RedView CRM provides charts on the Enquiries Dashboard that display information about new matters, based upon the information held in the firm's practice management system.
This allows matter based information and new enquiry (pre-matter) information to be combined to provide a more holistic understanding of the firm's new business performance.
Below are some examples of the new charts available. Along with the actual count of new matters created in the timeframe selected, the graphs provide trending information (i.e. is the rate of new matters increasing or decreasing) as well as a quick indicator if Fee Estimate compliance is being maintained.
The RedView Team.