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Juris Suite® Answer Center

How is the Firm Doing?

  • Updated

Use Heat Maps to see if your firm is achieving target levels of performance

Adding a Heat Map to Your View

  1. In MyJuris, select Summary in the Views panel.
  2. Click the Views button at the top right side of the screen and click My Heat Maps.
  3. Select the type of heat map that you prefer.  You may choose to view your productivity by Hours Worked, Hours to Bill, Billable Rate, Effective Rate, Amount Worked or Amount to Bill. Clicking your selection will add the heat map to your screen.
  4. If a heat map is already on your screen, but you would prefer to see a different type of heat map, then click the drop-down arrow in the header bar of the heat map and select the desired heat map from the drop-down menu. You can change the view directly on the Heat Map itself, but note that doing this will NOT retain the change. Changing the type on the heat map itself is a quick way to see the view presented differently. If you want to permanently see that heat map, add it using the steps above.

 

Using the Heat Map

  • The Heat Map will show daily productivity using colors to indicate how far above or below target values each day’s productivity has reached.
  • Make sure to click All in Firm in the Groups panel on the left side of the screen to assure that the Heat Map is showing values for the entire team.
  • Hover the mouse over a calendar day to show the values for that day.  Double-click a day to open up the time entries for that day.
  • Hover the mouse over the color bar at the bottom of the heat map to see the values represented by each color.
  • To change the colors used in the Heat Map or to modify your target values, go to Tools > Settings > User Settings.

 

View Time (by Hours) or Time (by Amount) to see status of all time and variance between Worked and To Bill values

Adding Time (by Hours) or Time (by Amount) to your View

  1. In MyJuris, select Summary in the Views panel.
  2. Click the Views button at the top right side of the screen and click Time.
  3. Select (by Hours) or (by Amount). Clicking your selection will add it to your screen.
  4. Right-click inside the Time view you selected.  You have the option to view these statistics in Grid form, in Chart form, or both.

Using the Time View

  • The Time view will show daily productivity using colors to indicate how far above or below target values each day’s productivity has reached.
  • Make sure to click All in Firm in the Groups panel on the left side of the screen to assure that the view is showing values for the entire team.