impact on your clients (and prospective clients)?
Build Useful Reports and Dashboards
Data-driven marketing is becoming the rule, not the exception. Calibrate can work with you and your firm’s Marketing and Business Development team to build reports and visualizations that resonate at the right time, with the right persona. We build reports in a variety of platforms, including:
- Microsoft Power BI
- Microsoft Excel
How You Benefit
Manage to Goal
Tracking the appropriate KPIs in an efficient manner allows you to better manage towards your objectives.
Keep the Team On Task
Better reporting allows your team to stay informed and speak up in a timely manner if results are deviating from goal.
Building the right reporting infrastructure reduces the time and manpower spend on exports, data remediation, edits, etc. that come with regular reporting.
Visual Dashboards Provide Insights into Top Clients
Calibrate built a data warehouse that incorporated daily feeds from the firm’s CRM, email marketing and financial systems. Calibrate then used data analytics software to configure a set of visual dashboard reports that displayed metrics and Key Performance Indicators for each of the firm’s top clients