Full portfolio

26 dashboards.
254 analysis pages.

Complete dashboards for finance, legal, settlements, portfolios and people, shown here with fictitious names, values and records. The Power BI reports were rebuilt in HTML with the same visuals and page navigation. Dashboards are in Portuguese.

Preview of the Financial Dashboard dashboardOpen dashboard
Finance and controllingWeb

Financial Dashboard

Budget vs. actuals by portfolio, cost structure, tax burden, cash and the annual budget.

  • Revenue vs. budget
  • Margin
  • Taxes
  • Cash
  • 12 pages
Open dashboard
Preview of the Finance Dashboard dashboardOpen dashboard
Finance and controllingWeb

Finance Dashboard

Billing, expenses by group and category, ERP reconciliation and month-by-month results.

  • Result
  • Expenses by group
  • Reconciliation
  • Trend
  • 1 page
Open dashboard
Preview of the Mobile Finance Dashboard dashboardOpen dashboard
Finance and controllingWeb

Mobile Finance Dashboard

The same financial view designed for phones, with full-year projection and prior-year comparison.

  • Annual projection
  • Profit
  • Fees
  • Mobile
  • 1 page
Open dashboard
Preview of the Billing Dashboard dashboardOpen dashboard
Finance and controllingWeb

Billing Dashboard

Invoices issued, paid, open and overdue by team and portfolio, checked against the budget.

  • Paid
  • Overdue
  • Aging
  • ERP vs. budget
  • 8 pages
Open dashboard
Preview of the Projection · Infrastructure dashboardOpen dashboard
Finance and controllingWeb

Projection · Infrastructure

Operating and net results by contract, with full-year projection, half-years and prior-year comparison.

  • Net result
  • Allocation
  • Cumulative
  • Half-years
  • 1 page
Open dashboard
Preview of the Management Information · Results dashboardOpen dashboard
Finance and controllingPower BI

Management Information · Results

Monthly results presentation: billing, expenses, fees, write-offs and taxes.

  • Billing
  • Fees
  • Write-offs
  • Taxes
  • 11 pages
Open dashboard
Preview of the Management Information · Targets dashboardOpen dashboard
Finance and controllingPower BI

Management Information · Targets

Target tracking by portfolio: results, profitability, direct expenses, backlog and productivity.

  • Targets
  • Profitability
  • Backlog
  • Productivity
  • 55 pages
Open dashboard
Preview of the Legal Analytics · Repeat Counsel dashboardOpen dashboard
Legal and legal analyticsPower BI

Legal Analytics · Repeat Counsel

Rankings of repeat lawyers and plaintiffs, court districts, outcomes and average award.

  • Ranking
  • Districts
  • Average ticket
  • Outcomes
  • 8 pages
Open dashboard
Preview of the Consolidated Legal Dashboard dashboardOpen dashboard
Legal and legal analyticsPower BI

Consolidated Legal Dashboard

Intake vs. closings, backlog, hearings, anomalies by root cause, costs and commercial performance.

  • Intake
  • Closings
  • Backlog
  • Anomalies
  • 47 pages
Open dashboard
Preview of the Deadlines Dashboard dashboardOpen dashboard
Legal and legal analyticsWeb

Deadlines Dashboard

Overdue, due-today and upcoming deadlines by profile, with inconsistencies and compliance.

  • Overdue
  • Today
  • Compliance
  • Inconsistencies
  • 10 pages
Open dashboard
Preview of the Closed Cases dashboardOpen dashboard
Legal and legal analyticsPower BI

Closed Cases

Closings by state, region, type and subject, with success rate and distance to target.

  • Success rate
  • Target
  • State
  • Subject
  • 1 page
Open dashboard
Preview of the Case Control dashboardOpen dashboard
Legal and legal analyticsPower BI

Case Control

Cases received, completed and pending, response time, map by state and requester types.

  • Response time
  • Pending
  • Map
  • Requesters
  • 1 page
Open dashboard
Preview of the Workflow Activity dashboardOpen dashboard
Legal and legal analyticsPower BI

Workflow Activity

Tasks and case steps: intake, completions, productivity by owner and idle folders.

  • Workflow
  • Productivity
  • Backlog
  • Folders
  • 7 pages
Open dashboard
Preview of the Settlements Dashboard dashboardOpen dashboard
Settlements and negotiationPower BI

Settlements Dashboard

Offers, counteroffers, closed settlements, savings and discount by root cause and case stage.

  • Settlements
  • Discount
  • Savings
  • Root cause
  • 7 pages
Open dashboard
Preview of the Settlements Dashboard · Niche dashboardOpen dashboard
Settlements and negotiationPower BI

Settlements Dashboard · Niche

Suggested settlement value by median, negotiation range, average by root cause and by city.

  • Suggested value
  • P25–P75 range
  • Root cause
  • Discount
  • 1 page
Open dashboard
Preview of the Settlement Calculator · Bank dashboardOpen dashboard
Settlements and negotiationPower BI

Settlement Calculator · Bank

First- and second-instance outcomes by state, average cost and favorable, unfavorable and settlement rates.

  • Average cost
  • Favorable
  • Settlement
  • State
  • 1 page
Open dashboard
Preview of the Settlement Calculator · Banking Portfolio dashboardOpen dashboard
Settlements and negotiationPower BI

Settlement Calculator · Banking Portfolio

Settlement simulation with success indicators, average award and gauges by scenario.

  • Average award
  • Success rate
  • Scenarios
  • Gauges
  • 4 pages
Open dashboard
Preview of the Settlement Calculator · Retail dashboardOpen dashboard
Settlements and negotiationPower BI

Settlement Calculator · Retail

Settlement, dismissal and average-ticket coefficients to support the settlement decision.

  • Coefficients
  • Average ticket
  • Dismissal
  • Settlement
  • 1 page
Open dashboard
Preview of the Portfolio Performance dashboardOpen dashboard
Settlements and negotiationWeb

Portfolio Performance

Weighted score per cycle (closing, payment, settlement, success, backlog) and gaps to target.

  • Weighted score
  • Gap
  • Cycles
  • Action plan
  • 1 page
Open dashboard
Preview of the Portfolio Performance · Telecom dashboardOpen dashboard
Portfolios and clientsPower BI

Portfolio Performance · Telecom

Profitability, settlements by negotiator, variable pay, mediable indicators and average ticket.

  • Profitability
  • Variable pay
  • Settlements
  • Average ticket
  • 19 pages
Open dashboard
Preview of the Results Presentation · Energy dashboardOpen dashboard
Portfolios and clientsPower BI

Results Presentation · Energy

Monthly portfolio snapshot, intake vs. closings, districts, litigation rate and outcomes.

  • Active
  • Intake
  • Closed
  • Litigation
  • 22 pages
Open dashboard
Preview of the Results Presentation · Payments dashboardOpen dashboard
Portfolios and clientsPower BI

Results Presentation · Payments

Portfolio results by case type, savings generated and success rate, in presentation format.

  • Savings
  • Success rate
  • Case types
  • Presentation
  • 1 page
Open dashboard
Preview of the Portfolio Dashboard · Telecom dashboardOpen dashboard
Portfolios and clientsPower BI

Portfolio Dashboard · Telecom

Active portfolio by state and city, root cause, status and supporting documents, with a map of Brazil.

  • Map
  • Root cause
  • Documents
  • Status
  • 4 pages
Open dashboard
Preview of the Infrastructure · Hiring Time dashboardOpen dashboard
Portfolios and clientsPower BI

Infrastructure · Hiring Time

Time from case intake to hiring, by contract and period.

  • Average time
  • Contracts
  • Period
  • Distribution
  • 1 page
Open dashboard
Preview of the Analysis Team Tracking dashboardOpen dashboard
People and operationsPower BI

Analysis Team Tracking

Analysis team output: heat map, defense reviews and detail by analyst.

  • Output
  • Heat map
  • Reviews
  • Detail
  • 5 pages
Open dashboard
Preview of the People Management dashboardOpen dashboard
People and operationsWeb

People Management

Headcount, hires and exits, turnover, diversity, careers, benefits and retention by team.

  • Turnover
  • Headcount
  • Diversity
  • Retention
  • 24 pages
Open dashboard

Want a dashboard like this with your data? Request a free assessment.